Data / Investment advisers / California / Beach Point Capital Management LP
Beach Point Capital Management LP, Santa Monica, CA: $29.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Beach Point Capital Management LP is an SEC registered investment adviser with its main office in Santa Monica, California and reports $29.8 billion in regulatory assets under management in its Form ADV filed August 7, 2026. Its clients include pooled investment vehicles, pension and profit sharing plans and state and municipal governments. It is paid through a percentage of assets under management and performance based fees. It advises 43 private funds.
The request: Watch Beach Point Capital Management LP (CRD number 148885): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 148885
- SEC file number
- 801-69765
- SEC status
- Approved, effective November 20, 2008
- Main office
- 1620 26th Street Suite 6000n, Santa Monica, CA 90404
- Phone
- (310) 996-9700
- Website
- beachpoint.capital
- Regulatory AUM
- $29,774,018,687 in the Form ADV filed August 7, 2026
- Discretionary AUM
- $29,774,018,687
- Accounts
- 83
- Employees
- 173, of which 77 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 43: 33 hedge funds, 4 private equity funds, 4 securitized asset funds, 1 real estate fund, 1 other private fund
- Gross assets of private funds
- $21,435,066,803
- Other offices
- 3
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 65 | $25.50 billion |
| Pension and profit sharing plans | 5 | $2.05 billion |
| State or municipal government entities | 5 | $1.90 billion |
| Insurance companies | Fewer than 5 | $315 million |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $1.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $29.77 billion | March 27, 2026 |
| December 1, 2025 | $23.88 billion | October 8, 2025 |
Other advisers in Santa Monica
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Wilshire | Santa Monica | $149.10 billion | 97 | adviserinfo.sec.gov |
| Clearlake Capital Group, L.P. | Santa Monica | $83.56 billion | 93 | adviserinfo.sec.gov |
| Main Street Advisors | Santa Monica | $9.65 billion | 6 | adviserinfo.sec.gov |
| Quid Capital Group Holdings, LLC | Santa Monica | $7.76 billion | 36 | adviserinfo.sec.gov |
| Angeles Investment Advisors | Santa Monica | $7.27 billion | 17 | adviserinfo.sec.gov |
| Glendon Capital Management L.P. | Santa Monica | $5.24 billion | 3 | adviserinfo.sec.gov |
| Gerber Kawasaki Wealth & Investment Management | Santa Monica | $4.11 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Santa Monica, CA
- Investment advisers in California
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Beach Point Capital Management LP on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.