Beneficient
BENFNASDAQFinancialsAsset Management

About Beneficient

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 three segments Ben Liquidity, Ben Custody, and Customer ExAlt Trusts. 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.

Company Information

CEOJames Silk
Founded2003
Employees55
CountryUnited States
Fiscal YearApril - March

Stock Details

ExchangeNASDAQ (NASDAQ)
CurrencyUSD - USD
TypeStock
SubtypeCommon Stock
Share ClassClass A Shares

Contact Information

Phone214 445 4700
Address
325 North Saint Paul Street, Suite 4850 Dallas, Texas 75201 United States

Corporate Identifiers

CIK0001775734
CUSIP08178Q101
ISINUS08178Q3092
EIN72-1573705
SIC6199

Leadership Team & Key Executives

James G. Silk
Interim Chief Executive Officer
Derek L. Fletcher
President of BFF, Chief Fiduciary Officer and Director
Gregory W. Ezell
Chief Financial Officer
Maria S. Rutledge
Chief Technology Officer
David Rost
General Counsel
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