Capital Flow Monitor · Sponsors · CIK 1775734
Beneficient
325 N. SAINT PAUL ST., DALLAS, TX, 75201 · 214-445-4700
Other Banking and Financial Services · Corporation· inc. NEVADA true 2023
Fit score
—
Offering
$8.8M
Sold
$8.8M
% sold
100.0%
Investors
1
Min investment
$0
Exemption
506(c)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-07-24 | D | 506(c) | $7.4M | $7.4M | 100.0% | 1 | EDGAR ↗ |
| 2026-04-17 | D ·current | 506(c) | $8.8M | $8.8M | 100.0% | 1 | EDGAR ↗ |
| 2026-01-20 | D | 506(b) | $3.0M | $3.0M | 100.0% | 1 | EDGAR ↗ |
| 2025-07-02 | D | 506(c) | $1.9M | $1.9M | 100.0% | 1 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
- Greg Ezell — Executive Officer, Dallas, TX
- Peter T. Cangany, Jr. — Director, Dallas, TX
- Bruce W. Schnitzer — Director, Dallas, TX
- Derek L. Fletcher — Executive Officer / Director, Dallas, TX
- James G. Silk — Executive Officer, Dallas, TX
- Karen J. Wendel — Director, Dallas, TX
- Maria S. Rutledge — Executive Officer, Dallas, TX
- Patrick J. Donegan — Director, Dallas, TX
- Mack Hicks — Director, Dallas, TX
Placement agents
- Altaccess Securities Company, L.p. · 0 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.