B. Riley Wealth Management
Private fund marketer or placement agent · 23 private funds on SEC Form ADV
Advisers' Form ADV filings name B. Riley Wealth Management as marketer or placement agent to 21 and prime broker to 2 private funds, 23 funds in all. It ranks No. 175 of 775 marketers and placement agents by number of private funds served.
Rankings
Funds served, by type
- Venture capital funds12
- Private equity funds5
- Hedge funds5
- Other private funds1
Where its clients are
State of the funds' U.S. advisers.
- California13
- Tennessee5
- New York2
- Texas2
- Pennsylvania1
Where the funds are organized
- United States22
- Cayman Islands1
Private funds that name B. Riley Wealth Management (12 listed here)
11 more funds name B. Riley Wealth Management: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
B. Riley Wealth Management
From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.