# Stone Point Credit Adviser LLC

> Stone Point Credit Adviser LLC is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2020, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 20, 2026.

- CRD: 310377
- Filed as: STONE POINT CREDIT ADVISER LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwich, CT
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310377
- AdvisorCensus page: https://advisorcensus.com/firm/stone-point-credit-adviser-llc-greenwich-ct-310377

## Quick answers

**How is Stone Point Credit Adviser LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stone Point Credit Adviser LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**How much does Stone Point Credit Adviser LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Stone Point Credit Adviser LLC located?**
Stone Point Credit Adviser LLC's principal office is in Greenwich, CT, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Stone Point Credit Adviser LLC registered with the SEC or a state?**
Stone Point Credit Adviser LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310377.

**How much does Stone Point Credit Adviser LLC manage?**
Stone Point Credit Adviser LLC reports $11,125,807,494 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (99% discretionary).

**How have Stone Point Credit Adviser LLC's assets and staff changed since 2021?**
In the Form ADV data for Stone Point Credit Adviser LLC: Regulatory assets under management: $2,379,639,974 in the October 2021 data and $11,125,807,494 in the October 2026 data, up 368%. Total employees: 26 in October 2021 and 80 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stone Point Credit Adviser LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (23); insurance companies (7); business development companies (1).

**Which custodians does Stone Point Credit Adviser LLC use?**
Stone Point Credit Adviser LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists The Bank of New York Mellon Trust Company N.A. as a custodian holding 10% or more of its separately managed account assets.

**Does Stone Point Credit Adviser LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310377

**What changed in Stone Point Credit Adviser LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 55 to 64. Regulatory assets under management went from $8,066,837,481 to $11,125,807,494 (+38%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)

> The Management Fee payable to the Firm varies but current Funds generally pay between 0.25% and 1.5% per annum; however, in certain circumstances, waivers, deferrals or reductions apply based on certain factors

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- The Bank of New York Mellon Trust Company N.A.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $11,125,807,494
- Discretionary: $10,999,139,619
- Non-discretionary: $126,667,875

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Business development companies | 1 | $3,214,643,984 |
| Pooled investment vehicles (other than investment companies and business development companies) | 23 | $5,970,465,505 |
| Insurance companies | 7 | $1,940,698,005 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (6 years)
- Employees: 80 total, 64 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- New York, NY
- West Palm Beach, FL

### Websites listed on Form ADV (Item 1.I)
- spcif.com
- stonepoint.com
- LinkedIn @STONE-POINT-CAPITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,379,639,974 | 26 | April 30, 2021 |
| October 2022 | $3,609,038,108 | 26 | May 13, 2022 |
| October 2023 | $4,300,363,490 | 38 | May 5, 2023 |
| October 2024 | $6,143,238,733 | 45 | July 15, 2024 |
| October 2025 | $8,066,837,481 | 63 | May 13, 2025 |
| October 2026 | $11,125,807,494 | 80 | July 20, 2026 |

Regulatory assets under management: $2,379,639,974 in the October 2021 data and $11,125,807,494 in the October 2026 data, up 368%.
Total employees: 26 in October 2021 and 80 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 55 to 64.
- Regulatory assets under management went from $8,066,837,481 to $11,125,807,494 (+38%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stone Point Credit Adviser LLC (CRD 310377): Form ADV filing data as of October 2026.