Beach Point IPA-OC LP
Beach Point IPA-OC LP is a hedge fund based in Santa Monica, California. According to its most recent Form D, filed Feb 20, 2026, the fund has sold $61,178,808 of interests to 1 investor since its first sale in Aug 2018. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Carl Goldsmith; Beach Point Advisors LLC; Scott Klein.
Performance
No returns have been reported for this fund. As a rough guide, Beach Point Capital Management LP, which manages it, disclosed U.S. stock holdings that returned an estimated -1.3% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +39.6% (S&P 500: +37.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
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- Total raised
- $61,178,808Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Aug 1, 2018
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Carl Goldsmith; Beach Point Advisors LLC; Scott Klein
- Latest Form D
- Feb 20, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Beach Point IPA-OC LP
What is the minimum investment for Beach Point IPA-OC LP?
Beach Point IPA-OC LP's latest Form D, filed Feb 20, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Beach Point IPA-OC LP?
Beach Point IPA-OC LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Beach Point IPA-OC LP raised?
Beach Point IPA-OC LP reports $61,178,808 sold from 1 investor on its Form D filed Feb 20, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Beach Point IPA-OC LP based?
Beach Point IPA-OC LP is based in Santa Monica, California and is managed by Beach Point Capital Management LP.
When did Beach Point IPA-OC LP launch?
Beach Point IPA-OC LP reports its first sale in Aug 2018.
Size compared with every hedge fund
Raised more than 59% of the 1,049 hedge funds based in California, and more than 50% of all 10,129 that report sales.