The Beneficient Company Group Overview

  • Service
  • Lender

  • Founded
  • 2003

  • Professionals
  • 134


The Beneficient Company Group General Information


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

Year Founded
Service Provider Type
Primary Office
  • 325 North Saint Paul Street
  • Suite 4850
  • Dallas, TX 75201
  • United States
+1 (214) 000-0000

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The Beneficient Company Group Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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The Beneficient Company Group Team (38)

Name Title Related Financings Office Contact
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
You’re viewing 5 of 38 team members. Get the full list »

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
To view The Beneficient Company Group’s complete board members history, request access »