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BEACH POINT CAPITAL MANAGEMENT LP

SANTA MONICA, CA · CRD 148885 · IAPD ↗ · beachpoint.capital · (310) 996-9700

$29.77BRegulatory AUM
77Advisory reps
173Employees
78Clients
n/aPlanning clients
43Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

64
April 2026 — BEACH POINT CAPITAL MANAGEMENT LP grew from 68 to 77 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
April 2025 — BEACH POINT CAPITAL MANAGEMENT LP reported RAUM up 33% ($18.00B -> $23.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — BEACH POINT CAPITAL MANAGEMENT LP grew from 61 to 67 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.