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Balance Sheets Overview

Debt to Asset Ratio
137.29%
Unit: Thousand (K) dollars
Assets Breakdown
    • Investments held by customer exa...
    • Derivative asset, related party
    • Cash and cash equivalents
    • Other assets, net (related party...
Liabilities Breakdown
    • Accumulated deficit
    • Additional paid-in capital
    • Other liabilities (related party...
    • Others
Balance Sheets
2026-06-30
2026-03-31
2025-12-31
2025-09-30
Cash and cash equivalents
5,582
2,543
7,867
4,902
Investments, at fair value-Related Party-Variable Interest Entity Primary Beneficiary
-
0
-
-
Investments held by customer exalt trusts (related party of nil and nil)
212,468
195,536
205,776
243,978
Derivative asset, related party-Related Party
-
21,652
-
-
Insurance reimbursable receivable, net (note 20)
-
4,122
-
-
Prepaid expenses
-
1,614
-
-
Fixed assets (note 7)
-
1,082
-
-
Distribution receivables
-
181
-
-
Promissory notes receivable
-
5,517
-
-
Allowance for promissory notes receivable and other receivables
-
5,517
-
-
Loan fee receivable
-
2,932
-
-
Allowance for loan fee receivable
-
-2,932
-
-
Other assets
-
2,128
-
-
Derivative asset, related party
17,891
-
56,218
-
Other assets, net (related party of 515 and 514)
5,082
9,127
54,985
54,339
Intangible assets
-
0
3,100
3,100
Goodwill
9,914
9,914
9,914
9,914
Total assets
250,937
238,772
337,860
316,233
Accounts payable and accrued expenses (related party of 17,571 and 14,733)
-
17,571
-
-
Accounts payable and accrued expenses (related party of 18,285 and 17,571)
61,213
63,788
241,795
234,348
Other liabilities (related party of 30,497 and 19,360)
-
30,497
-
-
Other liabilities (related party of 33,237 and 30,497)
186,210
176,651
33,282
29,861
Warrants liability
295
308
487
365
Debt due to related parties
96,784
96,785
100,337
103,960
Total liabilities
344,502
337,532
375,901
368,534
Preferred series a subclass 0 redeemable unit accounts, nonunitized
90,526
90,526
90,526
90,526
Total temporary equity
90,526
90,526
90,526
90,526
Preferred stock-Series APreferred Stock
0
0
0
0
Preferred stock-Series BPreferred Stock
3
2
2
2
Common stock-Common Class A
15
14
14
9
Common stock-Common Class B
0
0
0
0
Additional paid-in capital
1,894,784
1,884,835
1,880,489
1,857,211
Accumulated deficit
-2,102,261
-2,095,478
-2,056,844
-2,076,757
Treasury stock, at cost (1 share as of june30, 2026 and march31, 2026)
3,444
3,444
3,444
3,444
Accumulated other comprehensive income (loss)
507
52
52
90
Noncontrolling interests
26,305
24,733
51,164
80,062
Total equity (deficit)
-184,091
-189,286
-128,567
-142,827
Total liabilities, temporary equity, and equity (deficit)
250,937
238,772
337,860
316,233
Unit: Thousand (K) dollars (except for numbers of shares and EPS). Numbers labeled with * are estimated quarterly values.

Time Plot

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Balance Sheets

Investments held by customerexalt trusts (related...$212,468K (-19.45%↓ Y/Y)Derivative asset, relatedparty$17,891K Goodwill$9,914K (0.00%↑ Y/Y)Cash and cashequivalents$5,582K (-26.67%↓ Y/Y)Other assets, net(related party of 515 and...$5,082K (-89.86%↓ Y/Y)Total assets$250,937K (-24.98%↓ Y/Y)Accumulated deficit-$2,102,261K (-1.41%↓ Y/Y)Treasury stock, at cost (1share as of june30,...$3,444K (0.00%↑ Y/Y)Total liabilities,temporary equity, and...$250,937K (-24.98%↓ Y/Y)Total equity(deficit)-$184,091K (-52.90%↓ Y/Y)Additional paid-in capital$1,894,784K (2.05%↑ Y/Y)Noncontrolling interests$26,305K (-73.55%↓ Y/Y)Accumulated othercomprehensive income (loss)$507K (25450.00%↑ Y/Y)Common stock-CommonClass A$15K (66.67%↑ Y/Y)Preferred stock-SeriesBPreferred Stock$3K (50.00%↑ Y/Y)Total liabilities$344,502K (-5.45%↓ Y/Y)Total temporaryequity$90,526K (0.00%↑ Y/Y)Other liabilities(related party of 33,237...$186,210K (592.15%↑ Y/Y)Debt due to relatedparties$96,784K (-10.71%↓ Y/Y)Accounts payable andaccrued expenses...$61,213K (-73.26%↓ Y/Y)Warrants liability$295K (49.75%↑ Y/Y)Preferred series asubclass 0 redeemable...$90,526K (0.00%↑ Y/Y)

Beneficient (BENF)

Beneficient (BENF)