Hedge Fund Database

BEACH POINT CAPITAL MANAGEMENT LP

Adviser information for BEACH POINT CAPITAL MANAGEMENT LP last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 157
Investment Advisory/Research 67
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 77 $18.0B
Non-Discretionary 0 $0
Total 77 $18.0B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 60 $14.7B
Pension and profit sharing plans 5 $2.0B
Charitable organizations 0 $0
State or municipal gov entities <5 $835.3M
Other investment advisers 0 $0
Insurance companies <5 $335.7M
Sovereign wealth funds and foreign official institutions <5 $2.2M
Corporations or other businesses 0 $0
Other <5 $158.9M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 41

Services

Advisory Services Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-69765
SEC ERA File Number 801-69765
SEC CIK Numbers 1453885
SEC CRD Numbers 148885
Legal Entity Identifier 59T5F226ZZGIG80WQW07

Principal Office

1620 26TH STREET
SUITE 6000N
SANTA MONICA
CA
United States
Monday - Friday, 6:00AM - 5:00PM
Tel: (310) 996-9700, Fax: (310) 996-9688

Websites

beachpoint.capital/ www.linkedin.com/company/beach-point-capital-management

Chief Compliance Officer

DAVID ROSENBLUM
GENERAL COUNSEL
1620 26TH STREET
SUITE 6000N
SANTA MONICA
CA
United States
Tel: (310) 996-9700
Fax: (310) 996-9688
(Full email address available in API data)

Regulatory Contact

KEVIN PARKER
DEPUTY GENERAL COUNSEL
1620 26TH STREET
SUITE 6000N
SANTA MONICA
CA
United States
Tel: (310) 996-9700
Fax: (310) 996-9688
(Full email address available in API data)

Industry Affiliates

BEACH POINT ADVISORS LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BEACH POINT CAPITAL (IRELAND) DAC Sponsor, GP, manager of pooled investment vehicles
BEACH POINT CAPITAL EUROPE LLP Other investment adviser, including financial planners
BEACH POINT CLO MANAGEMENT LLC Other investment adviser, including financial planners
BPC AS CAYMAN LLC Sponsor, GP, manager of pooled investment vehicles
BPC AS LLC Sponsor, GP, manager of pooled investment vehicles
BPC LENDING HOLDINGS LLC Sponsor, GP, manager of pooled investment vehicles
BPC OPPORTUNITIES FUND IV GP LP Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BPC OPPORTUNITIES FUND V GP LP Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BPC REAL ESTATE DEBT FUND GP LP Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
BPC TACTICAL FUND GP LP Sponsor, GP, manager of pooled investment vehicles
BPCM INVESTMENT TRUST GP LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
BEACH POINT DYNAMIC INCOME MASTER FUND, L.P. Hedge Fund $607.3M $1.0M 40
BEACH POINT ENHANCED SECURITIZED CREDIT MASTER FUND LP Hedge Fund $67.0M $1.0M 8
BEACH POINT IPA-OC LP Hedge Fund $4.9M $10.0M 1
BEACH POINT LOAN MASTER FUND, L.P. Hedge Fund $627.6M $3.0M 44
BEACH POINT MULTI-ASSET CREDIT FUND LTD. Hedge Fund $357.6M $5.0M 2
BEACH POINT MULTI-STRATEGY CREDIT MASTER FUND, L.P. Hedge Fund $217.9M $5.0M 4
BEACH POINT ORANGE SCF LP Hedge Fund $15.1M $10.0M 1
BEACH POINT SANGAMON LP Hedge Fund $783.9M $10.0M 4
BEACH POINT SC OFFSHORE FUND LTD. Hedge Fund $294.2M $1.0M 3
BEACH POINT SCF 0166 LP Hedge Fund $468.2M $10.0M 1
BEACH POINT SCF I LP Hedge Fund $609.4M $10.0M 1
BEACH POINT SCF IV LLC Hedge Fund $325.1M $10.0M 4
BEACH POINT SCF IX LOAN LP Hedge Fund $271.3M $10.0M 5
BEACH POINT SCF LOAN LP Hedge Fund $37.7M $10.0M 3
BEACH POINT SCF MULTI-PORT LP Hedge Fund $1,009.2M $10.0M 3
BEACH POINT SCF V LP Hedge Fund $16.4M $1.0M 1
BEACH POINT SCF X LP Hedge Fund $76.3M $10.0M 2
BEACH POINT SCF XI LP Hedge Fund $4.0M $10.0M 2
BEACH POINT SCF XIV LP Hedge Fund $27.7M $1.0M 15
BEACH POINT SCF XV LP Hedge Fund $30.3M $1.0M 4
BEACH POINT SECURITIZED CREDIT FUND LP Hedge Fund $727.3M $1.0M 47
BEACH POINT SELECT FUND LP Hedge Fund $852.6M $5.0M 46
BEACH POINT STRATEGIC MASTER FUND, L.P. Hedge Fund $172.5M $1.0M 62
BEACH POINT TOTAL RETURN MASTER FUND, L.P. Hedge Fund $435.8M $5.0M 77
BEACH POINT TX SCF LP Hedge Fund $572.2M $10.0M 1
BISHOPSGATE CREDIT FUND LTD. Hedge Fund $661.5M $0.1M 3
BP KBIV KY HOLDINGS LLC Private Equity Fund $43.8M $0.5M 9
BP KBOV HOLDINGS LLC Private Equity Fund $136.5M $0.5M 10
BPC OPPORTUNITIES FUND II LP Hedge Fund $24.7M $10.0M 26
BPC OPPORTUNITIES FUND III LP Hedge Fund $342.2M $10.0M 28
BPC OPPORTUNITIES FUND IV LP Hedge Fund $397.1M $10.0M 77
BPC OPPORTUNITIES FUND V LP Hedge Fund $82.6M $10.0M 56
BPC OPPORTUNITIES OFFSHORE FUND II, L.P. Hedge Fund $6.1M $10.0M 0
BPC OPPORTUNITIES OFFSHORE FUND III LP Hedge Fund $69.6M $10.0M 4
BPC OPPORTUNITIES OFFSHORE FUND IV LP Hedge Fund $385.2M $10.0M 11
BPC OPPORTUNITIES OFFSHORE FUND V LP Hedge Fund $10.8M $10.0M 5
BPC REAL ESTATE DEBT FUND LP Real Estate Fund $64.6M $1.0M 1
BPC TACTICAL FUND LP Private Equity Fund $395.0M $10.0M 20
PACIFIC COAST INVESTMENT FUND LLC Hedge Fund $315.6M $10.0M 1
SANDSTONE PEAK II LTD. Securitized Asset Fund $397.4M $0.0M 9
SANDSTONE PEAK LTD. Securitized Asset Fund $454.0M $0.1M 10

Control Persons

Name Type Entity Title Since Ownership
GOLDSMITH, CARL, HENRY Individual – LIMITED PARTNER AND CO-CHIEF EXECUTIVE OFFICER 10/2008 25-50%
KLEIN, SCOTT, MARTIN Individual – LIMITED PARTNER AND CO-CHIEF EXECUTIVE OFFICER 10/2008 25-50%
GOLDMAN, LAWRENCE, MICHAEL Individual – CHIEF ADMINISTRATIVE OFFICER 10/2008 < 5%
BOYACK, THOMAS, PAUL Individual – CHIEF FINANCIAL OFFICER 10/2008 < 5%
ROSENBLUM, DAVID, ADAM Individual – CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL 10/2008 < 5%
BEACH POINT GP LLC Domestic Entity – GENERAL PARTNER 10/2008 < 5%
GOLDSMITH, CARL, HENRY Individual BEACH POINT GP LLC MANAGING MEMBER 10/2008 50-75%
KLEIN, SCOTT, MARTIN Individual BEACH POINT GP LLC MANAGING MEMBER 10/2008 50-75%
DESAI, DARSHAN, CHANDRA Individual – CHIEF OPERATING OFFICER 03/2013 < 5%

No. Employees, Historic

2001000201920202021202220232024202595 on 4/22/201995 on 8/16/201995 on 8/30/201995 on 11/4/201995 on 3/2/2020105 on 3/27/2020105 on 7/29/2020115 on 3/30/2021125 on 3/30/2022125 on 5/25/2022125 on 1/11/2023148 on 3/30/2023148 on 4/19/2023148 on 5/23/2023148 on 6/22/2023148 on 8/9/2023157 on 3/27/2024

RAUM, Historic

20B10B0201920202021202220232024202512460752471 on 4/22/201912460752471 on 8/16/201912460752471 on 8/30/201912460752471 on 11/4/201912460752471 on 3/2/202013785373946 on 3/27/202013785373946 on 7/29/202017333944075 on 3/30/202119097375773 on 3/30/202219097375773 on 5/25/202219097375773 on 1/11/202315908250014 on 3/30/202315908250014 on 4/19/202315908250014 on 5/23/202315908250014 on 6/22/202315908250014 on 8/9/202318000501379 on 3/27/2024

No. Clients, Historic

70350201920202021202220232024202560 on 4/22/201960 on 8/16/201960 on 8/30/201960 on 11/4/201960 on 3/2/202065 on 3/27/202065 on 7/29/202066 on 3/30/202163 on 3/30/202263 on 5/25/202263 on 1/11/202359 on 3/30/202359 on 4/19/202359 on 5/23/202359 on 6/22/202359 on 8/9/202365 on 3/27/2024

Holdings

From latest 13F, filed July 22nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
DIEBOLD NIXDORF INC COM SHS 84M 2M –
DRAGONFLY ENERGY HOLDINGS CO COM 211K 249K –
FRONTIER COMMUNICATIONS PARE COM 3M 131K –
GLOBAL BUSINESS TRAVEL GROUP COM CL A 47M 7M –
GREAT AJAX CORP COM 11M 3M –
MULTIPLAN CORPORATION COM 5M 13M –
REALOGY GRP LLC/REALOGY CO NOTE 0.250% 6/1 17M – –
TERRAN ORBITAL CORPORATION COM 5M 6M –
VELOCITY FINL INC COM 99M 6M –
WESTERN AST INFL LKD OPP & I COM 11M 1M –