Beach Point Capital Management Lp
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Overview
Beach Point Capital Management Lp is a financial advisory company that has its headquarters in Santa Monica, California. Beach Point Capital Management Lp has $15.9 billion in total assets throughout 72 accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). It has a large group, including 61 financial advisors. Beach Point Capital Management Lp does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as bonds, stocks and options.
Beach Point Capital Management Lp administers all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which transaction decisions are made by an investment advisor without needing client approval. The firm's average account size is $220.9 million. An average financial advisor at Beach Point Capital Management Lp administers around one client account, placing it among the most personalized advisor firms in the country.
The firm's main office is located at 1620 26Th Street, Santa Monica, California 90404. It is allowed to provide services to clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Beach Point Capital Management Lp by the Numbers
$15.9 billion
148
72
$220.9 million
Fee Structure
Fees for financial advisory services largely vary depending on which service is offered. Fee types billed by Beach Point Capital Management Lp most likely include any combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles and pension plans. Out of its 72 clients, Beach Point Capital Management Lp's largest client by number of accounts is pooled investment vehicles. About 48% of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Beach Point Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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