STONE POINT CREDIT INCOME ADVISER LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$396M
Accounts
3
Employees
80
Advisory reps
7

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
332241
Registered since
August 14, 2024
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

FINTRX

Overview

Stone Point Credit Income Adviser LLC is a limited liability company registered with the SEC in 2024 and classified as a private equity fund adviser. It serves an institutional client base and provides portfolio management for investment companies and pooled investment vehicles. The firm’s compensation includes percentage-of-assets fees, performance-based fees, and other fee arrangements. The firm lists itself as an active ESG investor, which it factors into manager selection and oversight. Stone Point Credit Income Adviser LLC also holds industry roles beyond advising: it is affiliated with broker-dealer activity, operates as an investment adviser to other entities, and acts as a sponsor, general partner or managing member of pooled investment vehicles and limited partnerships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • JAMES CAREY

    Partner, Co-Chief Executive OfficerCRD 2656436

  • NICOLAS ZERBIB

    Co-President & Chief Investment OfficerCRD 5473031

  • BRIAN ROODER

    Chief Compliance Officer & CounselCRD 6807096

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Contacts

3 of 3
  • DAVID WERMUTH

    Co-PresidentCRD 5473034

  • ERIC ROSENZWEIG

    PrincipalCRD 4827130

  • SCOTT BRONNER

    Board MemberCRD 4973908

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth