DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

STONE POINT CREDIT INCOME ADVISER LLC

CRD 332241

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:f7f279d0-609f-87f9-daff-f44ff6597fb8

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 1
On other graphs: 2
Observed: Jul 15, 2024 to Mar 31, 2026
5 observations

Across DFX

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

Private Equityidentity

Stone Point Credit Income Adviser LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Stone Point Credit Income Adviser LLC

Capital provider to sponsors · shared crd

Private Creditcandidate

STONE POINT CREDIT INCOME ADVISER LLC

Credit provider · name unique adv

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=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=11.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
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: 3
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $16.0M
SEC number: 801-130916
CRD: 332241
Filings on the tape: 5
First filed: Jul 15, 2024
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: stonepoint.com

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	06/2024	Jul 15, 2024	Dec 20, 2024
BRONNER, SCOTT, JONATHAN	HEAD OF CREDIT AND MANAGING DIRECTOR	Na	yes	06/2024	Jul 15, 2024	Dec 20, 2024
CAREY, JAMES, DAWSON	MANAGING DIRECTOR	Na	yes	06/2024	Jul 15, 2024	Dec 20, 2024
DAVIS, CHARLES, ARTHUR	Member	C	yes	12/2013	Jul 15, 2024	Dec 20, 2024
ROODER, BRIAN, JAMES	CHIEF COMPLIANCE OFFICER	Na	yes	06/2024	Jul 15, 2024	Dec 20, 2024
ROSENZWEIG, ERIC, LOUIS	MANAGING DIRECTOR	Na	yes	06/2024	Jul 15, 2024	Dec 20, 2024
SPC FIELD CREDIT HOLDINGS LLC	Member	E	yes	12/2020	Jul 15, 2024	Dec 20, 2024
SPC FIELD PARTNERS LLC	Member	D	yes	07/2020	Jul 15, 2024	Dec 20, 2024
STONE POINT CREDIT HOLDINGS LLC	Member	E	yes	07/2020	Jul 15, 2024	Dec 20, 2024
STONE POINT CREDIT LLC	Member	E	yes	07/2020	Jul 15, 2024	Dec 20, 2024
STONE POINT CREDIT MANAGEMENT LLC	Member	E	yes	06/2024	Jul 15, 2024	Dec 20, 2024
WERMUTH, DAVID, JAY	MANAGING DIRECTOR AND GENERAL COUNSEL	Na	yes	06/2024	Jul 15, 2024	Dec 20, 2024
ZERBIB, NICOLAS, DAVID	MANAGING DIRECTOR	Na	yes	06/2024	Jul 15, 2024	Dec 20, 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
STONE POINT CREDIT ADVISER LLC	n/a	Asset manager	$11B	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
SPC PACIFIC POINT GP, LLC	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	$1.2B	$1.2B	80	64	2	1	n/a
2024	Mar 31, 2025	$1.1M	$1.1M	63	55	2	1	n/a

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	$1.2B	$1.1M	103807.5%	n/a	n/a	80	63	2	2

Relationships

Affiliated with (3)

→ STONE POINT CAPITAL LLCRegistered adviserother investment adviser, common control
factForm ADV
→ SOUND POINT CAPITAL MANAGEMENT, LPRegistered adviserother investment adviser, common control
factForm ADV
→ STONE POINT CREDIT ADVISER LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (12)

← CAREY, JAMES, DAWSONOwnerMANAGING DIRECTOR, ownership code NA, individual
Jul 15, 2024 to Dec 20, 2024factForm ADV
← ROSENZWEIG, ERIC, LOUISOwnerMANAGING DIRECTOR, ownership code NA, individual
Jul 15, 2024 to Dec 20, 2024factForm ADV
← BRONNER, SCOTT, JONATHANOwnerHEAD OF CREDIT AND MANAGING DIRECTOR, ownership code NA, individual
Jul 15, 2024 to Dec 20, 2024factForm ADV
← ZERBIB, NICOLAS, DAVIDOwnerMANAGING DIRECTOR, ownership code NA, individual
Jul 15, 2024 to Dec 20, 2024factForm ADV
← WERMUTH, DAVID, JAYOwnerMANAGING DIRECTOR AND GENERAL COUNSEL, ownership code NA, individual
Jul 15, 2024 to Dec 20, 2024factForm ADV
← BASOV, GENE, NMNOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jul 15, 2024 to Dec 20, 2024factForm ADV
← ROODER, BRIAN, JAMESOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 15, 2024 to Dec 20, 2024factForm ADV
← DAVIS, CHARLES, ARTHUROwnerMEMBER, ownership code C, individual
Jul 15, 2024 to Dec 20, 2024factForm ADV
← SPC FIELD CREDIT HOLDINGS LLCOwnerMEMBER, ownership code E, domestic entity
Jul 15, 2024 to Dec 20, 2024factForm ADV
← SPC FIELD PARTNERS LLCOwnerMEMBER, ownership code D, domestic entity
Jul 15, 2024 to Dec 20, 2024factForm ADV
← STONE POINT CREDIT HOLDINGS LLCOwnerMEMBER, ownership code E, domestic entity
Jul 15, 2024 to Dec 20, 2024factForm ADV
← STONE POINT CREDIT MANAGEMENT LLCOwnerMEMBER, ownership code E, domestic entity
Jul 15, 2024 to Dec 20, 2024factForm ADV

Dated events

Occurred
Jul 15, 2024
First Form ADV filing
Stone Point Credit Income Adviser Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f7f279d0-609f-87f9-daff-f44ff6597fb8
First observed: Jul 15, 2024
Last observed: Mar 31, 2026 5 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 INCOME ADVISER LLC

CRD 332241

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:f7f279d0-609f-87f9-daff-f44ff6597fb8

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:55 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BASOV, GENE, NMN

CHIEF FINANCIAL OFFICER

yes

06/2024

Jul 15, 2024

Dec 20, 2024

BRONNER, SCOTT, JONATHAN

HEAD OF CREDIT AND MANAGING DIRECTOR

yes

06/2024

Jul 15, 2024

Dec 20, 2024

CAREY, JAMES, DAWSON

MANAGING DIRECTOR

yes

06/2024

Jul 15, 2024

Dec 20, 2024

DAVIS, CHARLES, ARTHUR

Member

yes

12/2013

Jul 15, 2024

Dec 20, 2024

ROODER, BRIAN, JAMES

CHIEF COMPLIANCE OFFICER

yes

06/2024

Jul 15, 2024

Dec 20, 2024

ROSENZWEIG, ERIC, LOUIS

MANAGING DIRECTOR

yes

06/2024

Jul 15, 2024

Dec 20, 2024

SPC FIELD CREDIT HOLDINGS LLC

Member

yes

12/2020

Jul 15, 2024

Dec 20, 2024

SPC FIELD PARTNERS LLC

Member

yes

07/2020

Jul 15, 2024

Dec 20, 2024

STONE POINT CREDIT HOLDINGS LLC

Member

yes

07/2020

Jul 15, 2024

Dec 20, 2024

STONE POINT CREDIT LLC

Member

yes

07/2020

Jul 15, 2024

Dec 20, 2024

STONE POINT CREDIT MANAGEMENT LLC

Member

yes

06/2024

Jul 15, 2024

Dec 20, 2024

WERMUTH, DAVID, JAY

MANAGING DIRECTOR AND GENERAL COUNSEL

yes

06/2024

Jul 15, 2024

Dec 20, 2024

ZERBIB, NICOLAS, DAVID

MANAGING DIRECTOR

yes

06/2024

Jul 15, 2024

Dec 20, 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

STONE POINT CREDIT ADVISER LLC

n/a

Asset manager

$11B

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

SPC PACIFIC POINT GP, LLC

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

$1.2B

n/a

2024

Mar 31, 2025

$1.1M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$1.1M

103807.5%

n/a