DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

STONE POINT CREDIT ADVISER LLC

CRD 310377

GREENWICH, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e5801b0e-65fe-52bf-94ef-28f4633ca64e

Data as of Jul 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 42
Dated events: 14
On other graphs: 3
Observed: Aug 24, 2020 to Jul 20, 2026
19 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Stone Point Credit Adviser LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Stone Point Credit Adviser LLC

Capital provider to sponsors · shared crd

Private Creditidentity

STONE POINT CREDIT ADVISER LLC

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.83 institutional_share=0.17 related_bd=true related_bank=false bd_reps=11.0
Regulatory AUM: $11BItem 5.F on the latest filing (2026-07-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $11B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 80
Advisory employees: 64
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 31
Private funds: 23Schedule D 7.B(1)
Custody, client assets: $5.3B
SEC number: 801-119517
CIK: 1826530
CRD: 310377
Filings on the tape: 19
First filed: Aug 24, 2020
Latest filed: Jul 20, 2026
Organised: Limited Liability Company, DE
Website: stonepoint.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
SPC WILSON POINT, L.P.	Private Equity Fund	$670M	Jul 15, 2024	2	Mar 30, 2020	reported	n/a
SPC ALMOND POINT, L.P.	Private Equity Fund	$398M	Jul 15, 2024	2	Mar 31, 2023	reported	n/a
SPC OPPORTUNITIES FUND, L.P.	Private Equity Fund	$362M	Jul 15, 2024	8	Mar 29, 2019	reported	021-317083
OVERLAND POINT, L.P.	Private Equity Fund	$323M	Jul 15, 2024	2	Mar 30, 2020	reported	n/a
SPC PACIFIC POINT, L.P.	Private Equity Fund	$269M	Jul 15, 2024	3	Dec 26, 2020	reported	n/a
SPC LIQUID CREDIT FUND, L.P.	Private Equity Fund	$264M	Jul 15, 2024	12	Mar 29, 2024	reported	021-468469
SPC OPPORTUNITIES PARALLEL FUND II, L.P.	Private Equity Fund	$148M	Jul 15, 2024	6	Mar 29, 2024	reported	021-470484
SPC OPPORTUNITIES FEEDER FUND, L.P.	Private Equity Fund	$140M	Jul 15, 2024	154	Mar 29, 2019	reported	021-325085
SPC LIQUID CREDIT FEEDER FUND, L.P.	Private Equity Fund	$138M	Jul 15, 2024	4	Mar 29, 2024	reported	021-468475
SPC OPPORTUNITIES FUND II, L.P.	Private Equity Fund	$118M	Jul 15, 2024	12	Mar 29, 2024	reported	021-470477
SPC OYSTER POINT, L.P.	Private Equity Fund	$112M	Jul 15, 2024	2	Dec 26, 2020	reported	n/a
SPC OPPORTUNITIES PARALLEL FUND, L.P.	Private Equity Fund	$111M	Jul 15, 2024	6	Mar 29, 2019	reported	021-317086
SPC OPPS PROFESSIONALS FUND, L.P.	Private Equity Fund	$66.4M	Jul 15, 2024	50	Mar 29, 2019	reported	n/a
SPC OPPS OVERLAND POINT, L.P.	Private Equity Fund	$55.1M	Mar 31, 2021	2	Dec 26, 2020	dropped	n/a
SPC BROOK POINT, L.P.	Private Equity Fund	$54.8M	Jul 15, 2024	1	Mar 29, 2024	reported	n/a
SPC OPPORTUNITIES PARALLEL FEEDER FUND, L.P.	Private Equity Fund	$26.3M	Jul 15, 2024	58	Mar 29, 2019	reported	021-325086
SPC OPPS WILSON POINT, L.P.	Private Equity Fund	$23.2M	Mar 31, 2021	2	Dec 26, 2020	dropped	n/a
SPC PACIFIC POINT-A, L.P.	Private Equity Fund	$10.3M	Jan 20, 2022	2	Dec 26, 2020	dropped	n/a
SPC PACIFIC POINT II-A, L.P.	Private Equity Fund	$622,952	Jan 20, 2022	2	Dec 26, 2020	dropped	n/a
SPC PACIFIC POINT II, L.P.	Private Equity Fund	$113,029	May 5, 2023	2	Dec 26, 2020	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BASOV, GENE, NMN	CHIEF FINANCIAL OFFICER	Na	yes	07/2020	Aug 24, 2020	Jul 15, 2024
BRONNER, SCOTT, JONATHAN	HEAD OF CREDIT, AND MANAGING DIRECTOR	Na	yes	03/2022	Jul 15, 2024	Jul 15, 2024
CAREY, JAMES, DAWSON	MANAGING DIRECTOR	Na	yes	07/2020	Aug 24, 2020	Jul 15, 2024
DAVIS, CHARLES, ARTHUR	Member	C	yes	12/2013	Aug 24, 2020	Jul 15, 2024
ROODER, BRIAN, JAMES	CHIEF COMPLIANCE OFFICER	Na	yes	06/2024	Jul 15, 2024	Jul 15, 2024
ROSENZWEIG, ERIC, LOUIS	MANAGING DIRECTOR	Na	yes	03/2022	Jul 15, 2024	Jul 15, 2024
SPC FIELD CREDIT HOLDINGS LLC	Member	E	yes	12/2020	Mar 31, 2021	Jul 15, 2024
SPC FIELD PARTNERS LLC	Member	D	yes	07/2020	Aug 24, 2020	Jul 15, 2024
STONE POINT CREDIT HOLDINGS LLC	Member	E	yes	07/2020	Aug 24, 2020	Jul 15, 2024
STONE POINT CREDIT LLC	Member	E	yes	07/2020	Aug 24, 2020	Jul 15, 2024
STONE POINT CREDIT MANAGEMENT LLC	Member	E	yes	07/2020	Aug 24, 2020	Jul 15, 2024
WERMUTH, DAVID, JAY	MANAGING DIRECTOR AND GENERAL COUNSEL	Na	yes	07/2020	Aug 24, 2020	Jul 15, 2024
ZERBIB, NICOLAS, DAVID	MANAGING DIRECTOR	Na	yes	07/2020	Aug 24, 2020	Jul 15, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
STONE POINT CAPITAL LLC	n/a	Asset manager	$68B	N	yes	n/a
SOUND POINT CAPITAL MANAGEMENT, LP	n/a	Asset manager	$37B	N	yes	n/a
OVERLAND POINT GP, LLC	n/a	n/a	n/a	N	yes	n/a
SPC ALMOND POINT GP, LLC	n/a	n/a	n/a	N	yes	n/a
SPC CAPITAL MARKETS LLC	n/a	n/a	n/a	N	yes	n/a
SPC LIQUID CREDIT FUND GP, LLC	n/a	n/a	n/a	N	yes	n/a
SPC OPPS FUND GP, L.P.	n/a	n/a	n/a	N	yes	n/a
SPC OPPS FUND II GP, L.P.	n/a	n/a	n/a	N	yes	n/a
STONE POINT GP LTD.	n/a	n/a	n/a	N	yes	n/a
TRIDENT CAPITAL IV, L.P.	n/a	n/a	n/a	N	yes	n/a
TRIDENT CAPITAL IX, L.P.	n/a	n/a	n/a	N	yes	n/a
TRIDENT CAPITAL V-PF, L.P.	n/a	n/a	n/a	N	yes	n/a
TRIDENT CAPITAL V, L.P.	n/a	n/a	n/a	N	yes	n/a
TRIDENT CAPITAL VI, L.P.	n/a	n/a	n/a	N	yes	n/a
TRIDENT CAPITAL VII, L.P.	n/a	n/a	n/a	N	yes	n/a
TRIDENT CAPITAL VIII, L.P.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
WEST PALM BEACH	FL	United States	1	yes
NEW YORK	NY	United States	0	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$11B	$11B	80	64	2	23	n/a
2024	Mar 31, 2025	$8.1B	$7.9B	63	55	2	17	n/a
2023	Mar 29, 2024	$6.1B	$6.0B	44	37	2	15	$3.2B
2022	Mar 31, 2023	$4.3B	$4.2B	38	35	2	11	$2.2B
2021	Mar 31, 2022	$3.5B	$3.0B	26	23	0	10	$1.9B
2020	Mar 31, 2021	$2.4B	$1.9B	25	25	1	14	$1.8B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$11B	$8.1B	37.9%	$4.3B	37.3%	80	63	2	2

Relationships

Affiliated with (9)

← MOUNTAIN POINT CREDIT MANAGEMENT LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ STONE POINT CAPITAL LLCRegistered adviserother investment adviser, common control
factForm ADV
→ SOUND POINT CAPITAL MANAGEMENT, LPRegistered adviserother investment adviser, common control
factForm ADV
← EAGLE POINT CREDIT MANAGEMENT LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← EAGLE POINT INCOME MANAGEMENT LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← EAGLE POINT ENHANCED INCOME MANAGEMENT LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← EAGLE POINT DEFENSIVE INCOME MANAGEMENT LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← STONE POINT CAPITAL LLCRegistered adviserother investment adviser, common control
factForm ADV
← STONE POINT CREDIT INCOME ADVISER LLCRegistered adviserother investment adviser, common control
factForm ADV

Advises (20)

→ SPC OYSTER POINT, L.P.Private fundPrivate Equity Fund, IA
Dec 26, 2020 to presentfactForm ADV
→ SPC PACIFIC POINT, L.P.Private fundPrivate Equity Fund, IA
Dec 26, 2020 to presentfactForm ADV
→ SPC LIQUID CREDIT FEEDER FUND, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ SPC OPPORTUNITIES PARALLEL FUND II, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ SPC OPPORTUNITIES FUND II, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ SPC LIQUID CREDIT FUND, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ OVERLAND POINT, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ SPC OPPORTUNITIES PARALLEL FUND, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ SPC OPPORTUNITIES FUND, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ SPC ALMOND POINT, L.P.Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ SPC BROOK POINT, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ SPC WILSON POINT, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ SPC OPPORTUNITIES PARALLEL FEEDER FUND, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ SPC OPPORTUNITIES FEEDER FUND, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ SPC OPPS PROFESSIONALS FUND, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ SPC PACIFIC POINT II, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Dec 26, 2020 to May 5, 2023factForm ADV
→ SPC PACIFIC POINT II-A, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Dec 26, 2020 to Jan 20, 2022factForm ADV
→ SPC PACIFIC POINT-A, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Dec 26, 2020 to Jan 20, 2022factForm ADV
→ SPC OPPS WILSON POINT, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Dec 26, 2020 to Mar 31, 2021factForm ADV
→ SPC OPPS OVERLAND POINT, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Dec 26, 2020 to Mar 31, 2021factForm ADV

Controls (12)

← CAREY, JAMES, DAWSONOwnerMANAGING DIRECTOR, ownership code NA, individual
Aug 24, 2020 to Jul 15, 2024factForm ADV
← ROSENZWEIG, ERIC, LOUISOwnerMANAGING DIRECTOR, ownership code NA, individual
Jul 15, 2024 to Jul 15, 2024factForm ADV
← BRONNER, SCOTT, JONATHANOwnerHEAD OF CREDIT, AND MANAGING DIRECTOR, ownership code NA, individual
Jul 15, 2024 to Jul 15, 2024factForm ADV
← ZERBIB, NICOLAS, DAVIDOwnerMANAGING DIRECTOR, ownership code NA, individual
Aug 24, 2020 to Jul 15, 2024factForm ADV
← WERMUTH, DAVID, JAYOwnerMANAGING DIRECTOR AND GENERAL COUNSEL, ownership code NA, individual
Aug 24, 2020 to Jul 15, 2024factForm ADV
← BASOV, GENE, NMNOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Aug 24, 2020 to Jul 15, 2024factForm ADV
← ROODER, BRIAN, JAMESOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 15, 2024 to Jul 15, 2024factForm ADV
← DAVIS, CHARLES, ARTHUROwnerMEMBER, ownership code C, individual
Aug 24, 2020 to Jul 15, 2024factForm ADV
← SPC FIELD CREDIT HOLDINGS LLCOwnerMEMBER, ownership code E, domestic entity
Mar 31, 2021 to Jul 15, 2024factForm ADV
← SPC FIELD PARTNERS LLCOwnerMEMBER, ownership code D, domestic entity
Aug 24, 2020 to Jul 15, 2024factForm ADV
← STONE POINT CREDIT HOLDINGS LLCOwnerMEMBER, ownership code E, domestic entity
Aug 24, 2020 to Jul 15, 2024factForm ADV
← STONE POINT CREDIT MANAGEMENT LLCOwnerMEMBER, ownership code E, domestic entity
Aug 24, 2020 to Jul 15, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Stone Point Credit Adviser Llc reported RAUM $11.1B, up 38% from $8.1B (2025-05-13 to 2026-03-31)
Form ADVobserved 3 days ago
$3.1B
Occurred
Mar 31, 2025
Regulatory AUM changed
Stone Point Credit Adviser Llc reported RAUM $8.1B, up 31% from $6.1B (2024-07-15 to 2025-03-31)
Form ADVobserved 3 days ago
$1.9B
Occurred
Jul 15, 2024
Control person joined
James Brian Rooder (Chief Compliance Officer) appeared on Schedule A of Stone Point Credit Adviser Llc
Form ADVobserved 3 days ago
Occurred
Jul 15, 2024
Control person joined
Jonathan Scott Bronner (Head Of Credit, And Managing Director) appeared on Schedule A of Stone Point Credit Adviser Llc
Form ADVobserved 3 days ago
Occurred
Jul 15, 2024
Control person joined
Louis Eric Rosenzweig (Managing Director) appeared on Schedule A of Stone Point Credit Adviser Llc
Form ADVobserved 3 days ago
Occurred
Jul 15, 2024
Control person left
Nmn Stephen Friedman (Chairman And Member Of Spc Field Partners Llc) no longer on Schedule A of Stone Point Credit Adviser Llc (listed 2024-05-20, absent 2024-07-15)
Form ADVobserved 3 days ago
Occurred
Jul 15, 2024
Control person left
Michelle Jacqueline Giammarco (Chief Compliance Officer) no longer on Schedule A of Stone Point Credit Adviser Llc (listed 2024-05-20, absent 2024-07-15)
Form ADVobserved 3 days ago
Occurred
Mar 29, 2024
Regulatory AUM changed
Stone Point Credit Adviser Llc reported RAUM $6.1B, up 43% from $4.3B (2023-05-05 to 2024-03-29)
Form ADVobserved 3 days ago
$1.8B
Occurred
May 13, 2022
Control person left
Matrick Sandra Forman (Chief Compliance Officer And Secretary) no longer on Schedule A of Stone Point Credit Adviser Llc (listed 2022-03-31, absent 2022-05-13)
Form ADVobserved 3 days ago
Occurred
May 13, 2022
Control person joined
Michelle Jacqueline Giammarco (Chief Compliance Officer) appeared on Schedule A of Stone Point Credit Adviser Llc
Form ADVobserved 3 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Stone Point Credit Adviser Llc reported RAUM $3.5B, up 48% from $2.4B (2022-01-20 to 2022-03-31)
Form ADVobserved 3 days ago
$1.1B
Occurred
Mar 31, 2022
Control person joined
Matrick Sandra Forman (Chief Compliance Officer And Secretary) appeared on Schedule A of Stone Point Credit Adviser Llc
Form ADVobserved 3 days ago
Occurred
Mar 31, 2022
Control person left
Michelle Jacqueline Giammarco (Chief Compliance Officer) no longer on Schedule A of Stone Point Credit Adviser Llc (listed 2022-01-20, absent 2022-03-31)
Form ADVobserved 3 days ago
Occurred
Aug 24, 2020
First Form ADV filing
Stone Point Credit Adviser Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e5801b0e-65fe-52bf-94ef-28f4633ca64e
First observed: Aug 24, 2020
Last observed: Jul 20, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STONE POINT CREDIT ADVISER LLC

CRD 310377

GREENWICH, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e5801b0e-65fe-52bf-94ef-28f4633ca64e

Data as of Jul 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:46 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SPC WILSON POINT, L.P.

Private Equity Fund

$670M

Jul 15, 2024

Mar 30, 2020

reported

n/a

SPC ALMOND POINT, L.P.

Private Equity Fund

$398M

Jul 15, 2024

Mar 31, 2023

reported

n/a

SPC OPPORTUNITIES FUND, L.P.

Private Equity Fund

$362M

Jul 15, 2024

Mar 29, 2019

reported

021-317083

OVERLAND POINT, L.P.

Private Equity Fund

$323M

Jul 15, 2024

Mar 30, 2020

reported

n/a

SPC PACIFIC POINT, L.P.

Private Equity Fund

$269M

Jul 15, 2024

Dec 26, 2020

reported

n/a

SPC LIQUID CREDIT FUND, L.P.

Private Equity Fund

$264M

Jul 15, 2024

Mar 29, 2024

reported

021-468469

SPC OPPORTUNITIES PARALLEL FUND II, L.P.

Private Equity Fund

$148M

Jul 15, 2024

Mar 29, 2024

reported

021-470484

SPC OPPORTUNITIES FEEDER FUND, L.P.

Private Equity Fund

$140M

Jul 15, 2024

154

Mar 29, 2019

reported

021-325085

SPC LIQUID CREDIT FEEDER FUND, L.P.

Private Equity Fund

$138M

Jul 15, 2024

Mar 29, 2024

reported

021-468475

SPC OPPORTUNITIES FUND II, L.P.

Private Equity Fund

$118M

Jul 15, 2024

Mar 29, 2024

reported

021-470477

SPC OYSTER POINT, L.P.

Private Equity Fund

$112M

Jul 15, 2024

Dec 26, 2020

reported

n/a

SPC OPPORTUNITIES PARALLEL FUND, L.P.

Private Equity Fund

$111M

Jul 15, 2024

Mar 29, 2019

reported

021-317086

SPC OPPS PROFESSIONALS FUND, L.P.

Private Equity Fund

$66.4M

Jul 15, 2024

Mar 29, 2019

reported

n/a

SPC OPPS OVERLAND POINT, L.P.

Private Equity Fund

$55.1M

Mar 31, 2021

Dec 26, 2020

dropped

n/a

SPC BROOK POINT, L.P.

Private Equity Fund

$54.8M

Jul 15, 2024

Mar 29, 2024

reported

n/a

SPC OPPORTUNITIES PARALLEL FEEDER FUND, L.P.

Private Equity Fund

$26.3M

Jul 15, 2024

Mar 29, 2019

reported

021-325086

SPC OPPS WILSON POINT, L.P.

Private Equity Fund

$23.2M

Mar 31, 2021

Dec 26, 2020

dropped

n/a

SPC PACIFIC POINT-A, L.P.

Private Equity Fund

$10.3M

Jan 20, 2022

Dec 26, 2020

dropped

n/a

SPC PACIFIC POINT II-A, L.P.

Private Equity Fund

$622,952

Jan 20, 2022

Dec 26, 2020

dropped

n/a

SPC PACIFIC POINT II, L.P.

Private Equity Fund

$113,029

May 5, 2023

Dec 26, 2020

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BASOV, GENE, NMN

CHIEF FINANCIAL OFFICER

yes

07/2020

Aug 24, 2020

Jul 15, 2024

BRONNER, SCOTT, JONATHAN

HEAD OF CREDIT, AND MANAGING DIRECTOR

yes

03/2022

Jul 15, 2024

CAREY, JAMES, DAWSON

MANAGING DIRECTOR

yes

07/2020

Aug 24, 2020

Jul 15, 2024

DAVIS, CHARLES, ARTHUR

Member

yes

12/2013

Aug 24, 2020

Jul 15, 2024

ROODER, BRIAN, JAMES

CHIEF COMPLIANCE OFFICER

yes

06/2024

Jul 15, 2024

ROSENZWEIG, ERIC, LOUIS

MANAGING DIRECTOR

yes

03/2022

Jul 15, 2024

SPC FIELD CREDIT HOLDINGS LLC

Member

yes

12/2020

Mar 31, 2021

Jul 15, 2024

SPC FIELD PARTNERS LLC

Member

yes

07/2020

Aug 24, 2020

Jul 15, 2024

STONE POINT CREDIT HOLDINGS LLC

Member

yes

07/2020

Aug 24, 2020

Jul 15, 2024

STONE POINT CREDIT LLC

Member

yes

07/2020

Aug 24, 2020

Jul 15, 2024

STONE POINT CREDIT MANAGEMENT LLC

Member

yes

07/2020

Aug 24, 2020

Jul 15, 2024

WERMUTH, DAVID, JAY

MANAGING DIRECTOR AND GENERAL COUNSEL

yes

07/2020

Aug 24, 2020

Jul 15, 2024

ZERBIB, NICOLAS, DAVID

MANAGING DIRECTOR

yes

07/2020

Aug 24, 2020

Jul 15, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

STONE POINT CAPITAL LLC

n/a

Asset manager

$68B

yes

n/a

SOUND POINT CAPITAL MANAGEMENT, LP

n/a

Asset manager

$37B

yes

n/a

OVERLAND POINT GP, LLC

n/a

yes

n/a

SPC ALMOND POINT GP, LLC

n/a

yes

n/a

SPC CAPITAL MARKETS LLC

n/a

yes

n/a

SPC LIQUID CREDIT FUND GP, LLC

n/a

yes

n/a

SPC OPPS FUND GP, L.P.

n/a

yes

n/a

SPC OPPS FUND II GP, L.P.

n/a

yes

n/a

STONE POINT GP LTD.

n/a

yes

n/a

TRIDENT CAPITAL IV, L.P.

n/a

yes

n/a

TRIDENT CAPITAL IX, L.P.

n/a

yes

n/a

TRIDENT CAPITAL V-PF, L.P.

n/a

yes

n/a

TRIDENT CAPITAL V, L.P.

n/a

yes

n/a

TRIDENT CAPITAL VI, L.P.

n/a

yes

n/a

TRIDENT CAPITAL VII, L.P.

n/a

yes

n/a

TRIDENT CAPITAL VIII, L.P.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

WEST PALM BEACH

United States

yes

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$11B

n/a

2024

Mar 31, 2025

$8.1B

$7.9B

n/a

2023

Mar 29, 2024

$6.1B

$6.0B

$3.2B

2022

Mar 31, 2023

$4.3B

$4.2B

$2.2B

2021

Mar 31, 2022

$3.5B

$3.0B

$1.9B

2020

Mar 31, 2021

$2.4B

$1.9B

$1.8B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$11B

$8.1B

37.9%

$4.3B

37.3%