# 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

- Filed: 2021-12-22
- Form: D
- Accession: 0001775734-21-000002
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Total offering: $2.5B
- Amount sold: $352.0M
- Remaining: $2.1B
- Investors: 5
- Date of first sale: 2021-12-07
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-426263

## Issuer

- Name: Beneficient
- CIK: 0001775734
- Entity type: Corporation
- Jurisdiction: NEVADA
- Incorporated: 2023
- Address: 325 N. SAINT PAUL ST. SUITE 4850, DALLAS, TX, 75201
- Phone: 214-445-4700

## Officers, directors & promoters (83)

_Showing 25 of 83 people._

| Name | Role | Location |
| --- | --- | --- |
| Beneficient Management Beneficient Management, L.L.C. | Director | Dallas, TX |
| David H De Weese | Director | — |
| Greg K Ezell | Director | Dallas, TX |
| Beneficient Management Beneficient Management, L.L.C. | Executive Officer | Dallas, TX |
| Art K Damoulakis | Executive Officer | Dallas, TX |
| Samuel S Hikspoors | Executive Officer | Dallas, TX |
| Dennis P Lockhart | Executive Officer | Dallas, TX |
| Peter T Cangany, Jr. | Director | Dallas, TX |
| Maria T Rutledge | Executive Officer | Dallas, TX |
| Jeff T Welday | Executive Officer | Dallas, TX |
| Bruce T Schnitzer | Director | Dallas, TX |
| Derek T Fletcher | Director | Dallas, TX |
| Derek T Fletcher | Executive Officer | Dallas, TX |
| Patrick T Donegan | Director | Dallas, TX |
| Karen T Wendel | Director | Dallas, TX |
| Scott T Wilson | Executive Officer | Dallas, TX |
| Brad K Heppner | Director | Dallas, TX |
| Brad K Heppner | Executive Officer | Dallas, TX |
| Greg Ezell | Executive Officer | Dallas, TX |
| Greg Ezell | Related Person | Dallas, TX |
| Karen O Wendel | Director | Dallas, TX |
| Greg T Ezell | Executive Officer | Dallas, TX |
| Karen Wendel | Director | Dallas, TX |
| Scott Wilson | Executive Officer | Seattle, WA |
| Patrick Donegan | Director | Dallas, TX |

## Other filings by this issuer (15)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-07-24](https://search.stillhousedata.com/formd/0001493152-26-034568) | D | $7.4M | $7.4M |
| [2026-04-17](https://search.stillhousedata.com/formd/0001493152-26-017121) | D | $8.8M | $8.8M |
| [2026-01-20](https://search.stillhousedata.com/formd/0001493152-26-002863) | D | $3.0M | $3.0M |
| [2025-07-02](https://search.stillhousedata.com/formd/0001641172-25-017566) | D | $1.9M | $1.9M |
| [2025-05-06](https://search.stillhousedata.com/formd/0001641172-25-008831) | D | $233K | $233K |
| [2025-04-18](https://search.stillhousedata.com/formd/0001641172-25-005402) | D | $9.7M | $9.7M |
| [2025-01-16](https://search.stillhousedata.com/formd/0001775734-25-000001) | D | $1.4M | $1.4M |
| [2024-08-28](https://search.stillhousedata.com/formd/0001775734-24-000060) | D/A | $7.1M | $3.6M |
| [2024-08-20](https://search.stillhousedata.com/formd/0001775734-24-000059) | D | $7.1M | $3.6M |
| [2024-03-13](https://search.stillhousedata.com/formd/0001775734-24-000010) | D | $62.1M | $62.1M |
| [2024-02-21](https://search.stillhousedata.com/formd/0001775734-24-000008) | D | $200K | $200K |
| [2024-02-21](https://search.stillhousedata.com/formd/0001775734-24-000009) | D | $2.0M | $2.0M |
| [2023-08-14](https://search.stillhousedata.com/formd/0001775734-23-000011) | D | $48.5M | $37.7M |
| [2022-12-22](https://search.stillhousedata.com/formd/0001775734-22-000002) | D/A | $383.7M | $383.7M |
| [2022-12-16](https://search.stillhousedata.com/formd/0001775734-22-000001) | D | $901.3M | $5.3M |

## More

- [CIK 1775734 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1775734&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001775734-21-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.