Before you sign or pay
- Court and bankruptcy: No federal court case or bankruptcy filing found under Beneficient in our court records and SEC 8-K records (as of 2026-10-18).
- Ownership: 5%+ holders are reported on Schedule 13D or 13G; the latest names James G. Silk (filed 2026-07-09).
Who is behind it
Beneficient: incorporated in Nevada; business address in Dallas, Texas; industry Finance Services (Schedule 13G/A, 2026-10-05).
Officers and directors, each with the role and the filing that names them:
- Greg Ezell: Executive Officer (Form D, 2026-07-24)
- Peter T. Cangany, Jr.: Director (Form D, 2026-07-24)
- Bruce W. Schnitzer: Director (Form D, 2026-07-24)
- Derek L. Fletcher: Executive Officer, Director (Form D, 2026-07-24)
- James G. Silk: Executive Officer (Form D, 2026-07-24)
- Karen J. Wendel: Director (Form D, 2026-07-24)
- Maria S. Rutledge: Executive Officer (Form D, 2026-07-24)
- Patrick J. Donegan: Director (Form D, 2026-07-24)
- Mack Hicks: Director (Form D, 2026-07-24)
| Report | Holder | Share |
|---|---|---|
| Schedule 13G/A, 2026-10-05 | Ya Ii Pn, LTD. | 0% |
| Schedule 13D, 2026-07-09 | James G. Silk | 7.5% |
| Schedule 13D/A, 2026-04-20 | Mack Hicks | 81.2% |
| Schedule 13G/A, 2025-11-14 | Hatteras Investment Partners, LP | 0% |
| Schedule 13G/A, 2025-08-19 | Hatteras Investment Partners, LP | 6.7% |
Money raised
| Filed | Sold | Offered |
|---|---|---|
| Form D, 2026-07-24 | $7.44M | $7.44M |
| Form D, 2026-04-17 | $8.75M | $8.75M |
| Form D, 2026-01-20 | $3.02M | $3.02M |
| Form D, 2025-07-02 | $1.91M | $1.91M |
| Form D, 2025-05-06 | $233K | $233K |
| Form D, 2025-04-18 | $9.66M | $9.66M |
| Form D, 2025-01-16 | $1.36M | $1.36M |
| Form D, 2024-08-20 | $3.60M | $7.09M |
Latest IPO step: Beneficient filed to go public (S-1, 2026-07-29).
IPO filings: S-1, 2026-07-29, S-1, 2025-12-23, S-1/A, 2024-11-08, RW, 2024-10-24, S-1/A, 2024-10-24.
Related pages
Filings, cases and notices link to their records. A not-found line names the records searched; it is not proof of absence.
Not for employment, credit, insurance or tenancy decisions.
Cite this page
Permanent URL:
https://mentionfox.com/who-owns/beneficientLast updated 2026-10-18
Who owns Beneficient? Owners, funding and legal record. MentionFox, 2026-10-18. https://mentionfox.com/who-owns/beneficient