Beneficient
BENF0.335USD
+0.013+4.07%
Market hours （ET）Quotes delayed by 15 min
2.84MMarket Cap
LossP/E TTM
More Details of Beneficient Company
Beneficient is a technology-enabled financial services holding company that provides liquidity, primary capital solutions and related trust and custody services to holders of alternative assets. The Company's AltQuote tool provides customers with a range of potential exit options within minutes, while customers can log on to the AltAccess portal to explore opportunities and receive proposals in a secure online environment. The Company's segments include Ben Liquidity, Ben Custody and Customer ExAlt Trusts. The Ben Liquidity segment is responsible for offering its fiduciary alternative asset liquidity and financing products through AltAccess. The Ben Custody segment delivers products that address the administrative and regulatory burden of holding alternative assets by offering full service bespoke custody and trust administration services, and specialized document custodian services to customers. The Customer ExAlt Trusts segment holds interests in alternative assets.
Company Info
Ticker SymbolBENF
Company nameBeneficient
IPO dateDec 03, 2021
CEOMr. James G. Silk
Number of employees80
Security typeOrdinary Share
Fiscal year-endDec 03
Address325 N. Saint Paul Street
CityDALLAS
Stock exchangeNASDAQ Capital Market Consolidated
CountryUnited States of America
Postal code75201
Phone12144454705
Websitehttps://www.trustben.com/
Ticker SymbolBENF
IPO dateDec 03, 2021
CEOMr. James G. Silk
Company Executives
Name
Name/Position
Position
Shareholding
Change
Mr. Jeff Welday
Mr. Jeff Welday
Global Head of Originations and Distribution
Global Head of Originations and Distribution
171.83K
+21.74%
Mr. James G. Silk
Mr. James G. Silk
Interim Chief Executive Officer
Interim Chief Executive Officer
--
--
Mr. Scott W. Wilson
Mr. Scott W. Wilson
Chief Underwriting Officer
Chief Underwriting Officer
--
--
Mr. Thomas O. Hicks
Mr. Thomas O. Hicks
Chairman of the Board
Chairman of the Board
--
--
Mr. Gregory W. Ezell
Mr. Gregory W. Ezell
Chief Financial Officer
Chief Financial Officer
--
--
Ms. Karen J. Wendel
Ms. Karen J. Wendel
Independent Director
Independent Director
--
--
Mr. Patrick J. Donegan
Mr. Patrick J. Donegan
Independent Director
Independent Director
--
--
Ms. Maria S. Rutledge
Ms. Maria S. Rutledge
Chief Technology Officer
Chief Technology Officer
--
--
Mr. Derek L. Fletcher
Mr. Derek L. Fletcher
President of BFF, Chief Fiduciary Officer, Director
President of BFF, Chief Fiduciary Officer, Director
--
--
Mr. Bruce W. Schnitzer
Mr. Bruce W. Schnitzer
Director
Director
--
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Jeff Welday
Mr. Jeff Welday
Global Head of Originations and Distribution
Global Head of Originations and Distribution
171.83K
+21.74%
Mr. James G. Silk
Mr. James G. Silk
Interim Chief Executive Officer
Interim Chief Executive Officer
--
--
Mr. Scott W. Wilson
Mr. Scott W. Wilson
Chief Underwriting Officer
Chief Underwriting Officer
--
--
Mr. Thomas O. Hicks
Mr. Thomas O. Hicks
Chairman of the Board
Chairman of the Board
--
--
Mr. Gregory W. Ezell
Mr. Gregory W. Ezell
Chief Financial Officer
Chief Financial Officer
--
--
Ms. Karen J. Wendel
Ms. Karen J. Wendel
Independent Director
Independent Director
--
--
Revenue Breakdown
No Data
No Data
By Business
By Region
No Data
Shareholding Stats
Updated: Fri, May 16
Updated: Fri, May 16
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Hatteras Investment Partners, LP
6.68%
Cangany (Peter T. Jr.)
5.06%
GWG Wind Down Trust
4.14%
Welday (Jeff)
2.04%
Stifel, Nicolaus & Company, Incorporated
1.72%
Other
80.36%
Shareholders
Shareholders
Proportion
Hatteras Investment Partners, LP
6.68%
Cangany (Peter T. Jr.)
5.06%
GWG Wind Down Trust
4.14%
Welday (Jeff)
2.04%
Stifel, Nicolaus & Company, Incorporated
1.72%
Other
80.36%
Shareholder Types
Shareholders
Proportion
Individual Investor
11.37%
Investment Advisor/Hedge Fund
9.88%
Corporation
4.14%
Investment Advisor
3.16%
Hedge Fund
0.51%
Other
70.94%
Institutional Shareholding
Updated: Tue, Jul 1
Updated: Tue, Jul 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q2
54
2.42M
28.72%
-623.52K
2025Q1
107
2.42M
28.72%
-2.99M
2024Q4
112
2.18M
26.16%
-2.75M
2024Q3
111
2.02M
47.78%
-3.63M
2024Q2
110
3.46M
102.06%
-1.85M
2024Q1
111
2.92M
95.86%
-2.51M
2023Q4
109
3.03M
103.70%
-2.41M
2023Q3
102
2.87M
100.72%
-250.14K
2023Q2
92
1.47M
68.15%
+1.16M
2023Q1
72
276.12K
105.92%
-9.86K
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
Hatteras Investment Partners, LP
562.75K
6.68%
--
--
Mar 31, 2025
Cangany (Peter T. Jr.)
425.81K
5.06%
+249.99K
+142.19%
Feb 28, 2025
GWG Wind Down Trust
348.18K
4.14%
-188.29K
-35.10%
Oct 08, 2024
Welday (Jeff)
141.15K
1.68%
+1.67K
+1.20%
Apr 24, 2025
Stifel, Nicolaus & Company, Incorporated
144.90K
1.72%
+72.40K
+99.86%
Mar 31, 2025
Wendel (Karen J.)
128.66K
1.53%
-78.66K
-37.94%
Feb 28, 2025
Ausdal Financial Partners, Inc.
122.88K
1.46%
+59.50K
+93.88%
Mar 31, 2025
Hicks (Thomas Ollis Sr)
101.45K
1.2%
--
--
Feb 28, 2025
Donegan (Patrick)
94.11K
1.12%
-44.11K
-31.91%
Feb 28, 2025
HighPoint Advisor Group, LLC
61.00K
0.72%
--
--
Mar 31, 2025
View more
Related ETFs
Name
Proportion
No Data
Dividend
A total of
0.00
USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
No Data
Stock Split
Date
Type
Ratio
Apr 16, 2024
Merger
80<1
Apr 16, 2024
Merger
80<1
Apr 16, 2024
Merger
80<1
Apr 16, 2024
Merger
80<1
Date
Type
Ratio
Apr 16, 2024
Merger
80<1
Apr 16, 2024
Merger
80<1
Apr 16, 2024
Merger
80<1
Apr 16, 2024
Merger
80<1
