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Brad K. Heppner

Founder, Chief Executive Officer & Chairman at Beneficient Trust Company Holdings, L.P.

Brad K. Heppner
Dallas United States (Texas)
Professional Status
About Me
Leveraging entrepreneurial skills and business acumen, Brad K. Heppner leads in the growth of two companies he established in the mid-2000s: Private Equity National Indemnity, an insurance firm specializing in alternative asset fraud policies, and Beneficent Trust Company Holdings, a trust enterprise focusing on alternative asset funds. In addition to these two firms, Brad K. Heppner has founded or purchased eight others, for a total of 10, seven of which he has sold to well-known Wall Street institutions or heavily backed management teams.

A professional engaged in his wider community, Brad K. Heppner sits on the board of the Communities Foundation of Texas, a philanthropic organization dedicated to improving the overall quality of life in local areas. Further, he holds membership with the board of the Cox School of Business at Southern Methodist University, from which he graduated with degrees in finance, economics, and psychology.

In his free time, Brad K. Heppner stays active through such outdoor activities as ranching, fishing, and golfing. He is also an avid traveler.
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Founder, Chief Executive Officer & Chairman

Beneficient Trust Company Holdings, L.P.
Since November 2005

Founder, Chief Executive Officer & Chairman

Private Equity National Indemnity
Since November 2005

Controlling Shareholder, Chief Executive Officer & Chairman

The Crossroads Group
December 1995 to November 2005


Southern Methodist University


Kellogg School at Northwestern University

  • Management
  • Leadership