SourcingSourcing

STONE POINT CREDIT ADVISER LLC

C22
CRD 310377·SEC 801-119517·GREENWICH, CT
AUM
$11.13B
$1B+
Est. Revenue
$111.3M
@ 1% on AUM
Est. EBITDA
$33.4M
@ 30% margin
Est. Deal Value
$267.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STONE POINT CREDIT ADVISER LLC
CRD
310377
SEC file #
801-119517
EIN
000000000
DBA names
—

Economics

AUM
$11.13B
AUM band
$1B+
AUM trajectory
'21'26
$2.22B → $11.13B▲ +402%
Client mix
Pooled Investment Vehicles23
Insurance Companies7
Business Devel Companies1

Operations

Employees (total)
80
Advisory staff (per ADV)
64
Advisory staff (5-yr trend)
'21'26
22 advisors → 64 advisors▲ +191%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
stonepoint.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STONE POINT CREDIT MANAGEMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
STONE POINT CREDIT MANAGEMENT
BRONNER, SCOTT, JONATHAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
STONEPOINT.COM
Rdap Domain Creation Date
1996-10-28T05:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001958237
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2022-12-22
Edgar Last Filing Date
2025-07-10
Edgar Form D Count
4
Edgar Form D Offerings
2025-07-102025-07-10 · 0001958237-25-000002
2024-06-132024-06-13 · 0001958237-24-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Bny Mellon20
Goldman Sachs4
U.s. Bank4
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
STONE POINT CREDIT ADVISER LLC20 HORSENECK LANEGREENWICH, CT 06830
Business
STONE POINT CREDIT ADVISER LLC20 HORSENECK LANEGREENWICH, CT 06830
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-07-10 · 0001958237-25-000002
D/A2024-06-13 · 0001958237-24-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-10-27T04:00:00Z
Rdap Domain Last Changed
2025-03-25T17:27:48Z
Rdap Nameservers
Ns13.domaincontrol.comNs14.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (7)

7
BRONNER, SCOTT, JONATHAN
Executive Officer · 2.5%
4973908
CAREY, JAMES, DAWSON
Executive Officer · 2.5%
2656436
RETTAGLIATA, MICHAEL, ELVIS
Executive Officer · 2.5%
4791674
ROODER, BRIAN, JAMES
Executive Officer · 2.5%
6807096
ROSENZWEIG, ERIC, LOUIS
Executive Officer · 2.5%
4827130
WERMUTH, DAVID, JAY
Executive Officer · 2.5%
5473034
ZERBIB, NICOLAS, DAVID
Executive Officer · 2.5%
5473031