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Joshua Baumgarten

President and Chief Investment Officer at Beach Point Capital Management

Officer record from the firm’s Form ADVForm ADV filed 7 August 2026

Joshua Baumgarten is President and Chief Investment Officer of Beach Point Capital Management LP, a Santa Monica investment adviser.

Role at Beach Point Capital Management

Title on Schedule A
President and Chief Investment Officer
Control
Joshua Baumgarten is a control person of Beach Point Capital Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Joshua Baumgarten has held the filed role since September 2025.

The firm

Beach Point Capital Management LP
Santa Monica, CA

Form ADV filed 7 August 2026

$29.8B AUM75 clients77 advisers4 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Joshua Baumgarten is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Joshua Baumgarten
CRD
2772965
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Joshua Baumgarten work?

Joshua Baumgarten has been President and Chief Investment Officer of Beach Point Capital Management LP since September 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 7 August 2026

Leadership at Beach Point Capital Management

Sources

  1. IAPD individual lookup, CRD 2772965. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Beach Point Capital Management LP, filed 7 August 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Joshua Baumgarten or Beach Point Capital Management LP and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.