The Beneficient Company Group Overview
- Service
-
Lender
- Founded
-
2003
- Professionals
-
134
The Beneficient Company Group General Information
Description
The Beneficient Company Group provides a suite of liquidity solutions and other financial and fiduciary services for owners of alternative assets. The firm's liquidity solutions are available for most types of professionally managed alternative asset investments and can be customized to suit individual circumstances. Serving as a principal by using its own balance sheet, the firm operates as a permanent financial institution that helps to remove many of the traditional barriers to liquidity faced by mid to high-net-worth individuals and small to midsized institutions. Founded in 2003, the firm is based in Dallas Texas.
Contact Information
Website
www.trustben.com
Year Founded
2003
Service Provider Type
Lender
Primary Office
- 325 North Saint Paul Street
- Suite 4850
- Dallas, TX 75201
- United States
+1 (214) 000-0000
The Beneficient Company Group Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
The Beneficient Company Group Team (38)
| Name | Title | Related Financings | Office | Contact Info |
|---|---|---|---|---|
| Bradley Heppner | Founder, Senior Partner Director, Chairman & Chief Executive Officer | 0 | Dallas, TX | |
| Derek Fletcher JD | President, Chief Fiduciary Officer & Director of Community Reinvestment Committee | Dallas, TX | ||
| Greg Ezell | Chief Financial Officer | Dallas, TX | ||
| Maria Rutledge | Chief Technology Officer | Dallas, TX | ||
| Maureen Downey | Managing Director, Alternative Asset Underwriting | San Francisco, CA |
The Beneficient Company Group Board Members (5)
| Name | Representing | Role | Since |
|---|---|---|---|
| Bradley Heppner | The Beneficient Company Group | Founder, Senior Partner Director, Chairman & Chief Executive Officer | 000 0000 |
| Dennis Lockhart | Self | Director & Chairman, Credit Committee | 000 0000 |
| Peter Cangany Jr. | Self | Director & Chairman, Audit Committee | 000 0000 |
| Richard Fisher | Self | Senior Partner, Board Member & Member of Credit Committee, Enterprise Risk Committee & Compensation Committee & Chairman of Community Reinvestment | 000 0000 |
| Thomas Hicks | The Beneficient Company Group | Senior Partner, Vice Chairman & Member of Executive Committee, Nominating Committee & Enterprise Risk Committee | 000 0000 |