45
Beneficient raises $7.4M under Reg D
Company raise · Closed · Offering $7.4M · Sold $7.4M · DALLAS, TX · filed 2026-07-24
Placement agent engaged
45
Beneficient raises $1.4M under Reg D
Company raise · Closed · DALLAS, TX · Form D filed 2025-01-16
First raise on EDGARPlacement agent engaged
How this compares
- Among 1,307 fund launches filed from TX in the same window it is larger than 23%; the TX median is $4M.
- No earlier fund launch by this sponsor appears on EDGAR.
Computed from every Form D fund launch on EDGAR since late 2024, not sampled. Amounts are the stated offering size; indefinite offerings are excluded.
Beneficient on EDGAR
Earlier and related filings by the same issuer and sponsor.
45
Beneficient raises $8.8M under Reg D
Company raise · Closed · Offering $8.8M · Sold $8.8M · DALLAS, TX · filed 2026-04-17
Placement agent engaged
45
Beneficient raises $3M under Reg D
Company raise · Closed · Offering $3M · Sold $3M · DALLAS, TX · filed 2026-01-20
Placement agent engaged
40
Beneficient raises $1.9M under Reg D
Company raise · Closed · Offering $1.9M · Sold $1.9M · DALLAS, TX · filed 2025-07-02
Placement agent engaged
30
Beneficient raises $233K under Reg D
Company raise · Closed · Offering $233K · Sold $233K · DALLAS, TX · filed 2025-05-06
Placement agent engaged
45
Beneficient raises $9.7M under Reg D
Company raise · Closed · Offering $9.7M · Sold $9.7M · DALLAS, TX · filed 2025-04-18
Placement agent engaged
People on the filing
| Karen Wendel | Director |
| Scott Wilson | Executive Officer |
| Patrick Donegan | Director |
| Jeff Welday | Executive Officer |
| Derek Fletcher | Executive Officer, Director |
| Brad Heppner | Executive Officer, Director |
| Maria Rutledge | Executive Officer |
| Thomas Hicks | Director |
| Peter Cangany, Jr. | Director |
| Bruce Schnitzer | Director |
| Greg Ezell | Executive Officer |
Signed by David B. Rost, General Counsel.
Placement agents / sales compensation: AltAccess Securities Company, L.P.
Why now — by persona
Relevant to: Executive & technical recruiting, B2B software & services sales, Commercial banking / treasury, D&O and management-liability insurance, Outsourced accounting / CFO.
Filing contact
The issuer's phone number and address from the filing are shown to subscribers. See plans.