STONE POINT CREDIT INCOME ADVISER LLC
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
FINTRXOverview
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
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 4JAMES CAREY
Partner, Co-Chief Executive OfficerCRD 2656436
NICOLAS ZERBIB
Co-President & Chief Investment OfficerCRD 5473031
BRIAN ROODER
Chief Compliance Officer & CounselCRD 6807096
Contacts
3 of 3DAVID WERMUTH
Co-PresidentCRD 5473034
ERIC ROSENZWEIG
PrincipalCRD 4827130
SCOTT BRONNER
Board MemberCRD 4973908
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
Similar firms
SUNRIVER MANAGEMENT LLC
RIAGREENWICH, CT
MOUNTAIN POINT CREDIT MANAGEMENT LLC
RIAGREENWICH, CT
ASTATINE INVESTMENT PARTNERS
RIAGREENWICH, CT
THEMES MANAGEMENT COMPANY LLC
RIAGREENWICH, CT
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC
RIAGREENWICH, CT
NIGHT OWL CAPITAL MANAGEMENT, LLC
RIAGREENWICH, CT