Beach Point Capital Management LP

RIASEC RegisteredEst. 2008

Total AUM

$29.8B

Discretionary

$29.8B

100% of AUM

Avg account

$359M

Accounts

Employees

173

Advisory reps

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

FINTRX

Overview

Beach Point Capital Management LP is a private limited partnership that manages a mix of pooled vehicles across hedge fund, private equity, real estate and securitized-asset strategies. The firm serves institutional clients and functions as an adviser and sponsor/GP for pooled investment vehicles; it also registers as a commodity pool operator/commodity trading adviser (CPO/CTA) and provides portfolio management for institutional and pooled accounts. Compensation arrangements include management fees based on assets under management and performance-based fees. Beach Point identifies as an active ESG investor and allocates across cash, public securities and multiple alternative-credit and real-asset strategies rather than acting primarily as a third-party capital allocator.