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President and Chief Investment Officer · Beach Point Capital Management LP

Joshua S. Baumgarten

CRD 2772965 · 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 Joshua S. Baumgarten on its Form ADV as President and Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Joshua’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

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
  • Allan E. SchweitzerPortfolio Manager, 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 Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.