Brad Heppner
Chief Executive Officer at BENEFICIENT
Net worth: 466 M $ as of 2024-04-29
Profile
Brad K.
Heppner is the founder of Capital Analytics, Inc., Highland Consolidated Business Holdings LP, The Beneficient Co. Group LP, Central Kansas Community Foundation, Inc. He is currently the Chief Executive Officer of Beneficient Capital Co. LLC, Chairman & Chief Executive Officer of Beneficient, Chairman of GWG Life LLC, and Director of SMU-Cox School of Business.
He formerly served as Chairman & Chief Executive Officer of Lehman Crossroads Investment Advisers LP, Chairman of GWG Holdings, Inc., and Director-Investments of John D.
& Catherine T.
MacArthur Foundation.
He received his undergraduate degree from Southern Methodist University and his MBA from Kellogg School of Management.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2023-06-06 | 61,339,318 ( inf% ) | 272 M $ | 2024-04-29 | |
Beneficient Company Holdings LP
inf% | 2023-06-06 | 19,644,078 ( inf% ) | 87 M $ | 2024-04-29 |
BENEFICIENT
inf% | 2024-02-28 | 17,719,483 ( inf% ) | 78 M $ | 2024-04-29 |
Beneficient Company Holdings LP
inf% | 2023-06-06 | 6,550,064 ( inf% ) | 29 M $ | 2024-04-29 |
Beneficient Company Holdings LP
inf% | 2023-06-06 | 25,888 ( inf% ) | 114 684 $ | 2024-04-29 |
BENEFICIENT CLASS A
0.42% | 2024-02-28 | 13,690 ( 0.42% ) | 60 647 $ | 2024-04-29 |
Brad Heppner active positions
| Companies | Position | Start |
|---|---|---|
| BENEFICIENT | Chief Executive Officer | 2023-06-06 |
Beneficient Capital Co. LLC
 Beneficient Capital Co. LLC Financial ConglomeratesFinance Beneficient Capital Co. LLC engages in the provision of lending and liquidity products to owners of alternative assets. The company is headquartered in Dallas, TX. | Chief Executive Officer | - |
GWG Life LLC
 GWG Life LLC Life/Health InsuranceFinance GWG Life LLC engages in the provision of life insurance services. Through LifeCareXchange, it offers protection, income, LTC benefit, and lump sump benefits. The company was founded in 2006 and is headquartered in Minneapolis, MN. | Chairman | - |
| SMU-Cox School of Business | Director/Board Member | - |
| Central Kansas Community Foundation, Inc. | Founder | - |
Former positions of Brad Heppner
| Companies | Position | End |
|---|---|---|
| GWG HOLDINGS, INC. | Chairman | 2021-06-13 |
Lehman Crossroads Investment Advisers LP
 Lehman Crossroads Investment Advisers LP Investment ManagersFinance Lehman Crossroads Investment Advisers LP is a private equity firm located in Dallas, Texas with an additional office in New York City. They are a division of the Lehman Brothers Private Equity Group and their ultimate parent is Barclays Plc (NYSE: BCS). The firm's sole focus is the diversified private equity investing of the Crossroads Family of Funds. | Chairman | 2005-05-23 |
John D. & Catherine T. MacArthur Foundation
 John D. & Catherine T. MacArthur Foundation Investment Trusts/Mutual FundsMiscellaneous The John D. & Catherine T. MacArthur Foundation (dba MacArthur Foundation) is a private foundation headquartered in Chicago, Illinois. Founded in 1970, the firm supports creative people, effective institutions, and influential networks building a more just, verdant, and peaceful world. MacArthur Foundation provides grants and impact investments to organizations and individuals in the US and around the world. | Chief Investment Officer | 1992-12-31 |
| Highland Consolidated Business Holdings LP | Founder | - |
| ░░░░░░░ ░░░░░░░░░░ ░░░░ | ░░░░░░░ | - |
Training of Brad Heppner
| Southern Methodist University | Undergraduate Degree |
| Kellogg School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| BENEFICIENT | Finance |
| Private companies | 9 |
|---|---|
John D. & Catherine T. MacArthur Foundation
John D. & Catherine T. MacArthur Foundation Investment Trusts/Mutual FundsMiscellaneous The John D. & Catherine T. MacArthur Foundation (dba MacArthur Foundation) is a private foundation headquartered in Chicago, Illinois. Founded in 1970, the firm supports creative people, effective institutions, and influential networks building a more just, verdant, and peaceful world. MacArthur Foundation provides grants and impact investments to organizations and individuals in the US and around the world. | Miscellaneous |
Lehman Crossroads Investment Advisers LP
Lehman Crossroads Investment Advisers LP Investment ManagersFinance Lehman Crossroads Investment Advisers LP is a private equity firm located in Dallas, Texas with an additional office in New York City. They are a division of the Lehman Brothers Private Equity Group and their ultimate parent is Barclays Plc (NYSE: BCS). The firm's sole focus is the diversified private equity investing of the Crossroads Family of Funds. | Finance |
Capital Analytics, Inc.
 Capital Analytics, Inc. Investment ManagersFinance Capital Analytics, Inc. provides portfolio management, accounting and data services. It offers private equity fund administration services for general partners and portfolio administration services for limited partners. The company was founded in 1981 and is headquartered in Dallas, TX. | Finance |
GWG Life LLC
GWG Life LLC Life/Health InsuranceFinance GWG Life LLC engages in the provision of life insurance services. Through LifeCareXchange, it offers protection, income, LTC benefit, and lump sump benefits. The company was founded in 2006 and is headquartered in Minneapolis, MN. | Finance |
GWG Holdings, Inc.
 GWG Holdings, Inc. Life/Health InsuranceFinance GWG Holdings, Inc. engages in the business of life insurance secondary market. It offers liquidity solutions and services for the owners of illiquid investments. It operates through the following segments: Secondary Life Insurance, Beneficient, and Corporate and Other. The Secondary Life Insurance segment seeks to earn non-correlated yield from the portfolio of life insurance policies. The Beneficient segment includes assets and operations of Ben LP and its subsidiaries. The company was founded by Jon R. Sabes, Paul A. Siegert, and Steven F. Sabes in February 2006 and is headquartered in Dallas, TX. | Finance |
The Beneficient Co. Group LP
 The Beneficient Co. Group LP Investment ManagersFinance The Beneficient Co. Group LP engages in the provision of liquidity and administrative services for holders of alternative assets and illiquid investment funds. The company was founded by Brad K. Heppner and is headquartered in Dallas, TX. | Finance |
Beneficient Capital Co. LLC
Beneficient Capital Co. LLC Financial ConglomeratesFinance Beneficient Capital Co. LLC engages in the provision of lending and liquidity products to owners of alternative assets. The company is headquartered in Dallas, TX. | Finance |
| Highland Consolidated Business Holdings LP | |
| Central Kansas Community Foundation, Inc. |
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