Beach Point Total Return Fund II LP
Beach Point Total Return Fund II LP is a hedge fund based in Santa Monica, California. According to its most recent Form D, filed Feb 19, 2026, the fund has sold $1,183,813,408 of interests to 113 investors since its first sale in Jul 2006. The minimum investment it accepts from an outside investor is $5,000,000. 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 Scott Klein; Beach Point Advisors LLC; Carl Goldsmith.
Performance
No verified 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
- $1,183,813,408Cumulative sales reported on Form D
- Investors
- 113
- First sale
- Jul 1, 2006
- Minimum investment
- $5,000,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Scott Klein; Beach Point Advisors LLC; Carl Goldsmith
- Latest Form D
- Feb 19, 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 Total Return Fund II LP
What is the minimum investment for Beach Point Total Return Fund II LP?
According to its latest Form D, filed Feb 19, 2026, the minimum investment Beach Point Total Return Fund II LP accepts from an outside investor is $5,000,000.
Who can invest in Beach Point Total Return Fund II LP?
Beach Point Total Return Fund II 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 Total Return Fund II LP raised?
Beach Point Total Return Fund II LP reports $1,183,813,408 sold from 113 investors on its Form D filed Feb 19, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Beach Point Total Return Fund II LP based?
Beach Point Total Return Fund II LP is based in Santa Monica, California and is managed by Beach Point Capital Management LP.
When did Beach Point Total Return Fund II LP launch?
Beach Point Total Return Fund II LP reports its first sale in Jul 2006.
Size compared with every hedge fund
Raised more than 93% of the 1,060 hedge funds based in California, and more than 91% of all 10,307 that report sales.