# Beach Point Capital Management LP

> Beach Point Capital Management LP is an SEC-registered investment advisory firm in Santa Monica, CA, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 7, 2026.

- CRD: 148885
- Filed as: BEACH POINT CAPITAL MANAGEMENT LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Santa Monica, CA
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148885
- AdvisorCensus page: https://advisorcensus.com/firm/beach-point-capital-management-lp-santa-monica-ca-148885

## Quick answers

**How is Beach Point Capital Management LP compensated?**
On its Form ADV (Item 5.E, October 2026), Beach Point Capital Management LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Beach Point Capital Management LP located?**
Beach Point Capital Management LP's principal office is in Santa Monica, CA, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Beach Point Capital Management LP registered with the SEC or a state?**
Beach Point Capital Management LP is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 148885.

**How much does Beach Point Capital Management LP manage?**
Beach Point Capital Management LP reports $29,774,018,687 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (100% discretionary).

**How have Beach Point Capital Management LP's assets and staff changed since 2021?**
In the Form ADV data for Beach Point Capital Management LP: Regulatory assets under management: $17,333,944,075 in the October 2021 data and $29,774,018,687 in the October 2026 data, up 72%. Total employees: 115 in October 2021 and 173 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Beach Point Capital Management LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (65); pension and profit sharing plans (but not the plan participants or government pension plans) (5); state or municipal government entities (including government pension plans) (5).

**Which custodians does Beach Point Capital Management LP use?**
Beach Point Capital Management LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists State Street Bank and Trust Company and The Bank of New York Mellon as custodians holding 10% or more of its separately managed account assets.

**Does Beach Point Capital Management LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148885

**What changed in Beach Point Capital Management LP's recent Form ADV filings?**
In the September 2026 filing data: Changed its office addresses in New York, NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- State Street Bank and Trust Company
- The Bank of New York Mellon

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $29,774,018,687
- Discretionary: $29,774,018,687
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 65 | $25,502,336,073 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $2,050,531,526 |
| State or municipal government entities (including government pension plans) | 5 | $1,904,826,064 |
| Insurance companies | Fewer than 5 | $314,966,750 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $1,358,274 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2008 (17 years)
- Employees: 173 total, 77 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Dublin
- London
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- beachpoint.capital
- LinkedIn @beach-point-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $17,333,944,075 | 115 | March 30, 2021 |
| October 2022 | $19,097,375,773 | 125 | May 25, 2022 |
| October 2023 | $15,908,250,014 | 148 | August 9, 2023 |
| October 2024 | $18,000,501,379 | 157 | August 6, 2024 |
| October 2025 | $23,875,858,738 | 159 | May 20, 2025 |
| October 2026 | $29,774,018,687 | 173 | August 7, 2026 |

Regulatory assets under management: $17,333,944,075 in the October 2021 data and $29,774,018,687 in the October 2026 data, up 72%.
Total employees: 115 in October 2021 and 173 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Changed its office addresses in New York, NY.

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 68 to 77.
- Regulatory assets under management went from $23,875,858,738 to $29,774,018,687 (+25%).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Beach Point Capital Management LP (CRD 148885): Form ADV filing data as of October 2026.