Beach Point reports 927,837 FOA shares (10.8%)

Beach Point Capital Management LP and Beach Point GP LLC filed an amended Schedule 13G/A reporting beneficial ownership of 927,837 shares of Finance of America Companies Inc. Class A Common Stock by each reporting person.

Accepted by SEC EDGAR 04/07/2026 - 04:05 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Beach Point Capital Management LP and Beach Point GP LLC filed an amended Schedule 13G/A reporting beneficial ownership of 927,837 shares of Finance of America Companies Inc. Class A Common Stock by each reporting person. The filing states this equals 10.8% of the class, based on 8,551,931 shares outstanding as of March 11, 2026. The shares are held by certain clients, including Beach Point Securitized Credit Fund LP; Beach Point disclaims beneficial ownership and says the Clients own the securities. The form is signed by David Rosenblum, General Counsel, dated April 7, 2026.

Insights

Institutional Ownership Analyst

Large passive stake reported: 10.8% of Class A disclosed by Beach Point entities.

Beach Point Capital and Beach Point GP report 927,837 shares each, representing 10.8% of the Class A outstanding as of March 11, 2026. The filing attributes ownership to client accounts rather than the adviser or GP.

The practical effect is disclosure of concentrated client positions; actual trading or intent is not stated. Subsequent filings would be required to show any change in position.

Securities Compliance Attorney

Disclosure clarifies advisory relationship and disclaimers of beneficial ownership.

The filing explains Beach Point Capital exercises voting and investment power on behalf of Clients under the Investment Advisers Act of 1940 and disclaims direct beneficial ownership, while Beach Point GP is sole general partner.

For compliance, the form documents the adviser/client structure and provides the required Schedule 13G/A signatures; no additional qualifiers or transaction intent are provided in the excerpt.

Key Figures

Shares reported beneficially owned: 927,837 shares Percent of class: 10.8% Shares outstanding used: 8,551,931 shares +1 more

4 metrics

Shares reported beneficially owned 927,837 shares held by Clients per Beach Point Schedule 13G/A

Percent of class 10.8% based on 8,551,931 shares outstanding as of March 11, 2026

Shares outstanding used 8,551,931 shares outstanding as of <date>March 11, 2026</date> per issuer 10-K

Signature date 04/07/2026 Schedule 13G/A signed by David Rosenblum, General Counsel

Key Terms

beneficially owned, shared dispositive power, Investment Advisers Act of 1940

3 terms

beneficially owned regulatory

"The Class A Common Stock reported as beneficially owned by Beach Point in this"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

shared dispositive power regulatory

"Shared Dispositive Power 927,837.00"

Investment Advisers Act of 1940 regulatory

"investment adviser registered under Section 203 of the Investment Advisers Act of 1940"

A U.S. federal law that sets rules for people and firms who give investment advice, requiring them to register with regulators, be honest about conflicts, keep records, and follow basic standards of care. It matters to investors because those rules act like licensing and consumer protections — similar to having safety standards for a mechanic — helping ensure advisers act in clients’ financial interests and reducing the risk of fraud or misuse of funds.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake did Beach Point report in FOA?

Beach Point reported ownership of 927,837 shares by each reporting entity, equaling 10.8% of the Class A shares. This percent is based on 8,551,931 shares outstanding as of March 11, 2026, per the filing.

Does Beach Point claim direct beneficial ownership of FOA shares?

No. The filing states the shares are owned by Beach Point's Clients and Beach Point disclaims beneficial ownership. It explains the adviser has voting and investment power over client holdings.

Which client vehicle is specifically named in the filing?

The filing names Beach Point Securitized Credit Fund LP as one Client holding Class A Common Stock reported in this schedule. The filing indicates other Clients also hold the reported shares.

How was the percent-of-class calculated in the FOA filing?

The 10.8% figure is calculated using 8,551,931 shares outstanding as of March 11, 2026, as reported in the issuer's Form 10-K filed March 13, 2026, per the filing text.

Who signed the Schedule 13G/A for Beach Point?

The Schedule 13G/A is signed by David Rosenblum, General Counsel, with signature dates shown as April 7, 2026, attesting to the filing information.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Finance of America Companies Inc.

(Name of Issuer)

Class A Common Stock, par value $0.0001 per share

(Title of Class of Securities)

31738L206

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 31738L206

1

Names of Reporting Persons

Beach Point Capital Management LP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 927,837.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 927,837.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

927,837.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

10.8 %

12

Type of Reporting Person (See Instructions)

IA

Comment for Type of Reporting Person: **see Note 1**

SCHEDULE 13G

CUSIP Number(s): 31738L206

1

Names of Reporting Persons

Beach Point GP LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 927,837.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 927,837.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

927,837.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

10.8 %

12

Type of Reporting Person (See Instructions)

HC

Comment for Type of Reporting Person: **see Note 1**

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Finance of America Companies Inc.
(b)	Address of issuer's principal executive offices: 5830 Granite Parkway, Suite 400, Plano, Texas, 75024
Item 2.
(a)	Name of person filing: Beach Point Capital Management LP ("Beach Point Capital") Beach Point GP LLC ("Beach Point GP")
(b)	Address or principal business office or, if none, residence: c/o Beach Point Capital Management LP, 1620 26th Street, Suite 6000n, Santa Monica, CA 90404
(c)	Citizenship: Beach Point Capital - Delaware Beach Point GP - Delaware
(d)	Title of class of securities: Class A Common Stock, par value $0.0001 per share
(e)	CUSIP No.:
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 927,837 by each of Beach Point Capital and Beach Point GP (collectively, "Beach Point"). **see Note 1** The Class A Common Stock reported as beneficially owned by Beach Point in this Schedule 13G includes 927,837 shares of Class A Common Stock held by certain clients of Beach Point (the "Clients").
(b)	Percent of class: 10.8% by each of Beach Point Capital and Beach Point GP. The percent of class is based on 8,551,931 shares of Class A Common Stock outstanding as of March 11, 2026, as reported in the Issuer's annual report on Form 10-K filed on March 13, 2026.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: Beach Point Capital - 0 Beach Point GP - 0
	(ii) Shared power to vote or to direct the vote: Beach Point Capital - 927,837 **see Note 1** Beach Point GP - 927,837 **see Note 1**
	(iii) Sole power to dispose or to direct the disposition of: Beach Point Capital - 0 Beach Point GP - 0
	(iv) Shared power to dispose or to direct the disposition of: Beach Point Capital - 927,837 **see Note 1** Beach Point GP - 927,837 **see Note 1**
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. While Beach Point Capital and Beach Point GP may each be deemed the beneficial owner of the shares of Class A Common Stock of the Issuer, each of the reporting persons is the beneficial owner of such stock on behalf of the Clients, including Beach Point Securitized Credit Fund LP, who have the right to receive and the power to direct the receipt of the dividends from, or the proceeds of the sale of, such Class A Common Stock.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. See Exhibit I
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Beach Point Capital Management LP

Signature:	/s/ David Rosenblum
Name/Title:	David Rosenblum, General Counsel
Date:	04/07/2026

Beach Point GP LLC

Signature:	/s/ David Rosenblum
Name/Title:	David Rosenblum, General Counsel
Date:	04/07/2026

Comments accompanying signature: ** Note 1 ** Beach Point Capital, an investment adviser registered under Section 203 of the Investment Advisers Act of 1940, furnishes investment advice to the Clients. In its role as investment adviser, Beach Point Capital possesses voting and investment power over the shares of Class A Common Stock of the Issuer described in this schedule that are owned by the Clients, and may be deemed to be the beneficial owner of the shares of Class A Common Stock of the Issuer held by the Clients. However, all securities reported in this schedule are owned by the Clients. Beach Point Capital disclaims beneficial ownership of such securities. Beach Point GP is the sole general partner of Beach Point Capital. As a result, Beach Point GP may be deemed to share beneficial ownership of the shares of Class A Common Stock of the Issuer held by the Clients. Beach Point GP disclaims beneficial ownership of such securities.

Exhibit Information

Exhibit I - Identification and Classification of the Subsidiary which Acquired the Security Being Reported on by the Parent Holding Company or Control Person Exhibit II - Joint Filing Agreement