Portfolio Manager · Beach Point Capital Management LP
Allan E. Schweitzer
CRD 4366295 · Named on Form ADV at one SEC-registered adviser
At a glance
Beach Point Capital Management LP, an SEC-registered private fund adviser based in Santa Monica, CA with $29.8 billion in regulatory assets, lists Allan E. Schweitzer on its Form ADV as Portfolio Manager, a control person.
Firms and roles
- Beach Point Capital Management LPPortfolio ManagerPrivate fund adviser · Santa Monica, CA · $30B in regulatory assets
AtlasMembers
Allan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Carl H. GoldsmithLimited Partner and Co-Chief Executive Officer, Beach Point Capital Management LP
- Scott M. KleinLimited Partner and Co-Chief Executive Officer, Beach Point Capital Management LP
- Thomas P. BoyackChief Financial Officer, Beach Point Capital Management LP
- David A. RosenblumChief Compliance Officer and General Counsel, Beach Point Capital Management LP
- Joshua S. BaumgartenPresident and Chief Investment Officer, Beach Point Capital Management LP
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Allan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.