Growth Metrics

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 🔒
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