Company Description
Beneficient, a technology-enabled financial service company, provides liquidity solutions to participants in the alternative asset industry.
It operates AltAccess platform, which provides liquidity, custody, and investment analytics solutions, including AltLiquidity, an online tool that helps to find liquidity solutions for its alternative assets on a cybersecure platform; AltQuote, a quote tool for alternative assets; AltAccess, a secure platform for end-to-end alternative asset transactions; AltCustody to digitize and track its alternative assets; AltData, an investment analytics for its alternative asset data in one place; and AltTrading, a trading solution.
The company serves mid-to-high net worth individual investors, small-to-midsize institutional investors, family offices, and fund general partners.
The company is based in Dallas, Texas.
| Country | United States |
| IPO Date | Dec 3, 2021 |
| Industry | Asset Management |
| Sector | Financial Services |
| Employees | 80 |
| CEO | Brad K. Heppner |
Contact Details
Address: 325 North Saint Paul Street Dallas, Texas United States | |
| Website | https://www.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 & Chief Executive Officer |
| Gregory W. Ezell | Chief Financial Officer |
| Maria S. Rutledge | Chief Technology Officer |
| Casey Brunner | MD & Head of Sponsor Firm Preferred Liquidity Program |
| David Rost | General Counsel |
| Derek L. Fletcher | President of BFF, Chief Fiduciary Officer & Director |
| Jeff Welday | Global Head of Originations & Distribution |
| Maureen S. Downey | Managing Director of Underwriting |
| Scott W. Wilson | Chief Underwriting Officer |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Jan 06, 2025 | DEFA14A | Filing |
| Jan 06, 2025 | 424B3 | Filing |
| Jan 06, 2025 | 8-K | Current Report |
| Dec 26, 2024 | SCHEDULE 13D/A | [Amend] Filing |
| Dec 23, 2024 | 4 | Filing |
| Dec 23, 2024 | 424B3 | Filing |
| Dec 23, 2024 | DEFA14A | Filing |
| Dec 23, 2024 | 8-K | Current Report |
| Dec 20, 2024 | 4 | Filing |
| Dec 17, 2024 | 4 | Filing |