Beneficient
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
About Beneficient
Finance Services, SIC 6199
Beneficient provides technology-enabled financial services and liquidity solutions for participants across the alternative asset sector. Operating through subsidiaries including Ben Liquidity, Ben Custody, and Ben Markets, the firm delivers fiduciary financing, custody, trustee administration, broker-dealer, and transfer agent services. Its offerings center around trust-based financing structures and primary capital products like ExchangeTrust, LiquidTrust, and InterchangeTrust. These services connect to an interactive proprietary software platform, AltAccess. The company targets mid-to-high net worth individuals, small-to-midsize institutional investors, family offices, and alternative asset fund general partners.
Beneficient designs its fiduciary financings using an endowment portfolio model spanning seven alternative asset classes, multiple vintages, and more than eleven industry sectors, with exposures across at least six countries. Its regulated fiduciary financing subsidiary, Beneficient Fiduciary Financial, operates as a state-chartered trust company in Kansas. The provided text discusses operations in the United States, including Kansas and Texas, along with historical licensing in Bermuda, but does not identify a corporate headquarters location.
Summary of the business section of Beneficient's latest annual report, written by StockData.
Company profile
Company
- Legal name
- Beneficient
- Headquarters
- Dallas, TX
- Address
- 325 N. Saint Paul Street, Suite 4850 75201
- Phone
- (214) 445-4705
- Employees
- 50, Mar 31, 2026
- Industry
- Finance Services
- Incorporated in
- Nevada
- Fiscal year ends
- March 31
- Auditor
- WEAVER AND TIDWELL, L.L.P., San Antonio, Texas
Stock & identifiers
- Ticker
- BENF
- Other tickers
- BENFW
- Exchange
- Nasdaq
- Shares outstanding
- 15M, Aug 7, 2026
- Public float
- $8.65M, Sep 30, 2025
- Filer category
- <br>Emerging growth company
- Stock splits
- 1-for-8 reverse, Dec 15, 2025; 1-for-80 reverse, Apr 18, 2024
- SEC CIK
- 1775734
- CUSIP
- 08178Q507
- ISIN
- US08178Q5071
- LEI
- 549300MQ0W8R6XMVEN12
- EIN
- 72-1573705
Executives and directors
Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years
| Name | Position | Shares owned |
|---|---|---|
| Derek L. Fletcher | See Remarks, Director | 5,336 |
| James G. Silk | Chief Executive Officer | 2,212,012 |
| Jeff Welday | See Remarks | 172,394 |
| Peter T. Cangany Jr | Director | 432,256 |
| Bruce William Schnitzer | Director | 513,553 |
| Mack H. Hicks | Director | 149,904 |
| Karen Wendel | Director | 58,874 |
Employees
Headcount reported in annual reports
“We employed approximately 50 employees as of June 22, 2026.”
Corporate history
Events identified from SEC filings