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 alternative asset manager that primarily serves institutional clients through pooled investment vehicles. The firm operates hedge fund, securitized-asset, private equity and real estate strategies and also functions as a sponsor/GP and a CPO/CTA for pooled products. Fee arrangements include both AUM-based and performance-based components, and the firm reports being an active ESG investor. Its advisory activity centers on portfolio management for pooled vehicles and for institutions or businesses.
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 5DAVID 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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