Providing innovative solutions for our clients and companies
Employee-owned and relationship-driven since inception
Founded in 2009, Beach Point specializes in opportunities across the credit spectrum, including high yield bonds, senior loans, structured credit, direct lending, distressed debt, capital solutions, real estate, and private equity. Beach Point is employee-owned and relationship-driven, managing over $19 billion for a diverse group of institutional investors.
Key Stats
Year proven track record
Companies invested
AUM in customized portfolios
A proud history of innovation and client service
Deliberately measured growth and complementary strategies spanning the risk-return spectrum
Since inception, Beach Point has invested up and down the capital structure in a wide range of geographies. We are committed to maintaining a sound investment philosophy and disciplined approach to risk management.
Throughout Beach Point’s history, growth has been deliberately measured in favor of developing long-term relationships. Our overarching mission is to deliver quality client service and flexible investment solutions.
Beach Point’s founders, Carl Goldsmith and Scott Klein, join together at the firm’s predecessor entity
The original Multi-Asset Credit strategy is in its first year
Launched Loan strategy
Beach Point is founded with an initial 33-person team focusing on alternative credit
Launched Opportunistic Credit strategy
Established European presence with opening of London office
Launched High Yield Bond strategy
Launched Structured Credit strategy
Launched Direct Lending strategy
Opened office in Dublin
Launched Tactical Investments strategy
Launched CLO Platform
Launched first dedicated Real Estate Credit fund
Our platform spans the full spectrum of public and private market investing
Public markets
Senior Loans and High Yield Bonds
Public-private markets
CLO Platform, Structured Credit, and Multi-Asset Credit
Private markets
Direct Lending, Opportunistic Credit, Real Estate Credit, Tactical Investments, and Private Equity
Our clients come first
We are guided by a deep commitment to our clients and our core principles
Beach Point’s founders created a culture that flowed from their own lifelong friendship. Building strong and lasting relationships—both with our clients and our team—serves as the foundation of Beach Point’s values.
Who We Are
Integrity
We believe the humility and integrity of our people contribute to the firm’s stability and support our long-standing client relationships. Accountability and transparency are central to our values.
What We Do
Collaboration
We prioritize teamwork and believe in the power of sharing ideas freely across our organization. By building a close-knit organization, we uncover new investment opportunities and foster innovation.
Why We Do It
Purpose
We take enormous pride in helping our clients achieve their goals. The importance of making a positive impact for our investors and their constituents is at the heart of Beach Point.
Committed to inclusion
Empowering our people, supporting our community
Beach Point is committed to sustaining a culture of inclusion that embraces diverse perspectives across our organization and the broader community.
Beach Point is focused on supporting our most valuable asset: our people. We are dedicated to attracting, developing, and retaining a talented workforce. Across the firm, we have implemented ongoing training and development programs as well as opportunities for mentorship and growth.
For our people to realize their full potential, we seek to cultivate an inclusive environment that values different viewpoints and encourages input from all perspectives, not just the most familiar ones.
We strive to give back to our community and support organizations consistent with our mission. We have established a "Beach Point Cares" initiative to amplify our efforts through charitable giving, sponsorships, and employee-led volunteer work.
Proud partnerships and affiliations
Taking action, responsibly
We believe responsible investment is rooted in our mission to evaluate the full scope of financially material considerations that could impact investment performance
Our Goals
Partner with our clients
Respond to the evolving needs of our clients and the markets in which we invest
Drive differentiated insights
Enhance the scope of our bottom-up research process in an effort to capture additional investment insights and deliver long-term value
Manage risks thoughtfully
Identify and manage undue risk, advancing our mission to deliver positive outcomes for our clients
Beach Point partners with the following organizations
