Beach Point Capital Management LP
Santa Monica, CA·SEC-registered · CRD #148885
Beach Point Capital Management LP is an SEC-registered investment advisory firm in Santa Monica, CA managing $30B across 83 client accounts, with 77 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$30B
Client accounts
83
Advisory staff
77
Fee model
Fee-only
How Beach Point Capital Management LP is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Beach Point Capital Management LP
How much does Beach Point Capital Management LP manage?
Per its most recent SEC Form ADV filing (05/27/2026), Beach Point Capital Management LP reports $30B in regulatory assets under management across roughly 83 client accounts.
How does Beach Point Capital Management LP charge?
Beach Point Capital Management LP is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Beach Point Capital Management LP a fiduciary?
Yes. Beach Point Capital Management LP is registered with the U.S. Securities and Exchange Commission (CRD #148885), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Beach Point Capital Management LP taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Beach Point Capital Management LP and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Beach Point Capital Management LP's public SEC Form ADV filing (CRD #148885, filed 05/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Beach Point Capital Management LP. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Beach Point Capital Management LP? Claim this profile.