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 that provides institutional-focused portfolio management for registered investment companies and pooled investment vehicles. The firm is SEC-registered as of 2024 and classifies itself as operating within the private equity fund space. Its reported client base is institutional, and its fee arrangements include percentage-of-AUM fees, performance-based fees, and other fee components. Stone Point Credit Income Adviser LLC identifies as an active ESG investor and lists advisory responsibilities for both investment companies and pooled vehicles. The firm reports affiliations that include broker-dealer activity, other investment-adviser relationships, and sponsor/manager roles for limited partnerships and pooled investment vehicles. Ownership is described as a mix of a domestic entity and individuals.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Nicolas Zerbib

    Nicolas Zerbib

    Co-President & Chief Investment OfficerCRD 5473031

  • James Carey

    James Carey

    Partner, Co-Chief Executive OfficerCRD 2656436

  • Michael Rettagliatta

    Michael Rettagliatta

    Managing Director, Chief Financial OfficerCRD 4791674

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Contacts

3 of 3
  • David Wermuth

    David Wermuth

    Co-PresidentCRD 5473034

  • Scott Bronner

    Scott Bronner

    Board MemberCRD 4973908

  • Eric Rosenzweig

    PrincipalCRD 4827130

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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