Beach Point Capital Management Lp
- Regulatory AUM
- $29.8B
- Discretionary
- $29.8B
- Clients
- 75
- Avg AUM / client
- $397M
- Accounts
- 83
- Employees
- 173
AUM over time
Annual snapshots from Form ADV filings · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 65 | $25.5B | 85.7% |
| Pension and profit sharing plans | 5 | $2.1B | 6.89% |
| State or municipal government entities | 5 | $1.9B | 6.4% |
| Insurance companies | Fewer than 5 clients | $315M | 1.06% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $1.4M | 0.0% |
Private funds (44)
View all →Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $13.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Beach Point Scf Multi Port Lp | Hedge Fund | Delaware | $1.0B | 3 |
| Beach Point Select Fund Lp | Hedge Fund | Delaware | $853M | 46 |
| Beach Point Sangamon Lp | Hedge Fund | Delaware | $784M | 4 |
| Beach Point Securitized Credit Fund Lp | Hedge Fund | Delaware | $727M | 47 |
| Bishopsgate Credit Fund Ltd. | Hedge Fund | Cayman Islands | $662M | 3 |
| Beach Point Loan Master Fund, L.P. master | Hedge Fund | Cayman Islands | $628M | 44 |
| Beach Point Scf I Lp | Hedge Fund | Delaware | $609M | 1 |
| Beach Point Dynamic Income Master Fund, L.P. master | Hedge Fund | Cayman Islands | $607M | 40 |
| Beach Point Tx Scf Lp | Hedge Fund | Delaware | $572M | 1 |
| Beach Point Scf Tpsf Lp | Hedge Fund | Delaware | $501M | 3 |
| Beach Point Scf 0166 Lp | Hedge Fund | Delaware | $468M | 1 |
| Sandstone Peak Ltd. | Securitized Asset Fund | Cayman Islands | $454M | 10 |
| Beach Point Total Return Master Fund, L.P. master | Hedge Fund | Cayman Islands | $436M | 77 |
| Sandstone Peak Iii Ltd. | Securitized Asset Fund | Cayman Islands | $405M | 10 |
| Sandstone Peak Ii Ltd. | Securitized Asset Fund | Cayman Islands | $397M | 9 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Ohio University Foundation EIN 316402269 | Athens, OH | 06/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| San Diego County Construction Laborers' Pension Trust Fund Board Of Trustees, San Diego County Construction | 2024 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Boyack, Thomas, Paul | Chief Financial Officer | Oct 2008 (18y) | Less than 5% | |
| Goldman, Lawrence, Michael | Chief Administrative Officer | Oct 2008 (18y) | Less than 5% | |
| Goldsmith, Carl, Henry | Limited Partner And Co Chief Executive Officer | Oct 2008 (18y) | ≈ 0% – 3.75% via Beach Point Gp Llc | |
| Klein, Scott, Martin | Limited Partner And Co Chief Executive Officer | Oct 2008 (18y) | ≈ 0% – 3.75% via Beach Point Gp Llc | |
| Rosenblum, David, Adam | Chief Compliance Officer And General Counsel | Oct 2008 (18y) | Less than 5% | |
| Desai, Darshan, Chandra | Chief Operating Officer | Mar 2013 (13y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Beach Point Gp Llc | General Partner | Oct 2008 | A | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Goldsmith, Carl, Henry: 50% – 75% of Beach Point Gp Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Klein, Scott, Martin: 50% – 75% of Beach Point Gp Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (44, $13.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Beach Point Scf Multi Port Lp | Hedge Fund | $1.0B | $10.0M | 3 |
| Beach Point Select Fund Lp | Hedge Fund | $853M | $5.0M | 46 |
| Beach Point Sangamon Lp | Hedge Fund | $784M | $10.0M | 4 |
| Beach Point Securitized Credit Fund Lp | Hedge Fund | $727M | $1.0M | 47 |
| Bishopsgate Credit Fund Ltd. | Hedge Fund | $662M | $100K | 3 |
| Beach Point Loan Master Fund, L.P. | Hedge Fund | $628M | $3.0M | 44 |
| Beach Point Scf I Lp | Hedge Fund | $609M | $10.0M | 1 |
| Beach Point Dynamic Income Master Fund, L.P. | Hedge Fund | $607M | $1.0M | 40 |
| Beach Point Tx Scf Lp | Hedge Fund | $572M | $10.0M | 1 |
| Beach Point Scf Tpsf Lp | Hedge Fund | $501M | $5.0M | 3 |
| Beach Point Scf 0166 Lp | Hedge Fund | $468M | $10.0M | 1 |
| Sandstone Peak Ltd. | Securitized Asset Fund | $454M | $100K | 10 |
| Beach Point Total Return Master Fund, L.P. | Hedge Fund | $436M | $5.0M | 77 |
| Sandstone Peak Iii Ltd. | Securitized Asset Fund | $405M | $10.0K | 10 |
| Sandstone Peak Ii Ltd. | Securitized Asset Fund | $397M | $10.0K | 9 |
| Bpc Opportunities Fund Iv Lp | Hedge Fund | $397M | $10.0M | 77 |
| Bpc Tactical Fund Lp | Private Equity Fund | $395M | $10.0M | 20 |
| Bpc Opportunities Offshore Fund Iv Lp | Hedge Fund | $385M | $10.0M | 11 |
| Beach Point Multi Asset Credit Fund Ltd. | Hedge Fund | $358M | $5.0M | 2 |
| Bpc Opportunities Fund Iii Lp | Hedge Fund | $342M | $10.0M | 28 |
| Beach Point Scf Iv Llc | Hedge Fund | $325M | $10.0M | 4 |
| Pacific Coast Investment Fund Llc | Hedge Fund | $316M | $10.0M | 1 |
| Beach Point Sc Offshore Fund Ltd. | Hedge Fund | $294M | $1.0M | 3 |
| Beach Point Scf Ix Loan Lp | Hedge Fund | $271M | $10.0M | 5 |
| Beach Point Multi Strategy Credit Master Fund, L.P. | Hedge Fund | $218M | $5.0M | 4 |
Top 25 of 44 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| San Diego County Construction Laborers' Pension Trust Fund | Board Of Trustees, San Diego County Construction | 3,299 | $516M | 09/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Ohio University Foundation | Public charity | $793M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 10.6 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $4.9B (17% of AUM) May 2026
- BNY Mellon $2.4B (8% of AUM) May 2026
- Northern Trust $666M (3% of AUM) Jan 2026
- J.P. Morgan $278M (2% of AUM) Mar 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗