Capital Flow Monitor · Placement agents
B. Riley Wealth Management
Registered representative · None · CRD 2543
Real-estate raises
4
Lodging raises
0
All raises seen
14
Total offered
$159.8M
Raises placed
| Filed | Issuer | Industry | Rule | Offering | % sold |
|---|---|---|---|---|---|
| 2026-03-20 | Symmetry Peak Ltd. D0 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2026-03-20 | Symmetry Peak, LP PA | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-10-17 | ALKEON SELECT PARTNERS, LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-10-17 | Alkeon Growth Offshore Fund II, Ltd. E9 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-10-17 | Alkeon Growth PW Partners, LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-10-17 | Alkeon Growth RJ Partners, LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-10-17 | Alkeon Growth Partners II, LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-10-17 | Alkeon Growth Offshore Fund, Ltd. E9 | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-10-17 | Alkeon Growth Partners, LP NY | Pooled Investment Fund / Hedge Fund | 506(b) | — | — |
| 2025-09-23 | Castellan Real Estate Fund II LP NY | Pooled Investment Fund / Private Equity Fund | 506(b) | — | — |
| 2025-08-06 | ExchangeRight Net-Leased All-Cash 9 DST CA | Commercial | 506(b) | $24.8M | 100.0% |
| 2025-08-06 | ExchangeRight Net-Leased Portfolio 67 DST CA | Commercial | 506(b) | $48.1M | 100.0% |
| 2025-08-06 | ExchangeRight Net-Leased Portfolio 66 DST CA | Commercial | 506(b) | $63.8M | 100.0% |
| 2025-08-05 | ExchangeRight Net-Leased All-Cash 6 DST CA | Commercial | 506(b) | $23.3M | 100.0% |