Beach Point Capital Management LP
Firm details
- Headquarters
- Santa Monica, California
- CRD number
- 148885
- Registered since
- November 20, 2008
- Website
- beachpoint.capital
- Custodians
- STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles85.65%
- Pension & Profit Sharing Plans6.89%
- State / Municipal Government6.4%
- Insurance Companies1.06%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Beach Point Capital Management LP is a multi-strategy manager that runs hedge funds, private equity, real estate and securitized-asset vehicles. Formed before 2008 and organized as a limited partnership, it serves institutional clients and charges AUM-based and performance fees. The firm operates as an active adviser to pooled investment vehicles and as a portfolio manager for institutions and businesses; it also functions in sponsor/GP and CPO/CTA roles. Beach Point identifies as an active ESG investor and is organized to run both open and closed pooled vehicles rather than acting solely as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other64%
- Non-Investment Grade Corp Bonds28%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities2%
- US Government Bonds2%
Owners & executives
3 of 5
David Rosenblum
General Counsel and Chief Compliance OfficerCRD 5585200

Carl Goldsmith
Co-Chairman & CEOCRD 2901156

Thomas Boyack
Chief Financial OfficerCRD 4720937
Contacts
1 of 1Allan Schweitzer
Portfolio ManagerCRD 4366295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Santa Monica, CA
Los Angeles
Location
Santa Monica, CA
Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 1620 26th St
- Time zone
- PT (UTC-8)
- Office locations
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