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.
The company operates through Ben Liquidity, Ben Custody, and Customer ExAlt Trusts segments. It provides 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.
The company also offers 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, it provides Ben Insurance Services, which offers insurance products and services; Ben AltAccess, a customer-facing application serving as the access point; and Ben Data that provides data collection, evaluation, and analytics products and services.
The company serves individual and institutional investors, general partners, and sponsors. Beneficient is based in Dallas, Texas.
| Country | United States |
| Founded | 2003 |
| Industry | Asset Management |
| Sector | Financials |
| Employees | 50 |
| CEO | James Silk |
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 |
| Stock Type | Common Stock |
| Share Class | Class A Shares |
| Fiscal Year | April - March |
| Reporting Currency | USD |
| CIK Code | 1775734 |
| CUSIP Number | 08178Q507 |
| ISIN Number | US08178Q5071 |
| Employer ID | 72-1573705 |
| SIC Code | 6199 |
Key Executives
| Name | Position |
|---|---|
| James G. Silk | Chief Executive Officer |
| Gregory W. Ezell | Chief Financial Officer |
| Derek L. Fletcher | President of BFF, Chief Fiduciary Officer and Director |
| Maria S. Rutledge | Chief Technology Officer |
| David B. Rost | General Counsel |
| Dan Callahan | Director of Communication |
| Casey Brunner | MD and Head of Sponsor Firm Preferred Liquidity Program |
| Maureen S. Downey | Managing Director of Underwriting |
| Louise Jones | Managing Director of Capital Markets and Custody Operations |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Jul 13, 2026 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Jul 13, 2026 | 8-K | Current Report |
| Jul 9, 2026 | SCHEDULE 13D | Filing |
| Jul 7, 2026 | 8-K | Current Report |
| Jun 30, 2026 | NT 10-K | Notification of inability to timely file Form 10-K 405, 10-K, 10-KSB 405, 10-KSB, 10-KT, or 10-KT405 |
| Jun 30, 2026 | 10-K | Annual Report |
| Jun 29, 2026 | 8-K | Current Report |
| Jun 25, 2026 | 8-K | Current Report |
| Jun 25, 2026 | 8-K/A | [Amend] Current report |
| Apr 20, 2026 | SCHEDULE 13D/A | Filing |