BENEFICIENT

Profile

Company Names

BENEFICIENT
BENEFICIENT CO GROUP, L.P.

Addresses

325 N. SAINT PAUL ST., SUITE 4850, DALLAS, TX 75201

325 N. SAINT PAUL STREET, SUITE 4850, DALLAS, TX 75201

Phone Numbers

2144454705

 

Entity Type:

CORPORATION

Industry:

OTHER BANKING AND FINANCIAL SERVICES

Year Incorporated:

> 5 years ago

State Incorporated:

DELAWARE

Total Amount Raised:

$517,508,854.00

Number of Funding Rounds:

12
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
12
2026-04-08 
$8,752,140.00 
$8,752,140.00 
$0.00 
Equity 
11
2026-01-05 
$3,022,728.00 
$3,022,728.00 
$0.00 
Equity 
10
2025-06-17 
$1,910,370.00 
$1,910,370.00 
$0.00 
Equity 
9
2025-04-21 
$233,333.00 
$233,333.00 
$0.00 
Equity 
8
2025-04-04 
$9,655,758.00 
$9,655,758.00 
$0.00 
Equity 
7
2024-12-31 
$1,361,926.00 
$1,361,926.00 
$0.00 
Equity 
6
2024-08-06 
$3,600,000.00 
$7,085,755.00 
$3,485,755.00 
Equity, Debt 
5
2024-03-06 
$62,096,231.00 
$62,096,231.00 
$0.00 
Equity 
4
2024-02-06 
$200,000.00 
$200,000.00 
$0.00 
Equity 
3
2023-08-01 
$37,689,946.00 
$48,525,810.00 
$10,835,864.00 
Equity 
2
2022-12-01 
$5,300,000.00 
$901,250,000.00 
$895,950,000.00 
Equity 
1
2021-12-07 
$383,686,422.00 
$383,686,422.00 
$0.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
BENEFICIENT MANAGEMENT 
 
BENEFICIENT MANAGEMENT, L.L.C. 
EXECUTIVE OFFICER, DIRECTOR
N/A 
 
BENEFICIENT MANAGEMENT, L.L.C. 
EXECUTIVE OFFICER, DIRECTOR
EMILY 
 
BOWERSOCK HILL 
DIRECTOR
PETER 
 
CANGANY, JR. 
DIRECTOR
PETER 
T. 
CANGANY, JR. 
DIRECTOR
ART 
 
DAMOULAKIS 
EXECUTIVE OFFICER
PATRICK 
 
DONEGAN 
DIRECTOR
PATRICK 
J. 
DONEGAN 
DIRECTOR
GREG 
 
EZELL 
EXECUTIVE OFFICER, DIRECTOR
GREGORY 
W. 
EZELL 
EXECUTIVE OFFICER
RICHARD 
W. 
FISHER 
DIRECTOR
DEREK 
 
FLETCHER 
EXECUTIVE OFFICER, DIRECTOR
DEREK 
L. 
FLETCHER 
EXECUTIVE OFFICER, DIRECTOR
BRAD 
 
HEPPNER 
EXECUTIVE OFFICER, DIRECTOR
BRAD 
HEPPNER 
EXECUTIVE OFFICER, DIRECTOR
BRAD 
K. 
HEPPNER 
EXECUTIVE OFFICER, DIRECTOR
THOMAS 
 
HICKS 
DIRECTOR
SAMUEL 
 
HIKSPOORS 
EXECUTIVE OFFICER
EMILY 
B. 
HILL 
DIRECTOR
DENNIS 
LOCKHART 
DIRECTOR
DENNIS 
P. 
LOCKHART 
DIRECTOR, EXECUTIVE OFFICER
MARIA 
 
RUTLEDGE 
EXECUTIVE OFFICER, DIRECTOR
MARIA 
S. 
RUTLEDGE 
EXECUTIVE OFFICER
BRUCE 
 
SCHNITZER 
DIRECTOR
BRUCE 
W. 
SCHNITZER 
DIRECTOR
JAMES 
 
SILK 
EXECUTIVE OFFICER, DIRECTOR
JAMES 
G. 
SILK 
EXECUTIVE OFFICER, DIRECTOR
JEFF 
 
WELDAY 
EXECUTIVE OFFICER
KAREN 
 
WENDEL 
DIRECTOR
KAREN 
J. 
WENDEL 
DIRECTOR
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
D
OTHER BANKING AND FINANCIAL SERVICES 
FINANCE SERVICES [6199] 
DECLINE TO DISCLOSE 
Equity 
2026-04-08 
D
OTHER BANKING AND FINANCIAL SERVICES 
FINANCE SERVICES [6199] 
DECLINE TO DISCLOSE 
Equity 
2026-01-05 
D
OTHER BANKING AND FINANCIAL SERVICES 
FINANCE SERVICES [6199] 
DECLINE TO DISCLOSE 
Equity 
2025-06-17 
D
OTHER BANKING AND FINANCIAL SERVICES 
FINANCE SERVICES [6199] 
DECLINE TO DISCLOSE 
Equity 
2025-04-21 
D
OTHER BANKING AND FINANCIAL SERVICES 
FINANCE SERVICES [6199] 
DECLINE TO DISCLOSE 
Equity 
2025-04-04 
D
OTHER BANKING AND FINANCIAL SERVICES 
FINANCE SERVICES [6199] 
DECLINE TO DISCLOSE 
Equity 
2024-12-31 
D/A
OTHER BANKING AND FINANCIAL SERVICES 
FINANCE SERVICES [6199] 
DECLINE TO DISCLOSE 
Equity, Debt 
2024-08-06 
D
OTHER BANKING AND FINANCIAL SERVICES 
FINANCE SERVICES [6199] 
DECLINE TO DISCLOSE 
Equity, Debt 
2024-08-06 
D
OTHER BANKING AND FINANCIAL SERVICES 
FINANCE SERVICES [6199] 
DECLINE TO DISCLOSE 
Equity 
2024-03-06 
D
OTHER BANKING AND FINANCIAL SERVICES 
FINANCE SERVICES [6199] 
DECLINE TO DISCLOSE 
Equity 
2024-02-06 
D
OTHER BANKING AND FINANCIAL SERVICES 
FINANCE SERVICES [6199] 
DECLINE TO DISCLOSE 
Equity 
2024-02-06 
D
OTHER BANKING AND FINANCIAL SERVICES 
FINANCE SERVICES [6199] 
DECLINE TO DISCLOSE 
Equity 
2023-08-01 
D/A
OTHER BANKING AND FINANCIAL SERVICES 
FINANCE SERVICES [6199] 
DECLINE TO DISCLOSE 
Equity 
2021-12-07 
D
OTHER BANKING AND FINANCIAL SERVICES 
FINANCE SERVICES [6199] 
DECLINE TO DISCLOSE 
Equity 
2022-12-01 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2021-12-07 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#
NONE
NONE
ALTACCESS SECURITIES COMPANY, L.P.
NONE
NONE
ALTACCESS SECURITIES COMPANY, L.P.
NONE
NONE
BENEFICIENT SECURITIES COMPANY, L.P.
NONE
NONE
EMERSON EQUITY LLC
NONE
NONE
BEN SECURITIES COMPANY, L.P.