Private fund adviser · Santa Monica, CA
Beach Point Capital Management LP
SEC-registered investment adviser · CRD 148885 · SEC 801-69765
At a glance
Beach Point Capital Management LP is an SEC-registered investment adviser based in Santa Monica, California, with $29.8 billion in regulatory assets under management as of its Form ADV filed August 7, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 260th of 4,686 private fund advisers and 660th of 17,210 SEC-registered advisers by assets.
Main office 310-996-9700beachpoint.capitalLinkedInAs filed on Form ADV
- Regulatory AUM
- $30B
- Rank among private fund advisers
- #260 of 4,686
- Rank among all SEC RIAs
- #660 of 17,210
- Rank in California
- #75 of 1,873
- Clients
- 75
- Accounts
- 83
- Discretionary
- 100% of AUM
- Employees
- 173
- Advisory staff
- 77
- Offices
- 4
Owners and executives on its Form ADV
- Carl H. GoldsmithLimited Partner and Co-Chief Executive Officer
- Scott M. KleinLimited Partner and Co-Chief Executive Officer
- Thomas P. BoyackChief Financial Officer
- David A. RosenblumChief Compliance Officer and General Counsel
- Allan E. SchweitzerPortfolio Manager
- Joshua S. BaumgartenPresident and Chief Investment Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 65 | $26B | 86% |
| Pension and profit sharing plans | 5 | $2.1B | 7% |
| State or municipal government entities | 5 | $1.9B | 6% |
| Insurance companies | – | $315M | 1% |
| Sovereign wealth funds and foreign official institutions | – | $1M | <1% |
Private funds
Beach Point Capital Management LP reports 43 private funds with $21B in gross assets: hedge funds, private equity funds, real estate funds, securitized asset funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Beach Point Capital Management LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗beachpoint.capital ↗
AtlasMembers
The full record on Beach Point Capital Management LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 523 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Beach Point Capital Management LP manage?
Beach Point Capital Management LP reports $29.8 billion in regulatory assets under management across 83 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 7, 2026.
What kind of firm is Beach Point Capital Management LP?
Beach Point Capital Management LP is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Beach Point Capital Management LP’s clients?
By assets, its largest client types are pooled investment vehicles ($25.5 billion, 65 clients); pension and profit sharing plans ($2.1 billion, 5 clients); state or municipal government entities ($1.9 billion, 5 clients).
Does Beach Point Capital Management LP manage private funds?
Yes. It reports 43 private funds with $21.4 billion in gross assets, including hedge funds, private equity funds, real estate funds, securitized asset funds, other private funds.
Does Beach Point Capital Management LP have any disciplinary history?
Beach Point Capital Management LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Beach Point Capital Management LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-07), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →