---
schema_version: "secwatch.filing_event.v1"
accession: "0001493152-26-033069"
form_type: "8-K"
ticker: "BENF"
cik: "0001775734"
company_name: "Beneficient"
filed_at: "2026-07-13T21:05:29+00:00"
generated_at: "2026-07-13T21:08:14.636773+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Beneficient closes $7.44M primary capital transaction in Quartus AI Fund II; adds tangible book value

## Summary
- Closed $7.44M primary capital commitment in Quartus AI Fund II LP, managed by Quartus Capital Partners.
- Issued Series B-11 Resettable Convertible Preferred Stock convertible into Class A common at initial price of $3.6514 per share.
- Commitment can scale up to $26.25M if Fund reaches $150M target capital commitments.
- Transaction adds ~$7.44M to tangible book value; FYTD GP primary capital transactions total $17.2M.
- Second GP primary capital transaction this year with an AI-focused fund managed by Quartus.

## SEC filing metadata
- accession: 0001493152-26-033069
- form_type: 8-K
- ticker: BENF
- cik: 0001775734
- company_name: Beneficient
- filed_at: 2026-07-13T21:05:29+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 3.02, 5.03, 3.03, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1775734/000149315226033069/0001493152-26-033069-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1775734/000149315226033069/form8-k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001493152-26-033069
- JSON: https://secwatch.observer/filing/0001493152-26-033069.json
- Plain text: https://secwatch.observer/filing/0001493152-26-033069.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.