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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: 150

Funds holding %
of 6,474 funds
Analysts bullish %
News positive %
of 3 articles

Fund manager confidence

Based on 2023 Q4 SEC filings by fund managers ($100M+ AUM)

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

21% more funds holding

Funds holding: 14 [Q3] → 17 (+3) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

1.46% less ownership

Funds ownership: 22.26% [Q3] → 20.8% (-1.46%) [Q4]

81% less capital invested

Capital invested by funds: $140M [Q3] → $26M (-$114M) [Q4]

Research analyst outlook

We haven’t received any recent analyst ratings for BENF.

Financial journalist opinion

Based on 3 articles about BENF published over the past 30 days

1 month ago
Beneficient Enters into New Liquidity Transaction with ff Venture Capital
- Related liquidity transactions with three funds managed by ff Venture Capital, a leading investor in emerging industries, including fintech - With full participation from all limited partners, it is estimated Ben's loan portfolio collateral will grow by up to $121.5 million - Upon closing and assuming full participation, Beneficient will have completed, in aggregate, over $1.1 billion of NAV in liquidity transactions with general partners through fund restructurings and continuation vehicles DALLAS, March 06, 2024 (GLOBE NEWSWIRE) -- Beneficient (Nasdaq: BENF) (together with its affiliates, “Ben” or the “Company”), a technology-enabled platform focused on providing liquidity and related trust and custody services to holders of alternative assets, today announced that it has agreed to the financing of liquidity transactions for three separate funds managed by ff Venture Capital, a leading venture capital firm. Limited partners in each of the participating funds have the option to participate and, in exchange for their respective interests in the fund's alternative assets, receive, in the aggregate, up to approximately $62 million in stated value of shares of the Company's Resettable Convertible Preferred Stock (the “Preferred Stock”), which is convertible at the election of the holder into shares of the Company's Class A common stock and potential earnout payments over a period of up to ten (10) years.
Beneficient Enters into New Liquidity Transaction with ff Venture Capital