SEC Form DFiling only, no announcement found
Beneficient, based in Dallas, TX, reported $7,444,545 sold in a private offering of equity and options or warrants, with the first sale on July 8, 2026, in a Form D filed with the SEC on July 24, 2026. The filing says 1 investor has already invested.
Formerly Beneficient Co Group, L.P..
| Amount sold | $7,444,545Basis: Form D total amount sold, as of the filing of July 24, 2026. Not the announced round size. |
|---|---|
| Total offering | $7,444,545The most the company may sell under this offering. Not money raised. |
| Remaining to be sold | $0 |
| Securities offered | Equity; Security to be acquired upon exercise of option, warrant or other right |
| Exemption claimed | Rule 506(c) |
| Date of first sale | July 8, 2026 |
| Investors already invested | 1 |
| Non-accredited investors | None |
| Minimum investment accepted | $0 |
| Part of a merger or acquisition | No |
| Industry group | Other Banking and Financial Services |
| Principal place of business | Dallas, TX |
| Jurisdiction of incorporation | NEVADA |
| Entity type | Corporation |
| Year of incorporation | 2023 |
| Revenue range | Decline to Disclose |
| SEC CIK | 1775734 |
Round name, valuation, lead investor and participants are not on a Form D, so they are not shown. They appear here only when a press or company announcement is matched to this deal.
| Name, as filed | Relationship | VC Beast profile |
|---|---|---|
| Greg Ezell | Executive OfficerChief Financial Officer | None linked |
| Peter T. Cangany, Jr. | Director | None linked |
| Bruce W. Schnitzer | DirectorDirector | None linked |
| Derek L. Fletcher | Executive Officer, DirectorChief Fiduciary Officer, Director | None linked |
| James G. Silk | Executive OfficerChief Executive Officer | None linked |
| Karen J. Wendel | Director | None linked |
| Maria S. Rutledge | Executive OfficerChief Technology Officer | None linked |
| Patrick J. Donegan | Director | None linked |
| Mack Hicks | Director | None linked |
Form D lists the company's executive officers, directors and promoters. A director is often an investor's board representative, but the filing does not say who invested.
| Filed | Form | Amount sold | Total offering |
|---|---|---|---|
| Jul 24, 2026 | D (original) | $7,444,545 | $7,444,545 |
The latest filing states the current amount sold; an amendment replaces the figure before it.
From the issuer's EDGAR filing history. Amounts are shown for filings in our warehouse, which holds operating-company filings from July 16, 2026.
Filing only, no announcement found. The only source for this deal is the company's own SEC filing, made under penalty of law. When a press or company announcement is matched to it, it is cited here with the round name it gives.
Amount sold is the filing's total amount sold; total offering is its authorized maximum. This page was built from filings received through September 29, 2026. Report an error on the corrections page.
Cite this deal
VC Beast, "Beneficient: SEC Form D deal record", https://vcbeast.com/deals/beneficient-form-d-2026-07-08. Source: SEC EDGAR, accession 0001493152-26-034568.