National Retirement Planning Experts

National Coverage
Local Professionals

BEACH POINT CAPITAL MANAGEMENT LP

1620 26th Street
Suite 6000n
Santa Monica, California 90404
Tel: (310) 996-9700

Need a Financial Advisor?
Compare Vetted Advisors

About BEACH POINT CAPITAL MANAGEMENT LP

BEACH POINT CAPITAL MANAGEMENT LP, formally registered with the SEC as BEACH POINT CAPITAL MANAGEMENT LP. The firm was established in 11/20/2008. They have over 4 offices throughout the country.

BEACH POINT CAPITAL MANAGEMENT LP is a Santa Monica, California based Financial Planning firm with nearly $18,000,501,379 assets under management, offering retirement planning & investment advisory services to 77 clients. The firm is staffed with 157 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#148885
SEC#801-69765
Assets Managed by Firm$18,000,501,379
No. of Clients77
No. of Advisors157

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total77$18,000,501,379
Pension and profit sharing plans5$1,950,429,842

More Retirement Planning firms in Santa Monica, California:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY
333 S Hope Street, 55th Floor
Los Angeles, CA, 90071-1406
$3,315,358,763,219222621384
BLACKROCK FUND ADVISORS
400 Howard Street
San Francisco, CA, 94105
$3,047,294,350,591522700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
650 Newport Center Drive
Newport Beach, CA, 92660
$2,615,929,249,50028113194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 Main Street
San Francisco, CA, 94105
$1,098,805,397,188304509857
FRANKLIN ADVISERS, INC.
One Franklin Parkway, Building 970, 1st Floor
San Mateo, CA, 94403
$467,015,634,91318979408

Explore More Retirement Advisors in Santa Monica, California