other names
  • BEACH POINT CAPITAL MANAGEMENT LP
  • BEACH POINT UCITS MANAGEMENT LLC (RELYING ADVISER)

Adviser Profile

As of Date 01/13/2026
ADV Location SANTA MONICA, CA, United States
Adviser Type - Large advisory firm
Number of Employees 159 1%
of those in investment advisory functions 68 1%
Registration SEC, Approved, 11/20/2008
AUM* 23,875,858,738 33%
of that, discretionary 23,875,858,738 33%
Private Fund GAV* 17,989,700,882 5%
Avg Account Size 291,169,009 25%
SMA’s Yes
Private Funds 70 9
Contact Info (31 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

19B 16B 14B 11B 8B 5B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count55 GAV$14,188,758,871
Fund TypePrivate Equity Fund Count5 GAV$995,142,652
Fund TypeReal Estate Fund Count1 GAV$424,046,820
Fund TypeSecuritized Asset Fund Count4 GAV$1,658,415,000
Fund TypeOther Private Fund Count5 GAV$723,337,539

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker92262D101 Stock NameVELOCITY FINL INC $ Position$124,465,874 % Position48.00% $ Change28.00% # Change11.00%
Stck Ticker253651202 Stock NameDIEBOLD NIXDORF INC $ Position$74,645,191 % Position29.00% $ Change-4.00% # Change-19.00%
Stck Ticker62548M209 Stock NameCLARITEV CORPORATION $ Position$32,276,336 % Position12.00% $ Change43.00% # Change77.00%
Stck Ticker31738L206 Stock NameFINANCE OF AMERICA COMPAN $ Position$19,111,350 % Position7.00% $ Change610.00% # Change557.00%
Stck Ticker464288513 Stock NameISHARES TR (PUT) $ Position$2,013,236 % Position1.00% $ Change-28.00% # Change-40.00%
Stck Ticker92262D101 Stock NameVELOCITY FINL INC (CALL) $ Position$2,095,360 % Position1.00% $ Change # Change
Stck Ticker48251K100 Stock NameKKR REAL ESTATE FIN TR INC $ Position$1,633,667 % Position1.00% $ Change # Change
Stck Ticker75574U101 Stock NameREADY CAPITAL CORP (CALL) $ Position$25,000 % Position0.00% $ Change84.00% # Change47.00%
Stck Ticker78442P106 Stock NameSLM CORP (PUT) $ Position$255,520 % Position0.00% $ Change-91.00% # Change78.00%
Stck Ticker78462F103 Stock NameSPDR S&P 500 ETF TR (PUT) $ Position$750 % Position0.00% $ Change-96.00% # Change0.00%

Brochure Summary