Here at B. Riley Wealth we have exclusive offerings that most individual investors are unable to reach by themselves. Many private companies, especially those in Silicon Valley, limit their shareholder count and typically require a large initial investment. This prevents most investors from access to many of these companies until they go public. This is one of our unique offerings that we bring to clients which can potentially help enhance returns and gain access to specially valued share prices.
Our investment structure, which uses private funds to hold shares of these companies, takes up only one slot in the company’s capitalization tables, and allows our clients to invest in the companies by purchasing membership interests in the funds at lower dollar amounts.
When the company eventually goes public, the fund may liquidate the position or distribute the shares to members, depending upon market conditions and valuation of the investment.
*Private Shares are for qualified investors and involve a high degree of risk