BeneficientBENF
BENF
About: Beneficient is a technology-enabled financial services holding company that (together with its subsidiaries) provides simple, rapid, and cost-effective liquidity solutions to participants in the alternative asset industry through its end-to-end online platform, AltAccess. BCG's products and services are designed to meet the unmet needs of mid-to-high net-worth individual investors, small-to-midsize institutional investors, family offices, and fund general partners. Its bespoke liquidity solutions for otherwise illiquid alternative asset investments are delivered through proprietary technology and an innovative financing and trust structure. It has three reportable segments consisting of Ben Liquidity, Ben Custody and Customer ExAlt Trusts.
Employees: 80
0
Funds holding %
of 7,390 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
31% more funds holding
Funds holding: 16 [Q3] → 21 (+5) [Q4]
4.69% more ownership
Funds ownership: 17.54% [Q3] → 22.22% (+4.69%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
20% less capital invested
Capital invested by funds: $994K [Q3] → $796K (-$198K) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for BENF.
Financial journalist opinion
Neutral
GlobeNewsWire
2 weeks ago
Beneficient Announces Agreement to Settle GWG Litigation
DALLAS, March 10, 2025 (GLOBE NEWSWIRE) -- Beneficient (NASDAQ: BENF) (“Beneficient,” “Ben” or the “Company”), a technology-enabled platform providing exit opportunities and primary capital solutions and related trust and custody services to holders of alternative assets through its proprietary online platform, AltAccess, today announced that it has entered into a binding agreement to settle all claims in the previously disclosed lawsuits relating to GWG Holdings, Inc. (“GWG”) in federal court in the Northern District of Texas and the Bankruptcy Court for the Southern District of Texas (“GWG Litigation”) against the Company, its subsidiaries, and each of their current and former directors and officers, including its founder and CEO, Brad Heppner (collectively, the “Beneficient Parties”), for a sum within applicable insurance policy limits. The Company and its directors and officers have vigorously contested and continue to contest the allegations in the GWG Litigation, fundamentally challenging the underlying factual assertions and maintaining substantive and well-founded defenses.
Neutral
Seeking Alpha
1 month ago
Beneficient (BENF) Q3 2025 Earnings Call Transcript
Beneficient (NASDAQ:BENF ) Q3 2025 Earnings Conference Call February 13, 2025 8:30 AM ET Company Participants Dan Callahan - IR Brad Heppner - CEO and Chairman Greg Ezell - CFO Conference Call Participants Michael Kim - Zacks Aashi Shah - Sidoti Operator Good day, and thank you for standing by. Welcome to the Beneficient Third Quarter Fiscal 2025 Earnings Webcast.
Neutral
GlobeNewsWire
1 month ago
Beneficient Reports Results for Third Quarter Fiscal 2025
Announced Proposed Transaction to Increase Tangible Book Value to Ben Public Company Stockholders by $9 Million on 8.4 Million Shares Outstanding, Permanent Equity Increased by $35 Million Completed First Primary Capital Transaction as Part of Ongoing Business Development Activities Announced Proposed International Bank Acquisition to Expand Alternative and Digital Asset Markets Capabilities DALLAS, Feb. 13, 2025 (GLOBE NEWSWIRE) -- Beneficient (NASDAQ: BENF) (“Ben” or the “Company”), a technology-enabled platform providing exit opportunities and primary capital solutions and related trust and custody services to holders of alternative assets through its proprietary online platform, AltAccess, today reported its financial results for the fiscal 2025 third quarter, which ended December 31, 2024. Commenting on the fiscal 2025 third quarter results, Beneficient management said: “Our fiscal third quarter was focused on key steps that we believe will ready Ben for significant new activities in delivering liquidity, primary capital and digital asset markets solutions – which we believe are all opportunities to disrupt and enhance the solutions available to large financial audiences.
Neutral
GlobeNewsWire
1 month ago
Beneficient Announces Third Quarter Fiscal 2025 Earnings Release and Webcast
announced it will release Third Quarter Fiscal 2025 financial results on Thursday, February 13, 2025. Beneficient will also host a webcast on that day.
Neutral
GlobeNewsWire
3 months ago
Beneficient Enters into Transactions to Deliver Tangible Book Value and Other Benefits to Beneficient Public Company Stockholders Provided by Entities Controlled by CEO & Founder, Brad Heppner, and Other Founders
Beneficient has entered into an agreement with entities controlled by its founder and CEO to enhance current and and future shareholder value and growth.
Neutral
GlobeNewsWire
3 months ago
Beneficient Enters into Agreement to Acquire Mercantile Bank International to Expand its Alternative Asset Custody Services
Beneficient announced it has entered into an agreement to acquire Mercantile Bank International Corp., a Puerto Rico-based International Financial Entity.
Neutral
GlobeNewsWire
3 months ago
Beneficient to Present at the Emerging Growth Conference on December 4, 2024
Beneficient it has been invited to present on the Emerging Growth Conference on Wed., Dec. 4, 2024. The Company will host a webcast group presentation.
Neutral
GlobeNewsWire
3 months ago
Beneficient Regains Compliance with NASDAQ Minimum Stockholders' Equity Requirement and Audit Committee Requirement
DALLAS, Nov. 26, 2024 (GLOBE NEWSWIRE) -- Beneficient (the “Company”) (Nasdaq: BENF), a technology-enabled platform providing liquidity and related trust and custody services to holders of alternative assets, today announced that it has received notice from The Nasdaq Stock Market LLC ("Nasdaq") that it has regained compliance with the Stockholders' Equity Requirement under Nasdaq Listing Rule 5550(b)(1) and the Audit Committee Requirement under Nasdaq Listing Rule 5605(c)(2). As a result, the Company's securities will continue to be listed and traded on Nasdaq.
Neutral
GlobeNewsWire
4 months ago
Beneficient Consummates Transaction to Increase Permanent Equity by $35 Million
DALLAS, Nov. 22, 2024 (GLOBE NEWSWIRE) -- Beneficient (Nasdaq: BENF) (“Ben” or the “Company”), a technology-enabled financial services holding company announces that its subsidiary Beneficient Company Holdings, L.P. consummated a previously announced transaction pursuant to which approximately $35 million of its preferred equity was redesignated as non-redeemable, resulting in the addition of approximately $35 million of permanent equity on its balance sheet.
Neutral
GlobeNewsWire
4 months ago
Beneficient Appoints Karen J. Wendel to Board of Directors
Beneficient today announced the appointment of Karen J. Wendel as an independent member of the Company's Board of Directors as of November 21, 2024.
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