Brad Heppner
Net worth: 84 M $ as of 2026-07-30
Net worth: 84 M $ as of 2026-07-30
Brad K.
Heppner was the founder of Beneficient, established in 2023, where the title held was Chairman & Chief Executive Officer from 2023 to 2025.
Mr. Heppner is also the founder of Capital Analytics, Inc.,Highland Consolidated Business Holdings LP,The Beneficient Co. Group LP,Central Kansas Community Foundation, Inc...
Mr. Heppner currently serves as Chief Executive Officer at Beneficient Capital Co. LLC, Chairman at GWG Life LLC, and Director at SMU-Cox School of Business.
Former positions include Chairman & Chief Executive Officer at Lehman Crossroads Investment Advisers LP from 2001 to 2005, Chairman at GWG Holdings, Inc. from 2019 to 2021, and Director-Investments at John D.
& Catherine T.
MacArthur Foundation from 1989 to 1993.
Education includes undergraduate studies at Southern Methodist University and an MBA from Kellogg School of Management.
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
Beneficient Company Holdings LP
Beneficient Company Holdings LP Financial ConglomeratesFinance Functions as an investment holding company -.--% | 2023-06-06 | 19,644,078 ( -.--% ) | 63 M $ | 2026-07-30 |
Beneficient Company Holdings LP
Beneficient Company Holdings LP Financial ConglomeratesFinance Functions as an investment holding company -.--% | 2023-06-06 | 6,550,064 ( -.--% ) | 21 M $ | 2026-07-30 |
BENEFICIENT 11.57% | 2026-06-21 | 27,687 ( 11.57% ) | 88 598 $ | 2026-07-30 |
Beneficient Company Holdings LP
Beneficient Company Holdings LP Financial ConglomeratesFinance Functions as an investment holding company -.--% | 2023-06-06 | 25,888 ( -.--% ) | 82 842 $ | 2026-07-30 |
BENEFICIENT CLASS A 0.01% | 2026-06-21 | 1,848 ( 0.01% ) | 5 914 $ | 2026-07-30 |
| Companies | Position | Start |
|---|---|---|
Beneficient Capital Co. LLC
Beneficient Capital Co. LLC Financial ConglomeratesFinance Provides investment services | Chief Executive Officer | - |
GWG Life LLC
GWG Life LLC Life/Health InsuranceFinance Provides insurance services | Chairman | - |
SMU-Cox School of Business
SMU-Cox School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Director/Board Member | - |
Central Kansas Community Foundation, Inc.
Central Kansas Community Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Central Kansas Community Foundation, Inc. is a 501(c)(3) charitable organization dedicated to building stronger communities throughout central Kansas through philanthropy and charitable giving. The non-profit company is based in Newton, KS. It serves as a host foundation supporting 18 to 19 affiliate community foundations, enabling smaller communities to establish and manage locally governed foundations under its umbrella. Affiliates benefit from CKCF’s tax-exempt status, pooled investments, and shared administrative, financial, marketing, and estate planning services, while local advisory boards oversee grantmaking and community leadership. CKCF offers competitive grant funding, discretionary grants, and integrates the United Nations Sustainable Development Goals into its grantmaking to address issues such as poverty, health, education, inequality, and environmental sustainability. The foundation provides resources for grant applicants, donors, financial professionals, and charities, manages endowment and organizational funds, offers estate and planned giving services, and facilitates community convening on local issues. CKCF emphasizes ethical standards, donor privacy, inclusivity, and volunteer protection, and actively engages volunteers and recognizes philanthropic contributions through awards and events. It maintains transparency by publishing financial reports and provides ongoing support and training to affiliates and community partners. The company was founded in 1994 by Brad K. Heppner. The CEO is Angie Tatro. | Founder | - |
| Companies | Position | End |
|---|---|---|
| BENEFICIENT | Chief Executive Officer | 2025-06-18 |
| GWG HOLDINGS, INC. | Chairman | 2021-06-13 |
Lehman Crossroads Investment Advisers LP
Lehman Crossroads Investment Advisers LP Investment ManagersFinance Profile Unavailable | Chairman | 2005-05-23 |
John D. & Catherine T. MacArthur Foundation
John D. & Catherine T. MacArthur Foundation Investment Trusts/Mutual FundsMiscellaneous MacArthur Foundation seeks to achieve strong, risk-adjusted net investment returns over time, at a cost comparable to other institutions with similar asset allocations. They use two methods for the ongoing management of its investment assets: an investment portfolio designed to earn a financial return sufficient to support a substantial, stable level of grantmaking and related operating activity over the planning horizon; and an impact investments portfolio dedicated to the advancement of the Foundation's program and philanthropic purposes. The Foundation maintains a broadly diversified portfolio with allocation to a variety of asset classes, both public and private, largely through investments in multi-investor pooled funds managed by outside investment managers that invest in underlying companies or securities. They manage risk through rigorous analytical research and broad diversification. | Chief Investment Officer | 1992-12-31 |
Highland Consolidated Business Holdings LP | Founder | - |
Active
Inactive
Listed companies
Private companies
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
| Private companies | 13 |
|---|---|
John D. & Catherine T. MacArthur Foundation
John D. & Catherine T. MacArthur Foundation Investment Trusts/Mutual FundsMiscellaneous MacArthur Foundation seeks to achieve strong, risk-adjusted net investment returns over time, at a cost comparable to other institutions with similar asset allocations. They use two methods for the ongoing management of its investment assets: an investment portfolio designed to earn a financial return sufficient to support a substantial, stable level of grantmaking and related operating activity over the planning horizon; and an impact investments portfolio dedicated to the advancement of the Foundation's program and philanthropic purposes. The Foundation maintains a broadly diversified portfolio with allocation to a variety of asset classes, both public and private, largely through investments in multi-investor pooled funds managed by outside investment managers that invest in underlying companies or securities. They manage risk through rigorous analytical research and broad diversification. | Miscellaneous |
Lehman Crossroads Investment Advisers LP
Lehman Crossroads Investment Advisers LP Investment ManagersFinance Profile Unavailable | Finance |
Capital Analytics, Inc.
Capital Analytics, Inc. Investment ManagersFinance Provides portfolio management, accounting and data services | Finance |
GWG Life LLC
GWG Life LLC Life/Health InsuranceFinance Provides insurance services | Finance |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SMU-Cox School of Business
SMU-Cox School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
GWG Holdings, Inc.
GWG Holdings, Inc. Life/Health InsuranceFinance Operates as holding company with interest in life insurance business | Finance |
Kellogg School of Management
Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Beneficient Co. Group LP
The Beneficient Co. Group LP Investment ManagersFinance Provides alternative assets investor services | Finance |
Beneficient Capital Co. LLC
Beneficient Capital Co. LLC Financial ConglomeratesFinance Provides investment services | Finance |
Highland Consolidated Business Holdings LP | |
Central Kansas Community Foundation, Inc.
Central Kansas Community Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Central Kansas Community Foundation, Inc. is a 501(c)(3) charitable organization dedicated to building stronger communities throughout central Kansas through philanthropy and charitable giving. The non-profit company is based in Newton, KS. It serves as a host foundation supporting 18 to 19 affiliate community foundations, enabling smaller communities to establish and manage locally governed foundations under its umbrella. Affiliates benefit from CKCF’s tax-exempt status, pooled investments, and shared administrative, financial, marketing, and estate planning services, while local advisory boards oversee grantmaking and community leadership. CKCF offers competitive grant funding, discretionary grants, and integrates the United Nations Sustainable Development Goals into its grantmaking to address issues such as poverty, health, education, inequality, and environmental sustainability. The foundation provides resources for grant applicants, donors, financial professionals, and charities, manages endowment and organizational funds, offers estate and planned giving services, and facilitates community convening on local issues. CKCF emphasizes ethical standards, donor privacy, inclusivity, and volunteer protection, and actively engages volunteers and recognizes philanthropic contributions through awards and events. It maintains transparency by publishing financial reports and provides ongoing support and training to affiliates and community partners. The company was founded in 1994 by Brad K. Heppner. The CEO is Angie Tatro. | Commercial Services |
Beneficient
Beneficient Investment ManagersFinance Operates as a technology-enabled financial services holding company | Finance |
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