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Beneficient
325 N. Saint Paul Street, Suite 4850
Phone: (214) 445-4705p:214 445-4705 DALLAS, TX  75201  United States Ticker: BENFBENF
Business Summary
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.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
Yes--Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
9/30/20243/31/2024YesYes--Yes

Industries
SIC Code Description
6099 Functions related to depository banking, not elsewhere classified
6199 Finance services
6091 Nondeposit trust facilities
6770 Blank checks
6282 Investment advice

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman of the Board, Chief Executive Officer Bradley K.Heppner 57
Chief Financial Officer Gregory W.Ezell 48
President of BFF, Chief Fiduciary Officer, Director Derek L.Fletcher 55
9 additional Officers and Directors records available in full report.

Business Names
Business Name
AltAccess Securities Company, L.P.
AVAC
AVACU
18 additional Business Names available in full report.

General Information
Number of Employees: 80 (As of 6/3/2024)
Outstanding Shares: 5,080,606 (As of 11/8/2024)
Shareholders: 29
Stock Exchange: NASD
Federal Tax Id: 853451075


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Wednesday, January 29, 2025