Stone Point Credit Adviser LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 310377
- Registered since
- September 23, 2020
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles53.66%
- Business Development Companies28.89%
- Insurance Companies17.44%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Stone Point Credit Adviser LLC is an SEC-registered advisory firm organized as a limited liability company and registered in 2020. The firm serves primarily institutional clients and operates as a manager of private funds and securitized-asset strategies; its internal classification lists private equity funds, securitized asset funds, and a broader multi-strategy fund-management capability. Stone Point Credit Adviser provides portfolio management across investment companies, pooled investment vehicles and for institutional or business balance sheets. Its fee model includes asset-based fees, performance-linked compensation and other negotiated structures. The firm identifies as an active ESG investor and maintains a mix of organizational ownership types that includes domestic entities and individuals.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other89%
- Cash & Cash Equivalents8%
- Non-Investment Grade Corp Bonds2%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 4Brian Rooder
Chief Compliance Officer & CounselCRD 6807096

Michael Rettagliatta
Managing Director, Chief Financial OfficerCRD 4791674

Nicolas Zerbib
Co-President & Chief Investment OfficerCRD 5473031
Contacts
3 of 3Eric Rosenzweig
PrincipalCRD 4827130

Scott Bronner
Board MemberCRD 4973908

David Wermuth
Co-PresidentCRD 5473034
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 20 Horseneck Ln
- Time zone
- ET (UTC-5)
- Office locations
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