STONE POINT CREDIT ADVISER LLC

RIASEC RegisteredEst. 2020
Total AUM
$11.1B
Discretionary
$11B
99% of AUM
Avg account
$359M
Accounts
31
Employees
80
Advisory reps
7

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

FINTRX

Overview

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

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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

Asset composition

Asset composition: Other 89%, Cash & Cash Equivalents 8%, Non-Investment Grade Corp Bonds 2%, Investment Grade Corp Bonds 1%89%
  • Other89%
  • Cash & Cash Equivalents8%
  • Non-Investment Grade Corp Bonds2%
  • Investment Grade Corp Bonds1%

Owners & executives

3 of 4
  • BRIAN ROODER

    Chief Compliance Officer & CounselCRD 6807096

  • MICHAEL RETTAGLIATTA

    Managing Director, Chief Financial OfficerCRD 4791674

  • NICOLAS ZERBIB

    Co-President & Chief Investment OfficerCRD 5473031

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Contacts

3 of 3
  • ERIC ROSENZWEIG

    PrincipalCRD 4827130

  • SCOTT BRONNER

    Board MemberCRD 4973908

  • DAVID WERMUTH

    Co-PresidentCRD 5473034

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