Stone Point Credit Income Adviser LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 332241
- Registered since
- August 14, 2024
- Website
- www.stonepoint.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Business Development Companies100%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Stone Point Credit Income Adviser LLC is a limited liability company that provides institutional-focused portfolio management for registered investment companies and pooled investment vehicles. The firm is SEC-registered as of 2024 and classifies itself as operating within the private equity fund space. Its reported client base is institutional, and its fee arrangements include percentage-of-AUM fees, performance-based fees, and other fee components. Stone Point Credit Income Adviser LLC identifies as an active ESG investor and lists advisory responsibilities for both investment companies and pooled vehicles. The firm reports affiliations that include broker-dealer activity, other investment-adviser relationships, and sponsor/manager roles for limited partnerships and pooled investment vehicles. Ownership is described as a mix of a domestic entity 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
Owners & executives
3 of 4
Nicolas Zerbib
Co-President & Chief Investment OfficerCRD 5473031
James Carey
Partner, Co-Chief Executive OfficerCRD 2656436

Michael Rettagliatta
Managing Director, Chief Financial OfficerCRD 4791674
Contacts
3 of 3
David Wermuth
Co-PresidentCRD 5473034

Scott Bronner
Board MemberCRD 4973908
Eric Rosenzweig
PrincipalCRD 4827130
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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