Beneficient (BENFW) Assets Average (2023 - 2025)
Beneficient recorded quarterly Assets Average of $327.0 million in Q4 2025, up 0.52% quarter-over-quarter from $325.4 million in Q3 2025, and down 14.92% year-over-year from $384.4 million in Q4 2024.
Beneficient's Assets Average history runs 3 years deep, the most recent figure standing at $327.0 million for Q4 2025.
- In Q4 2025, Assets Average fell 14.92% year-over-year to $327.0 million; the TTM figure through Dec 2025 stood at $327.0 million (down 14.92% YoY), while the FY2025 annual figure 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.
- A 3-year average of $716.5 million and a median of $377.4 million in 2025 frame the typical range for Assets Average.
- Across the five-year window, Assets Average tumbled 84.49% in 2024 and dropped 5.54% in 2025, its largest moves.
- Beneficient's Assets Average stood at $978.8 million in 2023, then slumped by 60.73% to $384.4 million in 2024, then decreased by 14.92% to $327.0 million in 2025.
- According to Business Quant data, Assets Average over the past three periods registered $327.0 million, $325.4 million, and $344.7 million for Q4 2025, Q3 2025, and Q2 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 170.12 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 48.02 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 411.11 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 17.49 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 464.24 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 379.11 Bn |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 187.68 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 175.85 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 28.51 Bn |
| 10 | Beneficient | - | - | - | 327.05 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |