DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B•••• P•••• C•••••• M••••••••• L•
Latest filing Aug 7, 2026
First filing on the tape Mar 30, 2012 · 53 filings
SEC status approved since Nov 20, 2008
RAUM
$30B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
173
77 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
43
reported on Schedule D
History
53 filings and snapshots on the tape
RAUM$30B as of Aug 7, 2026
Mar 30, 2012$6.7B then
HNW client RAUM: $0
State-registered IARs (5.B.3)0 as of Aug 7, 2026
Mar 22, 20130 then
Employees (5.A)173 as of Aug 7, 2026
Mar 22, 201353 then
Private funds43 as of Aug 7, 2026
Mar 30, 20128 then
RAUM +25% over the last fiscal year+23% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 7, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $359MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 14%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +25%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $22B, 62 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$26B86%
- Pension and profit-sharing plans$2.1B6.9%
- State and municipal entities$1.9B6.4%
- Insurance companies$315M1.1%
- Sovereign wealth funds$1.4M0.0%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 5reported
- Charitable clients
- n/areported
- Accounts
- 83reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $22B for 62 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.86 institutional_share=0.14 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
54 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••• P•••• S•• M••••••••• L• | Hedge Fund | $1.0B | 3 | Aug 1, 2013 |
| B•••• P•••• S••••• F••• L• | Hedge Fund | $853M | 46 | Aug 29, 2016 |
| B•••• P•••• S••••••• L• | Hedge Fund | $784M | 4 | Nov 20, 2018 |
| B•••• P•••• S••••••••• C••••• F••• L• | Hedge Fund | $727M | 47 | Mar 30, 2016 |
| B••••••••• C••••• F••• L••• | Hedge Fund | $662M | 3 | Apr 22, 2019 |
| B•••• P•••• L••• M••••• F•••• L••• | Hedge Fund | $628M | 44 | Mar 30, 2012 |
| B•••• P•••• S•• I• L• | Hedge Fund | $609M | 1 | Mar 30, 2012 |
| B•••• P•••• D•••••• I••••• M••••• F•••• L••• | Hedge Fund | $607M | 40 | Mar 22, 2013 |
| B•••• P•••• T• S•• L• | Hedge Fund | $572M | 1 | Sep 14, 2017 |
| B•••• P•••• S•• T••• L• | Hedge Fund | $501M | 3 | Aug 6, 2024 |
| B•••• P•••• S•• 0••• L• | Hedge Fund | $468M | 1 | May 17, 2016 |
| S•••••••• P••• L••• | Securitized Asset Fund | $454M | 10 | Nov 4, 2019 |
| B•••• P•••• T•••• R••••• M••••• F•••• L••• | Hedge Fund | $436M | 77 | Mar 30, 2012 |
| B•••• P•••• G••••• M••••• F•••• L•••no longer reported | Hedge Fund | $412M | 5 | Nov 12, 2014 |
| S•••••••• P••• I•• L••• | Securitized Asset Fund | $405M | 10 | Aug 6, 2024 |
| S•••••••• P••• I• L••• | Securitized Asset Fund | $397M | 9 | May 23, 2023 |
| B•• O••••••••• F••• I• L• | Hedge Fund | $397M | 77 | Jul 29, 2020 |
| B•• T••••••• F••• L• | Private Equity Fund | $395M | 20 | Aug 16, 2019 |
| B•• O••••••••• O••••••• F••• I• L• | Hedge Fund | $385M | 11 | Jul 29, 2020 |
| B•••• P•••• M••••••••• C••••• F••• L••• | Hedge Fund | $358M | 2 | Mar 28, 2014 |
| B•• O••••••••• F••• I•• L• | Hedge Fund | $342M | 28 | Feb 28, 2017 |
| B•••• P•••• S•• I• L•• | Hedge Fund | $325M | 4 | Oct 23, 2013 |
| P•••••• C•••• I••••••••• F••• L•• | Hedge Fund | $316M | 1 | Mar 28, 2014 |
| B•••• P•••• S• O••••••• F••• L••• | Hedge Fund | $294M | 3 | Mar 2, 2020 |
| B•••• P•••• S•• I• L••• L• | Hedge Fund | $271M | 5 | May 17, 2016 |
| B•••• P•••• S••••• M••••• F•••• L•••no longer reported | Hedge Fund | $270M | 36 | Mar 30, 2012 |
| B•••• P•••• M••••••••• C••••• M••••• F•••• L••• | Hedge Fund | $218M | 4 | Nov 4, 2015 |
| B•••• P•••• S•••••••• M••••• F•••• L••• | Hedge Fund | $172M | 62 | Mar 30, 2012 |
| B• K••• H••••••• L•• | Private Equity Fund | $137M | 10 | May 25, 2022 |
| B•• O••••••••• F••• V• L• | Hedge Fund | $82.6M | 56 | Mar 30, 2023 |
| B•••• P•••• S•• X• L• | Hedge Fund | $76.3M | 2 | Nov 4, 2016 |
| B•• O••••••••• O••••••• F••• I•• L• | Hedge Fund | $69.6M | 4 | May 25, 2017 |
| B•••• P•••• E••••••• S••••••••• C••••• M••••• F••• L• | Hedge Fund | $67.0M | 8 | May 23, 2023 |
| B•• R••• E••••• D••• F••• L• | Real Estate Fund | $64.6M | 1 | Aug 9, 2023 |
| B• K••• K• H••••••• L•• | Private Equity Fund | $43.8M | 9 | Jan 11, 2023 |
| B•••• P•••• S•• L••• L• | Hedge Fund | $37.7M | 3 | Aug 1, 2013 |
| B•• T••••••• F••• I• L• | Private Equity Fund | $32.6M | 3 | Nov 8, 2024 |
| B•••• P•••• S•• X• L• | Hedge Fund | $30.3M | 4 | Mar 27, 2024 |
| B•••• P•••• S•• X•• L• | Hedge Fund | $27.7M | 15 | May 23, 2023 |
| P••• A••••••••• C••••• M••••• F•••• L•••no longer reported | Hedge Fund | $26.8M | 2 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• T•••••• P••• · Chief Financial Officercontrolsince 10/2008 · owns less than 5%
- D••••• D••••••• C•••••• · Chief Operating Officercontrolsince 03/2013 · owns less than 5%
- G••••••• L•••••••• M•••••• · Chief Administrative Officercontrolsince 10/2008 · owns less than 5%
- G••••••••• C•••• H•••• · Limited Partner And Co-Chief Executive Officercontrolsince 10/2008 · owns 25% to 50%
- K••••• S••••• M••••• · Limited Partner And Co-Chief Executive Officercontrolsince 10/2008 · owns 25% to 50%
- R••••••••• D••••• A••• · Chief Compliance Officer And General Counselcontrolsince 10/2008 · owns less than 5%
- G••••••••• C•••• H•••• · Managing Membercontrolsince 10/2008 · owns 50% to 75% of B•••• P•••• G• L••
- K••••• S••••• M••••• · Managing Membercontrolsince 10/2008 · owns 50% to 75% of B•••• P•••• G• L••
Entity owners
- B•••• P•••• G• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- B•••• P•••• A••••••• L••bankpooled vehicle sponsorn
- B•••• P•••• C•••••• •••••••• D••pooled vehicle sponsory
- B•••• P•••• C•••••• E••••• L••investment advisery
- B•••• P•••• C•• M••••••••• L••investment advisery
- B•• A• C••••• L••pooled vehicle sponsory
- B•• A• L••pooled vehicle sponsory
- B•• L•••••• H••••••• L••pooled vehicle sponsory
- B•• O••••••••• F••• I• G• L•bankpooled vehicle sponsorn
- B•• O••••••••• F••• V• G• L•bankpooled vehicle sponsorn
- B•• R••• E••••• D••• F••• G• L•bankpooled vehicle sponsorn
- B•• T••••••• F••• G• L•pooled vehicle sponsorn
- B••• I••••••••• T•••• G• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- New York, NY14 employees
- Dublin, Ireland4 employees
- London, United Kingdom4 employees
What changed
consecutive filings, newest first
- Private funds · 42 to 43May 27, 2026 to Aug 7, 2026
- Accounts · 82 to 83Jan 13, 2026 to Mar 27, 2026
- Advisory employees · 68 to 77Jan 13, 2026 to Mar 27, 2026
- Pooled vehicle clients · 64 to 65Jan 13, 2026 to Mar 27, 2026
- Assets in custody · $17B to $22BJan 13, 2026 to Mar 27, 2026
- Employees · 159 to 173Jan 13, 2026 to Mar 27, 2026
- Private funds · 43 to 42Jan 13, 2026 to Mar 27, 2026
- Discretionary RAUM · $24B to $30BJan 13, 2026 to Mar 27, 2026
- Pension RAUM · $2.2B to $2.1BJan 13, 2026 to Mar 27, 2026
- Pooled vehicle RAUM · $20B to $26BJan 13, 2026 to Mar 27, 2026
- RAUM · $24B to $30BJan 13, 2026 to Mar 27, 2026
- Private funds · 42 to 43Oct 8, 2025 to Jan 13, 2026
- Financial planning clients · unset to Apr 4, 2025 to May 20, 2025
- Accounts · 77 to 82Nov 8, 2024 to Apr 4, 2025
- Advisory employees · 67 to 68Nov 8, 2024 to Apr 4, 2025
- Pooled vehicle clients · 60 to 64Nov 8, 2024 to Apr 4, 2025
- Assets in custody · $14B to $17BNov 8, 2024 to Apr 4, 2025
- Employees · 157 to 159Nov 8, 2024 to Apr 4, 2025
- Private funds · 44 to 42Nov 8, 2024 to Apr 4, 2025
- Discretionary RAUM · $18B to $24BNov 8, 2024 to Apr 4, 2025
- HNW RAUM · 0.0 to unsetNov 8, 2024 to Apr 4, 2025
- Individual RAUM · 0.0 to unsetNov 8, 2024 to Apr 4, 2025
- Pension RAUM · $2.0B to $2.2BNov 8, 2024 to Apr 4, 2025
- Pooled vehicle RAUM · $15B to $20BNov 8, 2024 to Apr 4, 2025
- RAUM · $18B to $24BNov 8, 2024 to Apr 4, 2025
- Private funds · 43 to 44Aug 6, 2024 to Nov 8, 2024
- Private funds · 41 to 43May 15, 2024 to Aug 6, 2024
- Accounts · 72 to 77Aug 9, 2023 to Mar 27, 2024
- Advisory employees · 61 to 67Aug 9, 2023 to Mar 27, 2024
- Pooled vehicle clients · 54 to 60Aug 9, 2023 to Mar 27, 2024
- Assets in custody · $13B to $14BAug 9, 2023 to Mar 27, 2024
- Employees · 148 to 157Aug 9, 2023 to Mar 27, 2024
- Private funds · 43 to 41Aug 9, 2023 to Mar 27, 2024
- Discretionary RAUM · $16B to $18BAug 9, 2023 to Mar 27, 2024
- HNW RAUM · unset to 0.0Aug 9, 2023 to Mar 27, 2024
- Individual RAUM · unset to 0.0Aug 9, 2023 to Mar 27, 2024
- Pension RAUM · $1.9B to $2.0BAug 9, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $13B to $15BAug 9, 2023 to Mar 27, 2024
- RAUM · $16B to $18BAug 9, 2023 to Mar 27, 2024
- Private funds · 42 to 43Jun 22, 2023 to Aug 9, 2023
Signals
2 dated events
- B•••• P•••• C•••••• M••••••••• L• reported RAUM $23.9B, up 33% from $18.0B (2024-11-08 to 2025-04-04)Apr 4, 2025 · RAUM change · derived
- B•••• P•••• C•••••• M••••••••• L• reported RAUM $17.3B, up 26% from $13.8B (2020-07-29 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- B•••• P•••• C•••••• M••••••••• L• · Independent Sponsorsshared crd · capital_provider
- B•••• P•••• C•••••• M••••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/beach-point-capital-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- b•••••••••.capitalreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (310) 996-9700reportedpublic record, Form ADV, Aug 7, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
B•••• P•••• C•••••• M••••••••• L• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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