Data / Form D filings / Beneficient
Beneficient: Form D filings
Beneficient, a financial services company in Dallas, TX, filed 16 Form D notices with the SEC between 2021 and 2026. The latest, on July 24, 2026, reports $7.4 million sold of a $7.4 million offering to 1 investor.
SpecStream is the live web data engine for teams and agents. It reads every Form D on SEC EDGAR the day it is filed, and this page is that reading. Ask for your own cut (a state, an industry, a size) and new filings arrive in your sheet, CRM, Slack or agent as they land.
Company details from the filing
- Address
- 325 N. SAINT PAUL ST. SUITE 4850, Dallas, TX, 75201
- Phone
- (214) 445-4700
- Industry
- Other Banking and Financial Services
- Entity type
- Corporation
- Incorporated in
- Nevada
- Year incorporated
- 2023
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(c)
- SEC identifier (CIK)
- 1775734
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jul 24, 2026 | New notice | $7,444,545 | $7,444,545 | 1 | Jul 8, 2026 | sec.gov | |
| Apr 17, 2026 | New notice | $8,752,140 | $8,752,140 | 1 | Apr 8, 2026 | sec.gov | |
| Jan 20, 2026 | New notice | $3,022,728 | $3,022,728 | 1 | Jan 5, 2026 | sec.gov | |
| Jul 2, 2025 | New notice | $1,910,370 | $1,910,370 | 1 | Jun 17, 2025 | sec.gov | |
| May 6, 2025 | New notice | $233,333 | $233,333 | 1 | Apr 21, 2025 | sec.gov | |
| Apr 18, 2025 | New notice | $9,655,758 | $9,655,758 | 1 | Apr 4, 2025 | sec.gov | |
| Jan 16, 2025 | New notice | $1,361,926 | $1,361,926 | 1 | Dec 31, 2024 | sec.gov | |
| Aug 28, 2024 | Amendment | $7,085,755 | $3,600,000 | $3,485,755 | 1 | Aug 6, 2024 | sec.gov |
| Aug 20, 2024 | New notice | $7,085,755 | $3,600,000 | $3,485,755 | 1 | Aug 6, 2024 | sec.gov |
| Mar 13, 2024 | New notice | $62,096,231 | $62,096,231 | 3 | Mar 6, 2024 | sec.gov | |
| Feb 21, 2024 | New notice | $2,000,000 | $2,000,000 | 1 | Feb 6, 2024 | sec.gov | |
| Feb 21, 2024 | New notice | $200,000 | $200,000 | 1 | Feb 6, 2024 | sec.gov | |
| Aug 14, 2023 | New notice | $48,525,810 | $37,689,946 | $10,835,864 | 1 | Aug 1, 2023 | sec.gov |
| Dec 22, 2022 | Amendment | $383,686,422 | $383,686,422 | 7 | Dec 7, 2021 | sec.gov | |
| Dec 16, 2022 | New notice | $901,250,000 | $5,300,000 | $895,950,000 | 1 | Dec 1, 2022 | sec.gov |
| Dec 22, 2021 | New notice | $2,500,000,000 | $352,000,000 | $2,148,000,000 | 5 | Dec 7, 2021 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Greg Ezell | Executive Officer | Chief Financial Officer |
| Peter T. Cangany, Jr. | Director | |
| Bruce W. Schnitzer | Director | Director |
| Derek L. Fletcher | Executive Officer, Director | Chief Fiduciary Officer, Director |
| James G. Silk | Executive Officer | Chief Executive Officer |
| Karen J. Wendel | Director | |
| Maria S. Rutledge | Executive Officer | Chief Technology Officer |
| Patrick J. Donegan | Director | |
| Mack Hicks | Director |
Other financial services companies in Texas that filed recently
- Green Tiger Software Inc. $2.2 million · Oct 30, 2026
- Future Health Holdings LLC offering · Oct 29, 2026
- Zippy, Inc. /DE $20 million · Oct 15, 2026
- CENTRAL BANCSHARES, INC. $25 million · Sep 18, 2026
- UBANK HOLDINGS, INC. $20 million · Sep 16, 2026
- Shift Capital, Inc. $520,500 · Aug 14, 2026
Every Form D from the week of Jul 20, 2026 · All recent filings in Texas · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what Beneficient reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.