Beach Point Capital Management LP

RIASEC Registered
Total AUM
$29.8B
Discretionary
$29.8B
100% of AUM
Avg account
$359M
Accounts
83
Employees
173
Advisory reps
6

Firm details

Headquarters
Santa Monica, California
CRD number
148885
Registered since
November 20, 2008
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 multi-strategy alternative asset manager organized as a limited partnership. The firm is registered with the SEC (registered 2008) and serves predominantly institutional clients through a mix of pooled vehicles and separately managed accounts. Its business lines include acting as a sponsor/GP of pooled investment vehicles and operating in CPO/CTA capacities; advisory activities explicitly cover portfolio management for pooled investment vehicles and for businesses or institutions. Fee arrangements include both asset-based management fees and performance-related compensation. The firm also identifies itself as an active ESG investor. Beach Point’s structural classification spans hedge funds, private equity, real estate, securitized-asset strategies and other credit-oriented approaches, reflecting a diversified product set rather than a single-style focus. That breadth is matched by its role as both manager and sponsor across multiple fund structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 64%, Non-Investment Grade Corp Bonds 28%, Cash & Cash Equivalents 4%, Non-Exchange Traded Equities 2%, US Government Bonds 2%64%
  • Other64%
  • Non-Investment Grade Corp Bonds28%
  • Cash & Cash Equivalents4%
  • Non-Exchange Traded Equities2%
  • US Government Bonds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth