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BENFNasdaqFinance ServicesFiscal year ends March 31Also trades as BENFW

Beneficient

Financials through Q1 FY2027, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$0.93−0.12 (-11.23%)

Close on Oct 19, 2026

Market cap
–
P/E (TTM)
–
Dividend yield
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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

NamePositionShares owned
Derek L. FletcherSee Remarks, Director5,336
James G. SilkChief Executive Officer2,212,012
Jeff WeldaySee Remarks172,394
Peter T. Cangany JrDirector432,256
Bruce William SchnitzerDirector513,553
Mack H. HicksDirector149,904
Karen WendelDirector58,874

Employees

Headcount reported in annual reports

“We employed approximately 50 employees as of June 22, 2026.”

Corporate history

Events identified from SEC filings

DateEventDetails
Jun 30, 2026Late filingNotification of late filing
Oct 9, 2025Listing noticeNotice of delisting or failure to satisfy a listing rule (8-K Item 3.01)
Aug 22, 2025Listing noticeNotice of delisting or failure to satisfy a listing rule (8-K Item 3.01)
Aug 19, 2025Late filingNotification of late filing
Jul 18, 2025Listing noticeNotice of delisting or failure to satisfy a listing rule (8-K Item 3.01)
Jul 1, 2025Late filingNotification of late filing
Jan 17, 2025Listing noticeNotice of delisting or failure to satisfy a listing rule (8-K Item 3.01)
Nov 26, 2024Listing noticeNotice of delisting or failure to satisfy a listing rule (8-K Item 3.01)
Nov 22, 2024Listing noticeNotice of delisting or failure to satisfy a listing rule (8-K Item 3.01)
Sep 5, 2024Listing noticeNotice of delisting or failure to satisfy a listing rule (8-K Item 3.01)
Jul 25, 2024Listing noticeNotice of delisting or failure to satisfy a listing rule (8-K Item 3.01)
Jul 19, 2024Listing noticeNotice of delisting or failure to satisfy a listing rule (8-K Item 3.01)
Jul 2, 2024Late filingNotification of late filing
Mar 28, 2024Listing noticeNotice of delisting or failure to satisfy a listing rule (8-K Item 3.01)
Dec 1, 2023Listing noticeNotice of delisting or failure to satisfy a listing rule (8-K Item 3.01)
Jun 30, 2023Late filingNotification of late filing
Jun 7, 2023ListingRegistration of securities on an exchange (Form 8-A)
May 16, 2023Name changeName changed from Beneficient Co Group, L.P. to Beneficient
Dec 9, 2022MergerRegistration of securities for a merger or exchange offer (S-4)