Company Description
Beneficient, a technology-enabled financial services company, provides liquidity solutions and related trustee, custody and trust administrative services to participants in the alternative asset industry in the United States.
It operates through Ben Liquidity, Ben Custody, and Customer ExAlt Trusts segments. The company offers Ben AltAccess platform for secure, online, and end-to-end delivery of each of the Ben business unit products and services, including upload documents, and work through tasks, and complete their transactions with standardized transaction agreements.
It also provides Ben Liquidity, which offers alternative asset liquidity and fiduciary financing products; Ben Custody that provides custody and trust administration services to trustees and document custodian services to customers; and Ben Markets, which provides broker-dealer and transfer agency services.
In addition, the company provides Ben Insurance Services, which offers insurance products and services; and Ben Data that provides data collection, evaluation, and analytics products and services.
It serves individual and institutional investors, wealth advisors, and general partners. Beneficient is based in Dallas, Texas.
| Country | United States |
| Founded | 2003 |
| Industry | Asset Management |
| Sector | Financials |
| Employees | 80 |
| CEO | Brad Heppner |
Contact Details
Address: 325 North Saint Paul Street, Suite 4850 Dallas, Texas 75201 United States | |
| Phone | 214 445 4700 |
| Website | trustben.com |
Stock Details
| Ticker Symbol | BENF |
| Exchange | NASDAQ |
| Fiscal Year | April - March |
| Reporting Currency | USD |
| CIK Code | 0001775734 |
| CUSIP Number | 08178Q101 |
| ISIN Number | US08178Q1013 |
| Employer ID | 72-1573705 |
| SIC Code | 6199 |
Key Executives
| Name | Position |
|---|---|
| Brad K. Heppner | Founder, Chairman and Chief Executive Officer |
| Derek L. Fletcher | President of BFF, Chief Fiduciary Officer and Director |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Oct 30, 2024 | 8-K | Current Report |
| Oct 24, 2024 | S-1/A | [Amend] General form for registration of securities under the Securities Act of 1933 |
| Oct 24, 2024 | RW | Filing |
| Oct 22, 2024 | S-1 | General form for registration of securities under the Securities Act of 1933 |
| Oct 21, 2024 | SCHEDULE 13G/A | Filing |
| Oct 8, 2024 | SCHEDULE 13G | Filing |
| Oct 8, 2024 | SC 13D/A | [Amend] General statement of acquisition of beneficial ownership |
| Oct 4, 2024 | 8-K | Current Report |
| Oct 4, 2024 | 8-K | Current Report |
| Sep 27, 2024 | EFFECT | Notice of Effectiveness |