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| Happy Holidays!! thanks for using AUM13F!! |
| Beach Point Capital Management LP
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| CRD # | 148885 |
| SEC # | 801-69765 |
| CIK # | 0001453885 |
| AUM | $23.9 B (2025-05-20) |
| Employees | 159 (43% Investors, 0% Brokers) |
| Phone | 310-996-9700 |
| Address | 1620 26th Street Santa Monica, CA 90404 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Velocity Financial Inc | 98.3 | ||
| Diebold Inc | 87.0 | ||
| American Capital Agency Corp | 51.3 | ||
| Churchill Capital Corp III | 18.9 | ||
| Finance of America Companies Inc | 10.9 | ||
| Acadia Healthcare Company Inc | 8.1 | ||
| SLM Corp | 5.3 | ||
| Apollo Strategic Growth Capital | 4.9 | ||
| Coinbase Global Inc | 3.5 | ||
| ZAIS Financial Corp | 1.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | BPC Tactical Fund II LP | [2024-11-08] | 125.0 | 157.9 |
| HF | Beach Point SCF TPSF LP | [2024-08-06] | 0.0 | 846.9 |
| SA | Sandstone Peak III Ltd | 2024-08-06 | 404.5 | |
| HF | Beach Point SCF XV LP | [2024-03-27] | 80.0 | 90.8 |
| RE | BPC Real Estate Debt Fund LP | [2023-08-09] | 200.4 | 424.0 |
| HF | Beach Point Enhanced Securitized Credit Master Fund LP | [2023-05-23] | 0.0 | 266.3 |
| HF | Beach Point SCF XIV LP | [2023-05-23] | 47.3 | 0.0 |
| SA | Sandstone Peak II Ltd | 2023-05-23 | 397.4 | |
| HF | BPC Opportunities Fund V LP | [2023-03-30] | 500.1 | 452.3 |
| HF | BPC Opportunities Offshore Fund V LP | [2023-03-30] | 500.1 | 151.3 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 64 | 19.7 |
| (g) Pension and profit sharing plans | 5 | 2.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 1.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 82 | 23.9 |
| By Discretionary | ||
| Discretionary | 82 | 23.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 82 | 23.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.9 | |
| United States Persons | 16.0 | |
| Total | 82 | 23.9 |
| Limited Partners | 2011 - 2025 |
|---|---|
| Los Angeles County Employees Retirement Association | |
| Orange County Employee Retirement System | |
| Oregon Public Employees Retirement Fund | |
| Virginia Retirement System |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| David Bree | 428 | |||
| Mark Murray | 57 | |||
| Carol Reynolds | 62 | |||
| Scott Klein | 62 | |||
| Carl Goldsmith | 61 | |||
| Beach Point Advisors LLC | 36 | |||
| Lawrence Goldman | 17 | |||
| Thomas Boyack | 16 | |||
| BPC Opportunities Fund IV UGP LLC | 3 | |||
| BPC Opportunities Fund V GP LP | 3 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001453885] | |
| 3 | [0001453885] | |
| 4 | [0001453885] | |
| SC 13D | [0001453885] | |
| SC 13G | [0001453885] |
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|
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|
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|
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✚
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