B. Riley Wealth Private Shares

Private Equity SEC-registered adviser

Legal name: B. Riley Wealth Private Shares, LLC

Memphis, TN

AUM

$47.6M
Regulatory AUM

Private funds

8
Private Equity 8

Private fund assets

$47.6M
Gross asset value

Employees

8

Last Form D raise

Mar 2024
Most recent fund filing

From SEC Form ADV filing (filed Mar 31, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

M
Michael Mullen
Managing Member
Source: SEC Form ADV
P
Philip Zanone
Managing Member
Source: SEC Form ADV

Funds(8)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
B. Riley Private Shares Fund 2023-3, LLCPrivate Equity$9.9M$3.2M29Mar 2024Cold
B. Riley Private Shares 2023-2 Qp, LLCPrivate Equity$321K$239.7M308Sep 2023Cold
B. Riley Private Shares 2023-2 Qc, LLCPrivate Equity$21K$8.5M85Sep 2023Cold
B. Riley Private Shares Fund 2023-1, LLCPrivate Equity$6.1M$3.7M36Jun 2023Cold
B. Riley Private Shares Fund 2022-1, LLCPrivate Equity$6.6M$4.5M47Mar 2023Cold
B. Riley Private Shares Fund 2022-1 Qp, LLCPrivate Equity$3.0M$2.7M31Feb 2023Cold
Nam Special Situations Fund I Qp, LLC Series F1Private Equity$20.2M$19.8M178Jan 2021Cold
Social Internet Fund I, LLCPrivate Equity$1.6M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
315851
SEC file number
801-122228

Sources