Clients
Stone Point Credit Adviser serves 31 clients, 23 of them pooled investment vehicles. The average client has about $359 million with the firm.
- Business development companies1 clients29%
- Pooled investment vehicles23 clients54%
- Insurance companies7 clients17%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Business development companies | 1 | $3,214,643,984 | 28.9% | $3.21B |
| Pooled investment vehicles | 23 | $5,970,465,505 | 53.7% | $259.6M |
| Insurance companies | 7 | $1,940,698,005 | 17.4% | $277.2M |
| Total | 31 | $11,125,807,494 | 100% | $358.9M |
- Clients
- 1
- Regulatory AUM
- $3,214,643,984
- Share
- 28.9%
- Avg. per client
- $3.21B
- Clients
- 23
- Regulatory AUM
- $5,970,465,505
- Share
- 53.7%
- Avg. per client
- $259.6M
- Clients
- 7
- Regulatory AUM
- $1,940,698,005
- Share
- 17.4%
- Avg. per client
- $277.2M
Total
- Clients
- 31
- Regulatory AUM
- $11,125,807,494
- Share
- 100%
- Avg. per client
- $358.9M
What it does
Stone Point Credit Adviser provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, performance-based fees and other arrangements.
Stone Point Credit Adviser advises 23 private funds.
98.9% of assets ($11.00B across 30 accounts) are managed with discretion; $126.7M across 1 account is not. 48% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Bonds3%
- High-yield corporate bonds2%
- Investment grade corporate bonds1%
- Cash8%
- Other89%
- Includes asset backed securities, bank debt, rated note and preferred equity89%
Custodians
Stone Point Credit Adviser’s client accounts are held mainly at Bank of Ny Mellon, with 17% of managed assets. Stone Point Credit Adviser has custody of $5.27B for 24 clients.
- Bank of Ny MellonBank of Ny Mellon · Houston, TX · $1.94B17%
- All other custodians$9.19B83%
Ownership and leadership
Stone Point Credit Management LLC owns 75% or more of Stone Point Credit Adviser.
- Owns 75% or more of Stone Point Credit Adviser LLC
Stone Point Credit Management LLC
Control person · since July 2020
- Owns 75% or more of Stone Point Credit Management LLC
Stone Point Credit LLC
Control person · since July 2020
- Owns 75% or more of Stone Point Credit LLC
Stone Point Credit Holdings LLC
Control person · since July 2020
- Owns 75% or more of Stone Point Credit Holdings LLC
SPC Field Credit Holdings LLC
Control person · since December 2020
- Owns 50% to 75% of SPC Field Credit Holdings LLC
SPC Field Partners LLC
Control person · since July 2020
- Owns 25% to 50% of SPC Field Partners LLC
Charles Davis
Control person · since December 2013
Leadership
- Michael RettagliataChief Financial Officer
- Brian RooderChief Compliance Officer and Counsel
- Scott BronnerHead of Credit and Managing Director
- James CareyManaging Director
- Eric RosenzweigManaging Director
- David WermuthGeneral Counsel and Managing Director
- Nicolas ZerbibManaging Director
Staff
- 80 employees
- 64 in advisory functions
- 11 broker-dealer reps
Fees
Stone Point Credit Adviser is paid through a percentage of assets under management, performance-based fees and other.
Stone Point Credit Adviser’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Stone Point Credit Adviser has 2 offices, with 3 listed addresses across 3 states.
Connecticut · 1 listed address
- 20 Horseneck Lane, GreenwichHQ
Florida · 1 listed address
- 205 Datura Street, West Palm Beach
New York · 1 listed address
- One Vanderbilt Avenue, New York
Registration details
- Legal name
- Stone Point Credit Adviser LLC
- Headquarters
- 20 Horseneck Lane, Greenwich, CT 06830-6327
- Phone
- 203-862-2900
- Website
- www.stonepoint.com
- SEC file
- 801-119517
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Stone Point Credit Adviser have?
Stone Point Credit Adviser has 31 clients and manages $11.1 billion for them, as of July 2026. They include 23 pooled investment vehicles, 7 insurance companies and 1 business development companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 July 2026
What services does Stone Point Credit Adviser offer?
Stone Point Credit Adviser provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Stone Point Credit Adviser use?
Stone Point Credit Adviser’s separately managed account assets are held at Bank of Ny Mellon (Houston, TX), with $1,940,698,005. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 July 2026
How many financial advisors does Stone Point Credit Adviser have?
Stone Point Credit Adviser has 0 investment adviser representatives registered with state securities authorities, out of 80 employees, and 64 perform investment advisory functions. 11 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stone Point Credit Adviser invest in?
At the end of its last fiscal year, Stone Point Credit Adviser’s separately managed accounts held 89% includes asset backed securities, bank debt, rated note and preferred equity, 8% cash and equivalents, 2% high-yield corporate bonds and 1% investment grade corporate bonds. It advises 23 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stone Point Credit Adviser?
Stone Point Credit Adviser is owned through a chain of holding companies by Charles Davis. Its direct owner is Stone Point Credit Management LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 July 2026
How does Stone Point Credit Adviser get paid?
Stone Point Credit Adviser is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file