Beneficient — Form D

Beneficient of DALLAS, TX, a company, filed a Form D exempt-offering notice with the SEC on 2021-12-22. The offering totals $2.5B, of which $352.0M was reported sold. Industry: Other Banking and Financial Services.

Offering

Issuer

Officers, directors & promoters (83)

Showing 25 of 83 people.

NameRoleLocation
Beneficient Management Beneficient Management, L.L.C.DirectorDallas, TX
David H De WeeseDirector
Greg K EzellDirectorDallas, TX
Beneficient Management Beneficient Management, L.L.C.Executive OfficerDallas, TX
Art K DamoulakisExecutive OfficerDallas, TX
Samuel S HikspoorsExecutive OfficerDallas, TX
Dennis P LockhartExecutive OfficerDallas, TX
Peter T Cangany, Jr.DirectorDallas, TX
Maria T RutledgeExecutive OfficerDallas, TX
Jeff T WeldayExecutive OfficerDallas, TX
Bruce T SchnitzerDirectorDallas, TX
Derek T FletcherDirectorDallas, TX
Derek T FletcherExecutive OfficerDallas, TX
Patrick T DoneganDirectorDallas, TX
Karen T WendelDirectorDallas, TX
Scott T WilsonExecutive OfficerDallas, TX
Brad K HeppnerDirectorDallas, TX
Brad K HeppnerExecutive OfficerDallas, TX
Greg EzellExecutive OfficerDallas, TX
Greg EzellRelated PersonDallas, TX
Karen O WendelDirectorDallas, TX
Greg T EzellExecutive OfficerDallas, TX
Karen WendelDirectorDallas, TX
Scott WilsonExecutive OfficerSeattle, WA
Patrick DoneganDirectorDallas, TX

Other filings by this issuer (15)

FiledFormOfferingSold
2026-07-24D$7.4M$7.4M
2026-04-17D$8.8M$8.8M
2026-01-20D$3.0M$3.0M
2025-07-02D$1.9M$1.9M
2025-05-06D$233K$233K
2025-04-18D$9.7M$9.7M
2025-01-16D$1.4M$1.4M
2024-08-28D/A$7.1M$3.6M
2024-08-20D$7.1M$3.6M
2024-03-13D$62.1M$62.1M
2024-02-21D$200K$200K
2024-02-21D$2.0M$2.0M
2023-08-14D$48.5M$37.7M
2022-12-22D/A$383.7M$383.7M
2022-12-16D$901.3M$5.3M

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