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 a credit- and alternatives-focused manager that advises institutional clients through pooled vehicles and managed accounts. The firm centers its activity on credit strategies and securitized assets while also sponsoring and managing private equity vehicles. Its client work is primarily institutional, with fee arrangements that combine asset-based charges and performance-linked compensation. Stone Point Credit Adviser LLC identifies as an active ESG investor and operates as both adviser and sponsor/manager of pooled investment vehicles, which signals hands-on portfolio construction and governance across its funds. Investment preferences skew toward private and securitized credit, with capacity to pair those core credit strategies with private equity and commodity exposure. The firm’s advisory set-up explicitly covers portfolio management for investment companies, pooled vehicles and institutional balance sheets, indicating a mandate to run bespoke and commingled strategies at scale.
Assets & Accounts
Investments & Alternatives
Location & Offices
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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