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Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 7:31 AM ET

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Scott M. Klein

Named as an officer, director or promoter on SEC Form D filings · CA, Cayman Islands (as filed: E9) · Apr 16, 2009 → Feb 19, 2026

63deals (issuers)
$19.61Breported sold
2,144investors
275Form D filings
2009–2026years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Scott M. Klein is listed as an executive officer and director on 275 SEC Form D filings by 63 issuers between Apr 2009 and Oct 2026. Largest by amount reported sold: Beach Point Total Return Offshore Fund II Ltd. (George Town, Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2010–2014; $1.78B reported sold to 156 investors), Beach Point Loan Fund (Cayman) Ltd. (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2010–2014; $1.31B reported sold to 61 investors), Beach Point Multi-Asset Credit Fund Ltd. (George Town, Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2014–2015; $1.26B reported sold to 2 investors), Beach Point Total Return Fund II LP (Santa Monica, CA — pooled investment fund — 2010–2026; $1.18B reported sold to 113 investors), Beach Point Total Return Offshore Fund Ltd. (Grand Cayman, Cayman Islands (as filed: E9) — pooled investment fund — 2010–2014; $1.03B reported sold to 59 investors) and 58 more (all listed below).

What this means That is a lot of deals — 63 separate companies raised money with this person listed as executive officer and director, over about 17 years. Across those companies the filings report $19.61B sold in total.

Listed alongside Carl H. Goldsmith (275 shared filings), Beach Point Advisors LLC (203 shared filings, management entity), BPC OPPORTUNITIES FUND V GP LP (9 shared filings, management entity), BPC OPPORTUNITIES FUND V UGP LLC (9 shared filings, management entity), BPC OPPORTUNITIES FUND IV GP LP (6 shared filings, management entity) and 14 others.

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Scott. Each name links to their own page.

The issuers belong to 2 sponsor groups: Beach Point (55 issuers, $12.37B reported sold, 2009–2026) and Beach Point (18 issuers, $8.84B reported sold, 2010–2026).

What this means This person is listed across more than one sponsor team; each group page shows that team's full track record.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CT, DE, FINRA, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, OK, OR, PA, RI, SC, SD, TN, TX, VT, WA, WI, WV, WY) — 5 bankruptcy cases matching the name listed in Key records below.

What this means 5 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 275 public filings for Scott M. Klein and found 10 differences: Scott M. Klein appears on 1 deal that stopped filing before reaching its target; Form D filed 32 days after the first sale; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Scott M. Klein has not run yet — it is joining a line of 23,274 names; searches run around the clock at the hosts' allowed rate. Searched so far: 638 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: VA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Scott M. Klein..

State securities regulators: Securities regulators searched (3,318 actions): AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE DOJ Investor Protection Unit (257 actions, 1987–2026), TX State Securities Board (586 actions, 2006–2026), WA DFI (2,039 actions, 2001–2026) — last crawled Oct 23, 2026, 9:57 PM ET. No machine-readable public listing today for CO, FL, IA, IN, MN, NE, NJ, NY, OH, UT, VA (see docs/state-regulators.md).

3. Bankruptcies

5 cases: 5 closed (disposition not in docket feed)

Scott Klein closed
United States Bankruptcy Court, N.D. Georgia · No. 19-69888 · Filed Dec 11, 2019 · Closed Mar 24, 2022
Role of Scott Klein: Debtor · Outcome: Case closed 2022-03-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 43 federal dockets); 2 people with this name in Form D filings; court in GA (not a filing state)
Scott M. Klein closed
United States Bankruptcy Court, D. Minnesota · No. 15-31266 · Filed Apr 7, 2015 · Closed Jun 7, 2019
Role of Scott M. Klein: Debtor · Outcome: Case closed 2019-06-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 43 federal dockets); 2 people with this name in Form D filings; court in MN (not a filing state)
Scott Klein closed
United States Bankruptcy Court, N.D. Georgia · No. 10-71794 · Filed Apr 21, 2010 · Closed Aug 4, 2010
Role of Scott Klein: Debtor · Outcome: Case closed 2010-08-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 43 federal dockets); 2 people with this name in Form D filings; court in GA (not a filing state)
Scott Klein closed
United States Bankruptcy Court, E.D. Kentucky · No. 08-52864 · Filed Oct 31, 2008 · Closed May 19, 2010
Role of Scott Klein: Debtor · Outcome: Case closed 2010-05-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 43 federal dockets); 2 people with this name in Form D filings; court in KY (not a filing state)
Scott D. Klein and Heidi M. Klein closed
United States Bankruptcy Court, N.D. California · No. 99-33551 · Filed Nov 3, 1999 · Closed Feb 1, 2000
Role of Scott D. Klein and Heidi M. Klein: Debtor · Outcome: Case closed 2000-02-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 43 federal dockets); 2 people with this name in Form D filings; court in the person's filing state (CA); middle initial differs
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

10 differences found between the filings for Scott M. Klein (compared the newest 50 of 275 filings on Oct 24, 2026; older filings not covered)

Note · May 30, 2024

Scott M. Klein appears on 1 deal that stopped filing before reaching its target

BPC REAL ESTATE DEBT FUND LP (last filing May 30, 2024; $200,400,000 sold of $500,000,000). Each has no filing in more than two years and reported under half its target sold.

What this means An issuer whose last filing is more than two years old and reported under half its target sold. The raise may have closed early or quietly stopped. Ask what happened to each.

BPC REAL ESTATE DEBT FUND LP — PartnerFacts page ↗
Sources
Note · Jul 3, 2025 – Aug 4, 2025

Form D filed 32 days after the first sale — BP Holdings Mendocino LLC

The filing says the first sale was Jul 3, 2025. The Form D was filed Aug 4, 2025 — 32 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 17 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Aug 4, 2025 ↗BP Holdings Mendocino LLC — PartnerFacts page ↗
Sources
Note · Jun 1, 2025 – Jul 7, 2025

Form D filed 36 days after the first sale — BP KBOV Holdings II LLC

The filing says the first sale was Jun 1, 2025. The Form D was filed Jul 7, 2025 — 36 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 21 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Jul 7, 2025 ↗BP KBOV Holdings II LLC — PartnerFacts page ↗
Sources
Note · Feb 1, 2024 – Mar 19, 2024

Form D filed 47 days after the first sale — Beach Point SCF XV LP

The filing says the first sale was Feb 1, 2024. The Form D was filed Mar 19, 2024 — 47 days later. The rule: a Form D is generally due within 15 days after the first sale, so this one is 32 days past that.

What this means A late notice is common and carries no penalty by itself. It is worth asking the sponsor why the paperwork lagged.

Form D · Mar 19, 2024 ↗Beach Point SCF XV LP — PartnerFacts page ↗
Sources
Note · Jan 20, 2023 – Jan 3, 2025

4 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — BPC OPPORTUNITIES FUND V LP (latest filing Jan 3, 2025) · No amendment in the last 12 months on an offering that may still be open — BPC OPPORTUNITIES OFFSHORE FEEDER FUND V LLC (latest filing Jan 3, 2025) · No amendment in the last 12 months on an offering that may still be open — BPC OPPORTUNITIES OFFSHORE FUND V LP (latest filing Jan 3, 2025) · No amendment in the last 12 months on an offering that may still be open — BPC REAL ESTATE DEBT FUND LP (latest filing May 30, 2024)

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Jan 3, 2025 ↗BPC OPPORTUNITIES FUND V LP — PartnerFacts page ↗Form D/A · Jan 3, 2025 ↗BPC OPPORTUNITIES OFFSHORE FEEDER FUND V LLC — PartnerFacts page ↗
Sources
Note · Mar 1, 2024 – May 30, 2024

Minimum investment changed between filings — BPC REAL ESTATE DEBT FUND LP

The Mar 1, 2024 filing lists a minimum of $5,000,000; the May 30, 2024 Form D/A lists $0.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Mar 1, 2024 ↗Form D/A (later) · May 30, 2024 ↗BPC REAL ESTATE DEBT FUND LP — PartnerFacts page ↗
Sources
Note · May 31, 2023 – Mar 1, 2024

Minimum investment changed between filings — BPC REAL ESTATE DEBT FUND LP

The May 31, 2023 filing lists a minimum of $0; the Mar 1, 2024 Form D/A lists $5,000,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · May 31, 2023 ↗Form D/A (later) · Mar 1, 2024 ↗BPC REAL ESTATE DEBT FUND LP — PartnerFacts page ↗
Sources
Note · Feb 23, 2010 – Oct 8, 2013

Scott M. Klein is written 2 different ways on the filings

listed as "Scott M. Klein" on 136 filings (from Feb 23, 2010), and "Scott Klein" on 62 filings (from Oct 8, 2013).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Feb 23, 2010 ↗Form D · Oct 8, 2013 ↗Scott M. Klein — PartnerFacts page ↗
Sources
Note · Apr 18, 2016

Same name, different state: "Scott Klein" (IL) is a separate record

This page covers filings where the address state is CA or E9. A separate record, "Scott Klein" with address state IL, is listed on 1 filing — most recently by Cearna Aesthetics, Inc. (Apr 18, 2016). Both records have filings in the same period (Apr 18, 2016).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Scott Klein (IL) — PartnerFacts page ↗Form D · Apr 18, 2016 ↗Cearna Aesthetics, Inc. — PartnerFacts page ↗Scott M. Klein (CA,E9) — this page ↗
Sources
Note · Feb 23, 2010 – Mar 30, 2010

5 address changes between filings

Address moved from Los Angeles, CA to Santa Monica, CA — Beach Point Total Return Fund II LP · Address moved from Los Angeles, CA to Santa Monica, CA — Beach Point Strategic Fund II LP · Address moved from Los Angeles, CA to Santa Monica, CA — Beach Point Total Return Fund LP · Address moved from Los Angeles, CA to Santa Monica, CA — Beach Point Loan Fund LP · Address moved from Los Angeles, CA to Santa Monica, CA — Beach Point Strategic Fund LP

What this means Businesses move. If you were told one city and the forms say another, ask which is current.

Form D/A · Feb 23, 2010 ↗Form D/A · Mar 30, 2010 ↗Beach Point Total Return Fund II LP — PartnerFacts page ↗Form D · Feb 23, 2010 ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 275 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

1 of 66 offerings reports sales commissions totalling $6,250; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 15, 2026 D
BPC Capital Solutions Fund VI LP
File 021-601483
$0$0$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jun 18, 2026 D/A
BPC TACTICAL FUND II LP
File 021-516714
$0$0$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
CASTLE HILL CAPITAL PARTNERS, INC. BrokerCheck CRD 44131 ↗EDGAR ↗
May 22, 2026 D
Beach Point SCF XVI LP
File 021-584927
$0$0$0 (est.)
The general partner may be entitled to a performance allocation. The investment manager may be entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's governing agreement.
None listed on this filingEDGAR ↗
Apr 3, 2026 D/A
Beach Point SCF V LP
File 021-238944
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Apr 3, 2026 D/A
Beach Point SCF IX Loan LP
File 021-254867
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Feb 23, 2026 D/A
Beach Point Orange SCF LP
File 021-244896
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manger. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Feb 23, 2026 D/A
Beach Point Sangamon LP
File 021-310077
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Feb 20, 2026 D/A
Beach Point IPA-OC LP
File 021-315987
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Feb 19, 2026 D/A
Beach Point Total Return Fund II LP
File 021-95411
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
MERRILL LYNCH, PIERCE, FENNER AND SMITH INCORPORATED BrokerCheck CRD 7691 ↗EDGAR ↗
Feb 19, 2026 D/A
Beach Point SCF XIV LP
File 021-476106
$0$0$0
THE ISSUER PAYS A MANAGEMENT FEE TO BEACH POINT CAPITAL MANAGEMENT LP, THE ISSUER'S INVESTMENT MANAGER. THE MANAGMENT FEE IS DESCRIBED IN THE ISSUER'S OFFERING DOCUMENTS.
None listed on this filingEDGAR ↗
Feb 19, 2026 D/A
Beach Point SCF XV LP
File 021-507997
$0$0$0
The Issuer pays a management fee to Beach Point Capital Management LP, the Issuer's investment manager. The management fee is described in the Issuer's offering documents.
None listed on this filingEDGAR ↗
Feb 18, 2026 D/A
Beach Point Loan Fund LP
File 021-138962
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Feb 18, 2026 D/A
Beach Point Strategic Fund LP
File 021-138950
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Feb 18, 2026 D/A
Beach Point Total Return Fund LP
File 021-138979
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Feb 18, 2026 D/A
Beach Point Strategic Fund II LP
File 021-138988
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Feb 18, 2026 D/A
Beach Point Select Fund LP
File 021-167375
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's offering documents.
None listed on this filingEDGAR ↗
Feb 18, 2026 D/A
Beach Point Dynamic Income Fund LP
File 021-204194
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Feb 18, 2026 D/A
Beach Point Securitized Credit Fund LP
File 021-238969
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Feb 18, 2026 D/A
Beach Point Multi-Strategy Credit Fund LP
File 021-244864
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Feb 18, 2026 D/A
Beach Point Enhanced Securitized Credit Fund LP
File 021-479288
$0$0$0
THE ISSUER PAYS A MANAGEMENT FEE TO BEACH POINT CAPITAL MANAGEMENT LP, THE ISSUER'S INVESTMENT MANAGER. THE MANAGEMENT FEE IS DESCRIBED IN THE ISSUER'S OFFERING DOCUMENTS.
None listed on this filingEDGAR ↗
Nov 26, 2025 D
BPC Private Senior Loan Fund LP
File 021-565222
$0 (est.)$0 (est.)$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Aug 4, 2025 D
BP Holdings Mendocino LLC
File 021-553574
$0$0$0None listed on this filingEDGAR ↗
Jul 7, 2025 D
BP KBOV Holdings II LLC
File 021-550863
$0$0$0None listed on this filingEDGAR ↗
Jun 17, 2025 D
BP KBOV Holdings LLC
File 021-549210
$0$0$0None listed on this filingEDGAR ↗
Jun 17, 2025 D
BP KBIV KY Holdings LLC
File 021-549211
$0$0$0None listed on this filingEDGAR ↗
Jan 3, 2025 D/A
BPC OPPORTUNITIES FUND V LP
File 021-471239
$0$0$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 3, 2025 D/A
BPC OPPORTUNITIES OFFSHORE FUND V LP
File 021-471240
$0$0$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jan 3, 2025 D/A
BPC OPPORTUNITIES OFFSHORE FEEDER FUND V LLC
File 021-471241
$0$0$0 (est.)
"The Issuer is a feeder fund for BPC Opportunities Offshore Fund V LP (the ""Fund""). The Issuer does not pay any direct management fees, but bears a pro rata portion of all Fund management fees."
None listed on this filingEDGAR ↗
Dec 20, 2024 D
BPC RT LLC
File 021-532914
$6,250$0$0ICA, LLC BrokerCheck CRD 145235 ↗EDGAR ↗
Jun 14, 2024 D
Beach Point SCF TPSF LP
File 021-516088
$0$0$0
THE ISSUER PAYS A MANAGEMENT FEE TO BEACH POINT CAPITAL MANAGEMENT LP, THE ISSUER'S INVESTMENT MANAGER. THE MANAGEMENT FEE IS DESCRIBED IN THE ISSUER'S OFFERING DOCUMENTS.
None listed on this filingEDGAR ↗
May 30, 2024 D/A
BPC REAL ESTATE DEBT FUND LP
File 021-483052
$0$0$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Nov 28, 2023 D
BP HOLDINGS ZETA LP
File 021-498252
$0$0$0 (est.)
The general partner is entitled to a performance allocation.
None listed on this filingEDGAR ↗
Oct 13, 2022 D
BP KBIV KY Holdings LLC
File 021-461686
$0$0$0None listed on this filingEDGAR ↗
May 6, 2022 D
BP KBOV Holdings LLC
File 021-444796
$0$0$0None listed on this filingEDGAR ↗
Apr 12, 2021 D/A
BPC OPPORTUNITIES FUND IV LP
File 021-364534
$0$0$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Apr 9, 2021 D/A
BPC OPPORTUNITIES OFFSHORE FUND IV LP
File 021-364537
$0$0$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Apr 9, 2021 D/A
BPC OPPORTUNITIES OFFSHORE FEEDER FUND IV LLC
File 021-364536
$0$0$0 (est.)
The general partner is entitled to a performance allocation. The investment manager is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jun 13, 2019 D
BPC TACTICAL FUND LP
File 021-341890
$0$0$0 (est.)
The general partner is entitled to a performance allocation. The management company is entitled to a management fee. The performance allocation and management fee are fully discussed in the Issuer's confidential offering materials.
None listed on this filingEDGAR ↗
Jul 3, 2018 D
Beach Point IPA-DI LP
File 021-315980
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Feb 14, 2018 D/A
Beach Point Global Fund LP
File 021-236056
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Dec 29, 2017 D
Beach Point SCF XI LP
File 021-302013
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Jul 12, 2017 D
Beach Point TX SCF LP
File 021-290453
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Feb 2, 2017 D
BPC OPPORTUNITIES OFFSHORE FUND III LP
File 021-279949
$0$0$0 (est.)
THE GENERAL PARTNER IS ENTITLED TO A PERFORMANCE ALLOCATION. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE PERFORMANCE ALLOCATION AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
None listed on this filingEDGAR ↗
Feb 2, 2017 D
BPC OPPORTUNITIES OFFSHORE FEEDER FUND III LP
File 021-279948
$0$0$0 (est.)
"THE ISSUER IS A FEEDER FUND FOR BPC OPPORTUNITIES OFFSHORE FUND III LP (THE ""FUND""). THE ISSUER DOES NOT PAY ANY DIRECT MANAGEMENT FEES, BUT BEARS A PRO RATA PORTION OF ALL FUND MANAGEMENT FEES."
None listed on this filingEDGAR ↗
Nov 30, 2016 D
BPC OPPORTUNITIES FUND III LP
File 021-275383
$0$0$0 (est.)
THE GENERAL PARTNER IS ENTITLED TO A PERFORMANCE ALLOCATION. THE INVESTMENT MANAGER IS ENTITLED TO A MANAGEMENT FEE. THE PERFORMANCE ALLOCATION AND MANAGEMENT FEE ARE FULLY DISCUSSED IN THE ISSUER'S CONFIDENTIAL OFFERING MATERIALS.
None listed on this filingEDGAR ↗
Jun 27, 2016 D
Beach Point SCF X LP
File 021-265853
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuers investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Jan 14, 2016 D
Beach Point SCF 0166 LP
File 021-255205
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Apr 30, 2015 D
Beach Point SCF VI LP
File 021-238948
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Mar 17, 2015 D/A
Beach Point Multi-Asset Credit Fund Ltd.
File 021-212995
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Aug 8, 2014 D
Beach Point Global Fund LP
File 021-222571
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
May 15, 2014 D
BPC Opportunities Fund II LP
File 021-217471
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
May 15, 2014 D
BPC Opportunities Offshore Fund II, L.P.
File 021-217468
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Mar 26, 2014 D/A
Beach Point Distressed Offshore Fund Ltd.
File 021-130274
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is decribed in the issuer's governing documents.
None listed on this filingEDGAR ↗
Mar 26, 2014 D/A
Beach Point Distressed Fund LP
File 021-130275
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Mar 26, 2014 D/A
Beach Point Total Return Offshore Fund II Ltd.
File 021-95410
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Mar 26, 2014 D/A
Beach Point Total Return Offshore Fund Ltd.
File 021-138952
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Mar 26, 2014 D/A
Beach Point Loan Fund (Cayman) Ltd.
File 021-138953
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Mar 26, 2014 D/A
Beach Point Strategic Offshore Fund Ltd.
File 021-138951
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Mar 26, 2014 D/A
Beach Point Dynamic Income Offshore Fund Ltd.
File 021-189445
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
n/a no CRD number reportedEDGAR ↗
Mar 26, 2014 D/A
Beach Point Select Offshore Fund Ltd.
File 021-189417
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Mar 6, 2014 D
Pacific Coast Investment Fund LLC
File 021-212999
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Aug 13, 2013 D
Beach Point SCF IV LLC
File 021-201283
$0$0$0None listed on this filingEDGAR ↗
May 9, 2013 D
Beach Point SCF Loan LP
File 021-196238
$0$0$0None listed on this filingEDGAR ↗
May 9, 2013 D
Beach Point SCF Multi-Port LP
File 021-196228
$0$0$0None listed on this filingEDGAR ↗
Mar 14, 2011 D
Beach Point SCF I LP
File 021-156651
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
Jan 13, 2010 D
BPC Opportunities Fund LP
File 021-137783
$0$0$0
The issuer pays a management fee to Beach Point Capital Management LP, the issuer's investment manager. The management fee is described in the issuer's governing documents.
None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 63

Every issuer that named Scott M. Klein on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

BC
Pooled Investment Fund · group: Beach Point

BPC Capital Solutions Fund VI LP

Santa Monica, CA · Oct 15, 2026
  • Oct 15, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BT
Pooled Investment Fund · group: Beach Point

BPC TACTICAL FUND II LP

Santa Monica, CA · Jun 24, 2024 → Jun 18, 2026 · 3 filings
  • Jun 18, 2026 · D/A · $335,600,000 sold of $750,000,000 · 12 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 20, 2025 · D/A · $125,000,000 sold of $750,000,000 · 3 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jun 24, 2024 · D · $0 sold of $750,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $335.6M from 12 investors (45% of the $750M target) as of the latest filing. Scott is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point SCF XVI LP

Santa Monica, CA · May 22, 2026
  • May 22, 2026 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point SCF V LP

Santa Monica, CA · Apr 30, 2015 → Apr 3, 2026 · 2 filings
  • Apr 3, 2026 · D/A · $118,206,378 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Apr 30, 2015 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗

Raised $118.2M from 1 investor as of the latest filing. Scott is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point SCF IX Loan LP

Santa Monica, CA · Jan 11, 2016 → Apr 3, 2026 · 2 filings
  • Apr 3, 2026 · D/A · $554,300,000 sold of Indefinite · 5 investors · min. No minimum reported · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Jan 11, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗

Raised $554.3M from 5 investors as of the latest filing. Scott is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Sangamon LP

Santa Monica, CA · Apr 13, 2018 → Feb 23, 2026 · 2 filings
  • Feb 23, 2026 · D/A · $720,581,785 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Apr 13, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗

Raised $720.6M from 4 investors as of the latest filing. Scott is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Orange SCF LP

Santa Monica, CA · Jul 31, 2015 → Feb 23, 2026 · 2 filings
  • Feb 23, 2026 · D/A · $126,082,813 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Managing Member of Beach Point Advisors LLC) EDGAR ↗
  • Jul 31, 2015 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of Beach Point Advisors LLC) EDGAR ↗

Raised $126.1M from 1 investor as of the latest filing. Scott is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point IPA-OC LP

Santa Monica, CA · Jul 3, 2018 → Feb 20, 2026 · 2 filings
  • Feb 20, 2026 · D/A · $61,178,808 sold of Indefinite · 1 investors · min. No minimum reported · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Jul 3, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗

Raised $61.2M from 1 investor as of the latest filing. Scott is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Total Return Fund II LP

Santa Monica, CA · Feb 23, 2010 → Feb 19, 2026 · 23 filings
  • Feb 19, 2026 · D/A · $1,183,813,408 sold of Indefinite · 113 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 18, 2025 · D/A · $1,183,698,408 sold of Indefinite · 113 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 29, 2024 · D/A · $1,179,464,908 sold of Indefinite · 113 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 21, 2023 · D/A · $1,175,766,725 sold of Indefinite · 111 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 23, 2022 · D/A · $1,174,518,725 sold of Indefinite · 111 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Mar 25, 2021 · D/A · $1,167,507,725 sold of Indefinite · 111 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Oct 19, 2020 · D/A · $1,167,107,725 sold of Indefinite · 111 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 13, 2019 · D/A · $1,166,494,725 sold of Indefinite · 111 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 14, 2018 · D/A · $1,159,043,725 sold of Indefinite · 111 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 14, 2017 · D/A · $1,138,568,725 sold of Indefinite · 109 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 14, 2017 · D/A · $1,138,568,725 sold of Indefinite · 109 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 14, 2017 · D/A · $1,138,568,725 sold of Indefinite · 109 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 14, 2017 · D/A · $1,138,568,725 sold of Indefinite · 109 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 14, 2017 · D/A · $1,138,568,725 sold of Indefinite · 109 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Mar 29, 2016 · D/A · $931,612,725 sold of Indefinite · 105 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 18, 2015 · D/A · $920,750,975 sold of Indefinite · 104 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 26, 2014 · D/A · $715,066,543 sold of Indefinite · 55 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 28, 2013 · D/A · $409,593,943 sold of Indefinite · 45 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 27, 2012 · D/A · $361,157,738 sold of Indefinite · 40 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 30, 2011 · D/A · $308,850,077 sold of Indefinite · 36 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Nov 24, 2010 · D/A · $293,243,753 sold of Indefinite · 34 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 30, 2010 · D/A · $253,240,918 sold of Indefinite · 34 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Feb 23, 2010 · D/A · $253,240,918 sold of Indefinite · 34 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗

Raised $1.18B from 113 investors as of the latest filing. Scott is listed as executive officer on 23 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point SCF XV LP

Santa Monica, CA · Mar 19, 2024 → Feb 19, 2026 · 3 filings
  • Feb 19, 2026 · D/A · $100,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 19, 2025 · D/A · $80,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Mar 19, 2024 · D · $30,000,000 sold of Indefinite · 4 investors · min. No minimum reported · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗

Raised $100M from 4 investors as of the latest filing. Scott is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point SCF XIV LP

Santa Monica, CA · Mar 16, 2023 → Feb 19, 2026 · 4 filings
  • Feb 19, 2026 · D/A · $85,143,598 sold of Indefinite · 17 investors · min. $100,000 · role: Executive Officer (AUTHORIZED SIGNATORY OF THE MANAGING MEMBER OF THE GENERAL PARTNER) EDGAR ↗
  • Feb 19, 2025 · D/A · $47,293,598 sold of Indefinite · 17 investors · min. $100,000 · role: Executive Officer (AUTHORIZED SIGNATORY OF THE MANAGING MEMBER OF THE GENERAL PARTNER) EDGAR ↗
  • Mar 1, 2024 · D/A · $47,293,598 sold of Indefinite · 17 investors · min. $100,000 · role: Executive Officer (AUTHORIZED SIGNATORY OF THE MANAGING MEMBER OF THE GENERAL PARTNER) EDGAR ↗
  • Mar 16, 2023 · D · $22,200,000 sold of Indefinite · 2 investors · min. $100,000 · role: Executive Officer (AUTHORIZED SIGNATORY OF THE MANAGING MEMBER OF THE GENERAL PARTNER) EDGAR ↗

Raised $85.1M from 17 investors as of the latest filing. Scott is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Enhanced Securitized Credit Fund LP

Santa Monica, CA · Apr 18, 2023 → Feb 18, 2026 · 4 filings
  • Feb 18, 2026 · D/A · $33,872,543 sold of Indefinite · 10 investors · min. $1,000,000 · role: Executive Officer (Authorized Signatory of the Managing Member of the General Partner) EDGAR ↗
  • Feb 18, 2025 · D/A · $8,872,543 sold of Indefinite · 10 investors · min. $1,000,000 · role: Executive Officer (Authorized Signatory of the Managing Member of the General Partner) EDGAR ↗
  • Mar 1, 2024 · D/A · $1,950,000 sold of Indefinite · 8 investors · min. $1,000,000 · role: Executive Officer (Authorized Signatory of the Managing Member of the General Partner) EDGAR ↗
  • Apr 18, 2023 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Executive Officer (Authorized Signatory of the Managing Member of the General Partner) EDGAR ↗

Raised $33.9M from 10 investors as of the latest filing. Scott is listed as executive officer on 4 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Securitized Credit Fund LP

Santa Monica, CA · May 1, 2015 → Feb 18, 2026 · 12 filings
  • Feb 18, 2026 · D/A · $652,948,512 sold of Indefinite · 89 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Feb 18, 2025 · D/A · $646,048,512 sold of Indefinite · 86 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Feb 29, 2024 · D/A · $608,507,012 sold of Indefinite · 85 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Feb 21, 2023 · D/A · $588,361,262 sold of Indefinite · 85 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Feb 23, 2022 · D/A · $424,095,762 sold of Indefinite · 81 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Mar 25, 2021 · D/A · $389,661,184 sold of Indefinite · 77 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Oct 19, 2020 · D/A · $312,546,184 sold of Indefinite · 68 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Feb 14, 2019 · D/A · $257,249,809 sold of Indefinite · 61 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory for the managing member of the general partner) EDGAR ↗
  • Feb 15, 2018 · D/A · $193,954,309 sold of Indefinite · 49 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory for the managing member of the general partner) EDGAR ↗
  • Feb 14, 2017 · D/A · $111,245,743 sold of Indefinite · 43 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory for the managing member of the general partner) EDGAR ↗
  • Mar 30, 2016 · D/A · $91,374,429 sold of Indefinite · 30 investors · min. $1,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • May 1, 2015 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗

Raised $652.9M from 89 investors as of the latest filing. Scott is listed as executive officer on 12 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Multi-Strategy Credit Fund LP

Santa Monica, CA · Jul 31, 2015 → Feb 18, 2026 · 12 filings
  • Feb 18, 2026 · D/A · $20,000,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory for the managing member of the general partner) EDGAR ↗
  • Feb 18, 2025 · D/A · $20,000,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory for the managing member of the general partner) EDGAR ↗
  • Feb 29, 2024 · D/A · $20,000,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory for the managing member of the general partner) EDGAR ↗
  • Feb 21, 2023 · D/A · $20,000,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory for the managing member of the general partner) EDGAR ↗
  • Feb 23, 2022 · D/A · $20,000,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory for the managing member of the general partner) EDGAR ↗
  • Mar 25, 2021 · D/A · $20,000,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory for the managing member of the general partner) EDGAR ↗
  • Oct 19, 2020 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory for the managing member of the general partner) EDGAR ↗
  • Feb 14, 2019 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory for the managing member of the general partner) EDGAR ↗
  • Feb 14, 2018 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory for the managing member of the general partner) EDGAR ↗
  • Feb 14, 2017 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory for the managing member of the general partner) EDGAR ↗
  • Mar 30, 2016 · D/A · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer (Managing Member of Beach Point Advisors LLC) EDGAR ↗
  • Jul 31, 2015 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer (Managing Member of Beach Point Advisors LLC) EDGAR ↗

Raised $20M from 1 investor as of the latest filing. Scott is listed as executive officer on 12 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Total Return Fund LP

Santa Monica, CA · Feb 23, 2010 → Feb 18, 2026 · 19 filings
  • Feb 18, 2026 · D/A · $330,830,109 sold of Indefinite · 366 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 18, 2025 · D/A · $330,830,109 sold of Indefinite · 366 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 29, 2024 · D/A · $330,510,609 sold of Indefinite · 366 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 21, 2023 · D/A · $330,460,609 sold of Indefinite · 366 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 23, 2022 · D/A · $329,632,859 sold of Indefinite · 366 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Mar 25, 2021 · D/A · $328,360,359 sold of Indefinite · 364 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Oct 19, 2020 · D/A · $323,781,859 sold of Indefinite · 363 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 13, 2019 · D/A · $322,807,234 sold of Indefinite · 363 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 14, 2018 · D/A · $316,502,234 sold of Indefinite · 363 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 14, 2017 · D/A · $315,952,234 sold of Indefinite · 359 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Mar 29, 2016 · D/A · $315,852,234 sold of Indefinite · 358 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 18, 2015 · D/A · $315,302,234 sold of Indefinite · 356 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 26, 2014 · D/A · $305,904,667 sold of Indefinite · 353 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 28, 2013 · D/A · $299,934,667 sold of Indefinite · 350 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 27, 2012 · D/A · $290,990,580 sold of Indefinite · 348 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 30, 2011 · D/A · $281,059,924 sold of Indefinite · 344 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Nov 24, 2010 · D/A · $275,879,924 sold of Indefinite · 341 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 30, 2010 · D/A · $269,465,248 sold of Indefinite · 238 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Feb 23, 2010 · D · $269,465,248 sold of Indefinite · 238 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗

Raised $330.8M from 366 investors as of the latest filing. Scott is listed as executive officer on 19 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Dynamic Income Fund LP

Santa Monica, CA · Oct 8, 2013 → Feb 18, 2026 · 14 filings
  • Feb 18, 2026 · D/A · $167,653,854 sold of Indefinite · 25 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Feb 18, 2025 · D/A · $167,653,854 sold of Indefinite · 25 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Mar 1, 2024 · D/A · $167,627,854 sold of Indefinite · 25 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Feb 21, 2023 · D/A · $167,385,354 sold of Indefinite · 25 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Feb 23, 2022 · D/A · $98,385,354 sold of Indefinite · 25 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Mar 25, 2021 · D/A · $98,365,354 sold of Indefinite · 25 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Oct 19, 2020 · D/A · $98,194,854 sold of Indefinite · 22 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Feb 13, 2019 · D/A · $89,034,854 sold of Indefinite · 18 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Feb 14, 2018 · D/A · $89,034,854 sold of Indefinite · 18 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Feb 14, 2017 · D/A · $80,813,834 sold of Indefinite · 15 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Mar 29, 2016 · D/A · $80,813,834 sold of Indefinite · 15 investors · min. $1,000,000 · role: Executive Officer (Managing Member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 17, 2015 · D/A · $72,621,464 sold of Indefinite · 7 investors · min. $1,000,000 · role: Executive Officer (Managing Member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 26, 2014 · D/A · $52,700,000 sold of Indefinite · 3 investors · min. $1,000,000 · role: Executive Officer (Managing Member of Beach Point Advisors LLC) EDGAR ↗
  • Oct 8, 2013 · D · $52,700,000 sold of Indefinite · 3 investors · min. $1,000,000 · role: Executive Officer (Managing Member of Beach Point Advisors LLC) EDGAR ↗

Raised $167.7M from 25 investors as of the latest filing. Scott is listed as executive officer on 14 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Select Fund LP

Santa Monica, CA · Oct 17, 2011 → Feb 18, 2026 · 16 filings
  • Feb 18, 2026 · D/A · $564,300,068 sold of Indefinite · 60 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Feb 18, 2025 · D/A · $562,200,068 sold of Indefinite · 59 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Mar 1, 2024 · D/A · $561,675,068 sold of Indefinite · 59 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Feb 21, 2023 · D/A · $508,280,847 sold of Indefinite · 59 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Feb 23, 2022 · D/A · $446,390,847 sold of Indefinite · 56 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Mar 25, 2021 · D/A · $414,690,847 sold of Indefinite · 52 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Oct 19, 2020 · D/A · $356,531,392 sold of Indefinite · 48 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Feb 13, 2019 · D/A · $356,531,392 sold of Indefinite · 48 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Feb 14, 2018 · D/A · $265,919,344 sold of Indefinite · 43 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Feb 14, 2017 · D/A · $259,384,331 sold of Indefinite · 41 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Mar 29, 2016 · D/A · $230,712,509 sold of Indefinite · 37 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 17, 2015 · D/A · $216,930,105 sold of Indefinite · 32 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 26, 2014 · D/A · $137,373,062 sold of Indefinite · 27 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 28, 2013 · D/A · $90,839,446 sold of Indefinite · 22 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Oct 16, 2012 · D/A · $55,026,000 sold of Indefinite · 15 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Oct 17, 2011 · D · $46,208,302 sold of Indefinite · 8 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗

Raised $564.3M from 60 investors as of the latest filing. Scott is listed as executive officer on 16 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Strategic Fund II LP

Santa Monica, CA · Feb 23, 2010 → Feb 18, 2026 · 19 filings
  • Feb 18, 2026 · D/A · $405,990,663 sold of Indefinite · 199 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 18, 2025 · D/A · $405,240,663 sold of Indefinite · 199 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 29, 2024 · D/A · $404,640,663 sold of Indefinite · 199 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 21, 2023 · D/A · $404,640,663 sold of Indefinite · 199 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 23, 2022 · D/A · $403,140,663 sold of Indefinite · 198 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Mar 25, 2021 · D/A · $403,140,663 sold of Indefinite · 198 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Oct 19, 2020 · D/A · $403,140,663 sold of Indefinite · 198 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 13, 2019 · D/A · $403,140,663 sold of Indefinite · 198 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 14, 2018 · D/A · $403,140,663 sold of Indefinite · 198 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 14, 2017 · D/A · $402,587,990 sold of Indefinite · 198 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Mar 29, 2016 · D/A · $402,587,990 sold of Indefinite · 198 investors · min. $1,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 17, 2015 · D/A · $402,587,990 sold of Indefinite · 198 investors · min. $1,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 26, 2014 · D/A · $400,359,867 sold of Indefinite · 197 investors · min. $1,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 28, 2013 · D/A · $394,006,800 sold of Indefinite · 196 investors · min. $1,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 27, 2012 · D/A · $393,006,800 sold of Indefinite · 196 investors · min. $1,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 30, 2011 · D/A · $391,338,207 sold of Indefinite · 194 investors · min. $1,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Nov 24, 2010 · D/A · $386,497,065 sold of Indefinite · 191 investors · min. $1,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 30, 2010 · D/A · $383,846,952 sold of Indefinite · 189 investors · min. $1,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Feb 23, 2010 · D · $383,846,952 sold of Indefinite · 189 investors · min. $1,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗

Raised $406M from 199 investors as of the latest filing. Scott is listed as executive officer on 19 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Strategic Fund LP

Santa Monica, CA · Feb 23, 2010 → Feb 18, 2026 · 20 filings
  • Feb 18, 2026 · D/A · $350,875,871 sold of Indefinite · 143 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 18, 2025 · D/A · $350,075,871 sold of Indefinite · 142 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 29, 2024 · D/A · $347,325,871 sold of Indefinite · 139 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 21, 2023 · D/A · $345,075,871 sold of Indefinite · 137 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 23, 2022 · D/A · $341,675,871 sold of Indefinite · 134 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Mar 25, 2021 · D/A · $323,675,871 sold of Indefinite · 127 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Oct 19, 2020 · D/A · $319,825,871 sold of Indefinite · 121 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 13, 2019 · D/A · $314,325,871 sold of Indefinite · 116 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 14, 2018 · D/A · $313,825,871 sold of Indefinite · 116 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 14, 2017 · D/A · $311,225,871 sold of Indefinite · 115 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Mar 29, 2016 · D/A · $311,225,871 sold of Indefinite · 115 investors · min. $1,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 17, 2015 · D/A · $311,225,871 sold of Indefinite · 115 investors · min. $1,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 26, 2014 · D/A · $311,225,871 sold of Indefinite · 115 investors · min. $1,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 28, 2013 · D/A · $307,875,871 sold of Indefinite · 113 investors · min. $1,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 27, 2012 · D/A · $305,660,871 sold of Indefinite · 113 investors · min. $1,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 30, 2011 · D/A · $301,868,871 sold of Indefinite · 111 investors · min. $1,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Nov 24, 2010 · D/A · $295,547,978 sold of Indefinite · 105 investors · min. $1,000,000 · role: Executive Officer (Managing member of the Beach Point Advisors LLC) EDGAR ↗
  • Nov 24, 2010 · D/A · $295,547,978 sold of Indefinite · 105 investors · min. $1,000,000 · role: Executive Officer (Managing member of the Beach Point Advisors LLC) EDGAR ↗
  • Mar 30, 2010 · D/A · $295,547,978 sold of Indefinite · 105 investors · min. $1,000,000 · role: Executive Officer (Managing member of the Beach Point Advisors LLC) EDGAR ↗
  • Feb 23, 2010 · D · $295,547,978 sold of Indefinite · 105 investors · min. $1,000,000 · role: Executive Officer (Managing member of the Beach Point Advisors LLC) EDGAR ↗

Raised $350.9M from 143 investors as of the latest filing. Scott is listed as executive officer on 20 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Loan Fund LP

Santa Monica, CA · Feb 23, 2010 → Feb 18, 2026 · 18 filings
  • Feb 18, 2026 · D/A · $458,406,083 sold of Indefinite · 68 investors · min. $3,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 18, 2025 · D/A · $385,906,083 sold of Indefinite · 66 investors · min. $3,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 29, 2024 · D/A · $384,906,083 sold of Indefinite · 66 investors · min. $3,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 21, 2023 · D/A · $381,406,083 sold of Indefinite · 64 investors · min. $3,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 23, 2022 · D/A · $381,406,083 sold of Indefinite · 64 investors · min. $3,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Mar 25, 2021 · D/A · $369,806,083 sold of Indefinite · 63 investors · min. $3,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Oct 19, 2020 · D/A · $366,741,083 sold of Indefinite · 63 investors · min. $3,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 13, 2019 · D/A · $361,081,083 sold of Indefinite · 62 investors · min. $3,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 14, 2018 · D/A · $361,081,083 sold of Indefinite · 62 investors · min. $3,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Feb 14, 2017 · D/A · $342,331,083 sold of Indefinite · 59 investors · min. $3,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗
  • Mar 29, 2016 · D/A · $259,613,394 sold of Indefinite · 52 investors · min. $3,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 17, 2015 · D/A · $236,613,394 sold of Indefinite · 46 investors · min. $3,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 26, 2014 · D/A · $148,195,810 sold of Indefinite · 39 investors · min. $3,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 27, 2013 · D/A · $109,745,810 sold of Indefinite · 32 investors · min. $3,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 27, 2012 · D/A · $102,345,810 sold of Indefinite · 29 investors · min. $3,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 30, 2011 · D/A · $100,330,364 sold of Indefinite · 28 investors · min. $3,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 30, 2010 · D/A · $100,205,364 sold of Indefinite · 27 investors · min. $3,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Feb 23, 2010 · D · $100,205,364 sold of Indefinite · 27 investors · min. $3,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗

Raised $458.4M from 68 investors as of the latest filing. Scott is listed as executive officer on 18 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

BPC Private Senior Loan Fund LP

Santa Monica, CA · Nov 26, 2025
  • Nov 26, 2025 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized Signatory of the Managing Member of the Sole Member of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BH
Pooled Investment Fund · group: Beach Point

BP Holdings Mendocino LLC

Santa Monica, CA · Aug 4, 2025
  • Aug 4, 2025 · D · $81,579,947 sold of $81,579,947 · 16 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $81.6M from 16 investors (100% of the $81.6M target) as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BK
Pooled Investment Fund · group: Beach Point

BP KBOV Holdings II LLC

Santa Monica, CA · Jul 7, 2025
  • Jul 7, 2025 · D · $240,765,866 sold of $240,765,866 · 10 investors · min. No minimum reported · role: Executive Officer (MANAGING MEMBER OF THE ULTIMATE PARENT OF BPC AS LLC) EDGAR ↗

Raised $240.8M from 10 investors (100% of the $240.8M target) as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BK
Pooled Investment Fund · group: Beach Point

BP KBIV KY Holdings LLC

Santa Monica, CA · Oct 13, 2022 → Jun 17, 2025 · 2 filings
  • Jun 17, 2025 · D · $27,329,200 sold of $27,329,200 · 12 investors · min. No minimum reported · role: Executive Officer (Managing Member of the ultimate parent of BPC AS Cayman LLC) EDGAR ↗
  • Oct 13, 2022 · D · $0 sold of $150,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the ultimate parent of BPC AS Cayman LLC) EDGAR ↗

Raised $27.3M from 12 investors (100% of the $27.3M target) as of the latest filing. Scott is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BK
Pooled Investment Fund · group: Beach Point

BP KBOV Holdings LLC

Santa Monica, CA · May 6, 2022 → Jun 17, 2025 · 2 filings
  • Jun 17, 2025 · D · $80,297,533 sold of $80,297,533 · 10 investors · min. No minimum reported · role: Executive Officer (Managing Member of the ultimate parent of BPC AS LLC) EDGAR ↗
  • May 6, 2022 · D · $0 sold of $250,000,000 · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of the ultimate parent of BPC AS LLC) EDGAR ↗

Raised $80.3M from 10 investors (100% of the $80.3M target) as of the latest filing. Scott is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BO
Pooled Investment Fund · group: Beach Point

BPC OPPORTUNITIES OFFSHORE FUND V LP

Santa Monica, CA · Jan 19, 2023 → Jan 3, 2025 · 3 filings
  • Jan 3, 2025 · D/A · $500,105,000 sold of $1,000,000,000 · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jan 10, 2024 · D/A · $457,230,000 sold of $1,000,000,000 · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jan 19, 2023 · D · $0 sold of $1,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $500.1M from 1 investor (50% of the $1B target) as of the latest filing. Scott is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BO
Pooled Investment Fund · group: Beach Point

BPC OPPORTUNITIES OFFSHORE FEEDER FUND V LLC

Santa Monica, CA · Jan 19, 2023 → Jan 3, 2025 · 3 filings
  • Jan 3, 2025 · D/A · $500,105,000 sold of $1,000,000,000 · 12 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jan 10, 2024 · D/A · $457,230,000 sold of $1,000,000,000 · 5 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jan 19, 2023 · D · $0 sold of $1,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $500.1M from 12 investors (50% of the $1B target) as of the latest filing. Scott is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BO
Pooled Investment Fund · group: Beach Point

BPC OPPORTUNITIES FUND V LP

Santa Monica, CA · Jan 19, 2023 → Jan 3, 2025 · 3 filings
  • Jan 3, 2025 · D/A · $500,105,000 sold of $1,000,000,000 · 71 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jan 10, 2024 · D/A · $457,230,000 sold of $1,000,000,000 · 56 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Jan 19, 2023 · D · $0 sold of $1,000,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $500.1M from 71 investors (50% of the $1B target) as of the latest filing. Scott is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BR
REITS and Finance · group: Beach Point

BPC RT LLC

Santa Monica, CA · Dec 20, 2024
  • Dec 20, 2024 · D · $125,000 sold of $125,000 · 125 investors · min. $1,000 · role: Executive Officer (authorized signatory of Beach Point Capital Management LP) EDGAR ↗

Raised $125K from 125 investors (100% of the $125K target) as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point SCF TPSF LP

Santa Monica, CA · Jun 14, 2024
  • Jun 14, 2024 · D · $0 sold of Indefinite · 0 investors · min. $1,000,000 · role: Executive Officer (Authorized signatory of the Managing Member of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BR
Pooled Investment Fund · group: Beach Point

BPC REAL ESTATE DEBT FUND LP

Santa Monica, CA · May 31, 2023 → May 30, 2024 · 3 filings
  • May 30, 2024 · D/A · $200,400,000 sold of $500,000,000 · 3 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Mar 1, 2024 · D/A · $61,600,000 sold of $500,000,000 · 1 investors · min. $5,000,000 · role: Executive Officer EDGAR ↗
  • May 31, 2023 · D · $0 sold of $500,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $200.4M from 3 investors (40% of the $500M target) as of the latest filing. Scott is listed as executive officer on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BH
Pooled Investment Fund · group: Beach Point

BP HOLDINGS ZETA LP

Santa Monica, CA · Nov 28, 2023
  • Nov 28, 2023 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BO
Pooled Investment Fund · group: Beach Point

BPC OPPORTUNITIES FUND IV LP

Santa Monica, CA · Apr 8, 2020 → Apr 12, 2021 · 2 filings
  • Apr 12, 2021 · D/A · $560,519,500 sold of $750,000,000 · 78 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 8, 2020 · D · $0 sold of $750,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $560.5M from 78 investors (75% of the $750M target) as of the latest filing. Scott is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BO
Pooled Investment Fund · group: Beach Point

BPC OPPORTUNITIES OFFSHORE FUND IV LP

Santa Monica, CA · Apr 8, 2020 → Apr 9, 2021 · 2 filings
  • Apr 9, 2021 · D/A · $560,519,500 sold of $750,000,000 · 1 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 8, 2020 · D · $0 sold of $750,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $560.5M from 1 investor (75% of the $750M target) as of the latest filing. Scott is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BO
Pooled Investment Fund · group: Beach Point

BPC OPPORTUNITIES OFFSHORE FEEDER FUND IV LLC

Santa Monica, CA · Apr 8, 2020 → Apr 9, 2021 · 2 filings
  • Apr 9, 2021 · D/A · $560,519,500 sold of $750,000,000 · 9 investors · min. No minimum reported · role: Executive Officer EDGAR ↗
  • Apr 8, 2020 · D · $0 sold of $750,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

Raised $560.5M from 9 investors (75% of the $750M target) as of the latest filing. Scott is listed as executive officer on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BT
Pooled Investment Fund · group: Beach Point

BPC TACTICAL FUND LP

Santa Monica, CA · Jun 13, 2019
  • Jun 13, 2019 · D · $0 sold of $250,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point IPA-DI LP

Santa Monica, CA · Jul 3, 2018
  • Jul 3, 2018 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized signatory of the managing member of the general partner.) EDGAR ↗

No sales reported yet as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Global Fund LP

Santa Monica, CA · Aug 8, 2014 → Feb 14, 2018 · 5 filings
  • Feb 14, 2018 · D/A · $136,750,000 sold of Indefinite · 5 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Feb 14, 2017 · D/A · $136,750,000 sold of Indefinite · 5 investors · min. $5,000,000 · role: Executive Officer (Authorized signatory of the managing member of the general partner) EDGAR ↗
  • Mar 29, 2016 · D/A · $136,750,000 sold of Indefinite · 5 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 17, 2015 · D · $126,750,000 sold of Indefinite · 5 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Aug 8, 2014 · D · $50,000 sold of Indefinite · 1 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗

Raised $136.8M from 5 investors as of the latest filing. Scott is listed as executive officer on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point SCF XI LP

Santa Monica, CA · Dec 29, 2017
  • Dec 29, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized signatory of the managing member of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point TX SCF LP

Santa Monica, CA · Jul 12, 2017
  • Jul 12, 2017 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Authorized signatory of the managing member of the General Partner) EDGAR ↗

No sales reported yet as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BO
Pooled Investment Fund · group: Beach Point

BPC OPPORTUNITIES OFFSHORE FUND III LP

Santa Monica, CA · Feb 2, 2017
  • Feb 2, 2017 · D · $0 sold of $600,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BO
Pooled Investment Fund · group: Beach Point

BPC OPPORTUNITIES OFFSHORE FEEDER FUND III LP

Santa Monica, CA · Feb 2, 2017
  • Feb 2, 2017 · D · $0 sold of $600,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BO
Pooled Investment Fund · group: Beach Point

BPC OPPORTUNITIES FUND III LP

Santa Monica, CA · Nov 30, 2016
  • Nov 30, 2016 · D · $0 sold of $600,000,000 · 0 investors · min. No minimum reported · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point SCF X LP

Santa Monica, CA · Jun 27, 2016
  • Jun 27, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing Member of Beach Point Advisors LLC) EDGAR ↗

No sales reported yet as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point SCF 0166 LP

Santa Monica, CA · Jan 14, 2016
  • Jan 14, 2016 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗

No sales reported yet as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point SCF VI LP

Santa Monica, CA · Apr 30, 2015
  • Apr 30, 2015 · D · $0 sold of Indefinite · 0 investors · min. No minimum reported · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗

No sales reported yet as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Multi-Asset Credit Fund Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Mar 5, 2014 → Mar 17, 2015 · 2 filings
  • Mar 17, 2015 · D/A · $358,740,049 sold of Indefinite · 2 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 5, 2014 · D · $71,459,005 sold of Indefinite · 1 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $1.26B from 2 investors as of the latest filing. Scott is listed as director on 2 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BO
Pooled Investment Fund · group: Beach Point

BPC Opportunities Fund II LP

Santa Monica, CA · May 15, 2014
  • May 15, 2014 · D · $248,550,000 sold of $500,000,000 · 23 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗

Raised $248.6M from 23 investors (50% of the $500M target) as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BO
Pooled Investment Fund · group: Beach Point

BPC Opportunities Offshore Fund II, L.P.

Santa Monica, CA · May 15, 2014
  • May 15, 2014 · D · $94,000,000 sold of $500,000,000 · 4 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $94M from 4 investors (19% of the $500M target) as of the latest filing. Scott is listed as director.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Dynamic Income Offshore Fund Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Jan 3, 2013 → Mar 26, 2014 · 3 filings
  • Mar 26, 2014 · D/A · $52,400,000 sold of Indefinite · 10 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 28, 2013 · D/A · $21,450,000 sold of Indefinite · 9 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jan 3, 2013 · D · $20,450,000 sold of Indefinite · 5 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $985.1M from 46 investors as of the latest filing. Scott is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Select Offshore Fund Ltd.

Santa Monica, CA · Jan 3, 2013 → Mar 26, 2014 · 3 filings
  • Mar 26, 2014 · D/A · $10,300,000 sold of Indefinite · 3 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 28, 2013 · D/A · $5,000,000 sold of Indefinite · 1 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Jan 3, 2013 · D · $5,000,000 sold of Indefinite · 1 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $16.9M from 5 investors as of the latest filing. Scott is listed as director on 3 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Total Return Offshore Fund II Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Feb 23, 2010 → Mar 26, 2014 · 6 filings
  • Mar 26, 2014 · D/A · $1,421,105,455 sold of Indefinite · 110 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 28, 2013 · D/A · $1,203,116,455 sold of Indefinite · 99 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 27, 2012 · D/A · $1,007,808,455 sold of Indefinite · 86 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 30, 2011 · D/A · $958,795,455 sold of Indefinite · 77 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 24, 2010 · D/A · $880,116,455 sold of Indefinite · 70 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Feb 23, 2010 · D/A · $789,177,395 sold of Indefinite · 67 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $1.78B from 156 investors as of the latest filing. Scott is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Total Return Offshore Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Feb 23, 2010 → Mar 26, 2014 · 7 filings
  • Mar 26, 2014 · D/A · $884,590,035 sold of Indefinite · 57 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 28, 2013 · D/A · $882,475,035 sold of Indefinite · 54 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 27, 2012 · D/A · $862,562,316 sold of Indefinite · 53 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 30, 2011 · D/A · $856,112,316 sold of Indefinite · 53 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 24, 2010 · D/A · $716,301,507 sold of Indefinite · 48 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Nov 24, 2010 · D/A · $716,301,507 sold of Indefinite · 48 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Feb 23, 2010 · D · $332,228,074 sold of Indefinite · 45 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $1.03B from 59 investors as of the latest filing. Scott is listed as director on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Strategic Offshore Fund Ltd.

George Town, Grand Cayman, Cayman Islands (as filed: E9) · Feb 23, 2010 → Mar 26, 2014 · 7 filings
  • Mar 26, 2014 · D/A · $547,847,058 sold of Indefinite · 135 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 28, 2013 · D/A · $546,947,058 sold of Indefinite · 135 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 27, 2012 · D/A · $545,878,115 sold of Indefinite · 133 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Mar 30, 2011 · D/A · $543,319,469 sold of Indefinite · 132 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Nov 24, 2010 · D/A · $540,119,469 sold of Indefinite · 130 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Nov 24, 2010 · D/A · $540,119,469 sold of Indefinite · 130 investors · min. $1,000,000 · role: Director EDGAR ↗
  • Feb 23, 2010 · D · $521,895,205 sold of Indefinite · 121 investors · min. $1,000,000 · role: Director EDGAR ↗

Raised $575.2M from 151 investors as of the latest filing. Scott is listed as director on 7 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Loan Fund (Cayman) Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Feb 23, 2010 → Mar 26, 2014 · 5 filings
  • Mar 26, 2014 · D/A · $720,975,578 sold of Indefinite · 30 investors · min. $3,000,000 · role: Director EDGAR ↗
  • Mar 27, 2013 · D/A · $616,654,612 sold of Indefinite · 19 investors · min. $3,000,000 · role: Director EDGAR ↗
  • Mar 27, 2012 · D/A · $253,799,822 sold of Indefinite · 12 investors · min. $3,000,000 · role: Director EDGAR ↗
  • Mar 30, 2011 · D/A · $193,099,822 sold of Indefinite · 11 investors · min. $3,000,000 · role: Director EDGAR ↗
  • Feb 23, 2010 · D · $193,099,822 sold of Indefinite · 11 investors · min. $3,000,000 · role: Director EDGAR ↗

Raised $1.31B from 61 investors as of the latest filing. Scott is listed as director on 5 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

BP
Pooled Investment Fund

Beach Point Distressed Offshore Fund Ltd.

Grand Cayman, Cayman Islands (as filed: E9) · Apr 16, 2009 → Mar 26, 2014 · 6 filings
  • Mar 26, 2014 · D/A · $78,849,874 sold of Indefinite · 30 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 27, 2013 · D/A · $78,453,447 sold of Indefinite · 30 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 27, 2012 · D/A · $78,453,447 sold of Indefinite · 30 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 30, 2011 · D/A · $42,454,168 sold of Indefinite · 26 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Mar 30, 2010 · D/A · $41,454,168 sold of Indefinite · 25 investors · min. $5,000,000 · role: Director EDGAR ↗
  • Apr 16, 2009 · D · $35,953,631 sold of Indefinite · 21 investors · min. $5,000,000 · role: Director EDGAR ↗

Raised $78.8M from 30 investors as of the latest filing. Scott is listed as director on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

BP
Pooled Investment Fund · group: Beach Point

Beach Point Distressed Fund LP

Santa Monica, CA · Apr 16, 2009 → Mar 26, 2014 · 6 filings
  • Mar 26, 2014 · D/A · $122,196,801 sold of Indefinite · 126 investors · min. $5,000,000 · role: Executive Officer (Managing Member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 27, 2013 · D/A · $112,789,391 sold of Indefinite · 120 investors · min. $5,000,000 · role: Executive Officer (Managing Member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 27, 2012 · D/A · $111,139,391 sold of Indefinite · 117 investors · min. $5,000,000 · role: Executive Officer (Managing Member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 30, 2011 · D/A · $107,182,506 sold of Indefinite · 113 investors · min. $5,000,000 · role: Executive Officer (Managing Member of Beach Point Advisors LLC) EDGAR ↗
  • Mar 30, 2010 · D/A · $103,332,506 sold of Indefinite · 110 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗
  • Apr 16, 2009 · D · $101,956,281 sold of Indefinite · 102 investors · min. $5,000,000 · role: Executive Officer (Managing Member of the General Partner) EDGAR ↗

Raised $122.2M from 126 investors as of the latest filing. Scott is listed as executive officer on 6 filings for this deal.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

PC
Pooled Investment Fund · group: Beach Point

Pacific Coast Investment Fund LLC

Santa Monica, CA · Mar 6, 2014
  • Mar 6, 2014 · D · $100,000,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer (Managing Member of Beach Point Advisors LLC) EDGAR ↗

Raised $100M from 1 investor as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

BP
Pooled Investment Fund · group: Beach Point

Beach Point SCF IV LLC

Santa Monica, CA · Aug 13, 2013
  • Aug 13, 2013 · D · $0 sold of Indefinite · 0 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗

No sales reported yet as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

BP
Pooled Investment Fund · group: Beach Point

Beach Point SCF Loan LP

Santa Monica, CA · May 9, 2013
  • May 9, 2013 · D · $424,234,793 sold of Indefinite · 3 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗

Raised $424.2M from 3 investors as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

BP
Pooled Investment Fund · group: Beach Point

Beach Point SCF Multi-Port LP

Santa Monica, CA · May 9, 2013
  • May 9, 2013 · D · $496,090,595 sold of Indefinite · 3 investors · min. $5,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗

Raised $496.1M from 3 investors as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

BP
Investing · group: Beach Point

Beach Point SCF I LP

Santa Monica, CA · Mar 14, 2011
  • Mar 14, 2011 · D · $614,634,409 sold of Indefinite · 1 investors · min. $100,000,000 · role: Executive Officer (Managing member of Beach Point Advisors LLC) EDGAR ↗

Raised $614.6M from 1 investor as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

BO
Pooled Investment Fund

BPC Opportunities Fund LP

Los Angeles, CA · Jan 13, 2010
  • Jan 13, 2010 · D · $250,000,000 sold of Indefinite · 1 investors · min. $10,000,000 · role: Executive Officer (Managing Member of Beach Point Advisors LLC, sole member of BPC Opportunities Management LLC, General Partner of BPC Opportunities Fund GP LP, the Fund's General Partner) EDGAR ↗

Raised $250M from 1 investor as of the latest filing. Scott is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer.

Other pages with the same name (1)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • Scott Klein — IL, 1 issuer, Apr 18, 2016 → Apr 18, 2016 · no shared issuer

People around Scott 19

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

BP
Management entity

Beach Point Advisors LLC

Executive Officer · 203 shared filings (37 issuers)

Beach Point Advisors LLC is on 37 issuers in total — a repeat sponsor. Their page lists every one.

BO
Management entity

BPC OPPORTUNITIES FUND V GP LP

Executive Officer · 9 shared filings (3 issuers)

Listed on the same filings as Scott M. Klein. Their page shows their other deals.

BO
Management entity

BPC OPPORTUNITIES FUND V UGP LLC

Executive Officer · 9 shared filings (3 issuers)

Listed on the same filings as Scott M. Klein. Their page shows their other deals.

BO
Management entity

BPC OPPORTUNITIES FUND IV UGP LLC

Executive Officer · 6 shared filings (3 issuers)

Listed on the same filings as Scott M. Klein. Their page shows their other deals.

BO
Management entity

BPC OPPORTUNITIES FUND IV GP LP

Executive Officer · 6 shared filings (3 issuers)

Listed on the same filings as Scott M. Klein. Their page shows their other deals.

BA
Management entity

BPC AS LLC

Executive Officer, Promoter · 4 shared filings (3 issuers) · also on 1 other issuer

Listed on the same filings as Scott M. Klein. Their page shows their other deals.

BR
Management entity

BPC REAL ESTATE DEBT FUND GP LP

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Scott M. Klein. Their page shows their other deals.

BR
Management entity

BPC REAL ESTATE DEBT FUND UGP LLC

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Scott M. Klein. Their page shows their other deals.

BT
Management entity

BPC TACTICAL FUND II UGP LLC

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Scott M. Klein. Their page shows their other deals.

BT
Management entity

BPC TACTICAL FUND II GP LP

Executive Officer · 3 shared filings (1 issuer)

Listed on the same filings as Scott M. Klein. Their page shows their other deals.

BA
Management entity

BPC AS Cayman LLC

Executive Officer · 2 shared filings (1 issuer)

Listed on the same filings as Scott M. Klein. Their page shows their other deals.

BP
Management entity

Beach Point Capital Management, LP

Executive Officer · 1 shared filing (1 issuer) · also on 1 other issuer

Listed on the same filings as Scott M. Klein. Their page shows their other deals.

BT
Management entity

BPC TACTICAL FUND UGP LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Scott M. Klein. Their page shows their other deals.

BT
Management entity

BPC TACTICAL FUND GP LP

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Scott M. Klein. Their page shows their other deals.

BR
Management entity

BPC RT Manager LLC

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Scott M. Klein. Their page shows their other deals.

CG
No photo found yet (own website and image search run after this page is viewed)
Person

Carl H. Goldsmith

Executive Officer, Director · 275 shared filings (63 issuers)

Carl H. Goldsmith is on 63 issuers in total — a repeat sponsor. Their page lists every one.

The team behind the deals

BP
Sponsor group

Beach Point

55 issuers · 236 filings · $12.37B reported sold · 2009–2026

One team, 55 deal companies. Scott M. Klein is listed on 54 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Scott M. Klein.

BP
Sponsor group

Beach Point

18 issuers · 154 filings · $8.84B reported sold · 2010–2026

One team, 18 deal companies. Scott M. Klein is listed on 7 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Scott M. Klein.

Same business address

51 other issuers file from the same address (first 50 shown)

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

A person is never an adviser firm. 1 of the 63 issuers this person is listed on matches a Form ADV adviser (searched 24,962 advisers as of Oct 2, 2026): BPC RT LLC.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Scott M. Klein by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 63 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Scott M. Klein is listed on: none on file. No website or social profile named in Beach Point Total Return Offshore Fund II Ltd.'s SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #40,349 of 374,652 in line (1,174 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (George Town, Grand Cayman, E9). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

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