Beneficient (BENF) Assets Average (2023 - 2025)

Beneficient's (BENF) quarterly Assets Average came in at $327.0 million in Q4 2025, down 14.92% year-on-year from $384.4 million in Q4 2024, and up 0.52% quarter-over-quarter from $325.4 million in Q3 2025.

Beneficient (BENF) Assets Average (2023 - 2025) Analysis & Trends

Beneficient has disclosed Assets Average across 3 years of filings, most recently posting $327.0 million for Q4 2025.

  • Assets Average for Q4 2025 came in at $327.0 million, down 14.92% year-over-year; the trailing twelve-month figure through Dec 2025 was $327.0 million (down 14.92% YoY), and the FY2025 annual result was $361.7 million, down 77.94% from the prior year.
  • Assets Average came in at $327.0 million for Q4 2025 at Beneficient, up from $325.4 million in the prior quarter.
  • In the past five years, Assets Average ranged from a high of $2.4 billion in Q2 2023 to a low of $325.4 million in Q3 2025.
  • The 3-year median for Assets Average is $377.4 million (2025), against an average of $716.5 million.
  • Across the five-year window, Assets Average plunged 84.49% in 2024 and slipped 5.54% in 2025, its largest moves.
  • Beneficient's Assets Average stood at $978.8 million in 2023, then tumbled by 60.73% to $384.4 million in 2024, then retreated by 14.92% to $327.0 million in 2025.
  • The last three Assets Average figures came in at $327.0 million (Q4 2025), $325.4 million (Q3 2025), and $344.7 million (Q2 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets Avg. (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 170.12 Bn
2 Blackstone 96.85 Bn 95.80 Bn - 48.02 Bn
3 Kkr 86.45 Bn 133.96 Bn - 411.11 Bn
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 464.24 Bn
5 State Street 46.95 Bn 21.27 Bn - 379.11 Bn
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 187.68 Bn
7 Northern Trust 31.92 Bn 31.92 Bn - 175.85 Bn
8 Raymond James Financial 30.62 Bn 19.37 Bn - 90.35 Bn
9 Ares Management 29.04 Bn 32.41 Bn - 28.51 Bn
10 Beneficient 84.72 Mn 111.16 Mn - 327.05 Mn

Historic Data

Download Data
DateValue
Dec 31, 2025 327.05 Mn
Sep 30, 2025 325.37 Mn
Jun 30, 2025 344.69 Mn
Mar 31, 2025 377.44 Mn
Dec 31, 2024 384.40 Mn
Sep 30, 2024 365.05 Mn
Jun 30, 2024 364.90 Mn
Mar 31, 2024 434.53 Mn
Dec 31, 2023 978.78 Mn
Sep 30, 2023 1.63 Bn
Jun 30, 2023 2.35 Bn