Beneficient

What We Do

Ben provides private trust solutions, including a unique suite of lending and liquidity products, to owners of alternative assets, focused on offering liquidity, with proprietary capital offered from the balance sheet of our own trust company. Ben private trust, lending and liquidity products focused on bringing liquidity to owners of professionally managed alternative assets. Ben’s innovative liquidity solutions are designed to serve mid-to-high net worth (“MHNW”) individuals, small-to-mid sized (“STM”) institutions, and asset managers who have historically possessed few attractive options to access early liquidity from their alternative assets. Beneficient targets MHNW clients with $5 million to $30 million in net worth and STM institutional clients typically holding less than $1 billion in assets.

In providing these solutions, we can leverage our three structural advantages of a lower cost of capital, lower execution costs and lower holding costs.

So what does this mean for you?

More cost-effective and simpler process

Potentially Higher Advance Rates

Rapid time to close

We specialize in providing liquidity for the following types of alternative asset funds:

  • Private equity
  • Venture capital
  • Leveraged buyouts
  • Special situations / structured credit
  • Private debt
  • Real estate
  • Feeder funds
  • Fund of funds
  • Life insurance policies
  • Natural resources
  • Non-traded BDCs
  • Non-traded REITs

Our core businesses include:

Opportunities to invest in the alternative asset space have been growing, as more sponsors offer these investments to smaller investors. With these new opportunities comes a greater need for a partner like Ben. Our range of liquidity solutions are potentially available for taxable and tax-deferred accounts.

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Leveraging our proprietary trust solutions, Ben intends to address the workflow burden of holding alternative assets with specialized administration, reporting, and custody services.

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Ben intends to offer unique alternative income solutions to a growing network of broker-dealers as well as develop nextgen technologies.

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Ben intends to provide tailored insurance coverage, which will insure against possible financial loss from the default of assignment and transfer of alternative asset investments.

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The value proposition is that we can provide fair liquidity value on a far less costly and far quicker basis than existing solutions.

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© 2011-2020 The Beneficient Company Group, L.P.

Trust services will be provided by Beneficient Trust Company, LTA (BTC) and Beneficient Trust and Clearing Company, LTA (BTCC). BTC and BTCC are wholly-owned subsidiaries of Ben.

Securities Products are offered through Emerson Equity LLC. Member FINRA SIPC. The Beneficient Company Group, L.P. and Emerson Equity LLC are separate, unaffiliated entities.

Ben does not provide investment advisory services or tax, accounting or legal advice. The products and services described on this website may not be suitable for all users and you should consult with your legal, tax or other advisors prior to taking any action relating to the subject matter contained on this website. The contents hereof do not constitute an offer or solicitation to buy or sell any securities, financial instruments, products or services.

Ben’s products and services are not insured by the FDIC or any other government agency, are not guaranteed by Ben or its subsidiaries, affiliates or parent company, may lose value, and are not a Bank deposit.

Important Information About Procedures for Establishing a Relationship with Ben

To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who establishes a relationship or carries out a transaction with the financial institution.

What this means for you: When you establish a relationship or carry out a transaction with us, we will ask for your name, address, date of birth and other information that will allow us to identify you (or similar identifying information for entities). We may also ask to see or that you provide us with copies of your driver’s license or other identifying documents.

If you are unable or unwilling to provide this information, we may not be able to establish a relationship or carry out a transaction with you. We thank you for your patience and hope that you will support the financial industry’s efforts to deny terrorists and money launderers access to America’s financial system.