Beneficient Management

Management criteria checks 1/4

We currently do not have sufficient information about the CEO.

Key information

Brad Heppner

Chief executive officer

US$5.5m

Total compensation

CEO salary percentage4.1%
CEO tenure1.7yrs
CEO ownership4.4%
Management average tenure4.2yrs
Board average tenure1.7yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Brad Heppner's remuneration changed compared to Beneficient's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

-US$548m

Jun 30 2024n/an/a

-US$932m

Mar 31 2024US$6mUS$225k

-US$2b

Dec 31 2023n/an/a

-US$2b

Sep 30 2023n/an/a

-US$2b

Jun 30 2023n/an/a

-US$1b

Mar 31 2023US$5mUS$225k

-US$131m

Dec 31 2022n/an/a

-US$137m

Sep 30 2022n/an/a

-US$180m

Jun 30 2022n/an/a

-US$179m

Mar 31 2022US$1mUS$56k

-US$129m

Dec 31 2021US$6mUS$225k

-US$95m

Compensation vs Market: Brad's total compensation ($USD5.51M) is above average for companies of similar size in the US market ($USD638.32K).

Compensation vs Earnings: Brad's compensation has increased whilst the company is unprofitable.


CEO

Brad Heppner

1.7yrs

Tenure

US$5,508,514

Compensation

Mr. Bradley Keith Heppner, also known as Brad, serves as the Senior Partner Director and Chief Executive Officer of Beneficient. He serves as Chairman of Beneficient since June 2023. He is a Founder of Ben...


Leadership Team

NamePositionTenureCompensationOwnership
Brad Heppner
Founderno dataUS$5.51m4.37%
$ 132.7k
Derek Fletcher
President of BFFno dataUS$942.69k0%
$ 0
Gregory Ezell
Chief Financial Officer5.1yrsno data0.050%
$ 1.5k
Maria Rutledge
Chief Technology Officer3.8yrsno data0.050%
$ 1.5k
David Rost
General Counselno datano datano data
Jeff Welday
Global Head of Originations & Distributionno datano data2.96%
$ 89.9k
Scott Wilson
Chief Underwriting Officerno datano data0.048%
$ 1.5k
Casey Brunner
MD & Head of Sponsor Firm Preferred Liquidity Program4.2yrsno datano data
Maureen Downey
Managing Director of Underwriting4.2yrsno datano data
Louise Jones
Managing Director of Capital Markets and Custody Operationsless than a yearno datano data

4.2yrs

Average Tenure

51.5yo

Average Age

Experienced Management: BENF's management team is considered experienced (4.2 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Brad Heppner
Founder1.7yrsUS$5.51m4.37%
$ 132.7k
Derek Fletcher
President of BFFno dataUS$942.69k0%
$ 0
Thomas Hicks
Vice Chairman5.8yrsUS$448.41k0.99%
$ 30.2k
Bruce Schnitzer
Director5.8yrsUS$448.41k0.23%
$ 6.9k
Karen Wendel
Independent Directorless than a yearno datano data
Peter Cangany
Independent Director1.7yrsUS$350.24k8.4%
$ 255.1k
Patrick Donegan
Independent Directorless than a yearno datano data

1.7yrs

Average Tenure

67.5yo

Average Age

Experienced Board: BENF's board of directors are not considered experienced ( 1.7 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/11 07:03
End of Day Share Price 2025/02/11 00:00
Earnings2024/09/30
Annual Earnings2024/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Beneficient is covered by 2 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Brendan Michael McCarthySidoti & Company, LLC
Sung-Chul KimZacks Small-Cap Research