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Stone Point Credit Income Adviser LLC
Filed as STONE POINT CREDIT INCOME ADVISER LLC
Stone Point Credit Income Adviser LLC is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Stone Point Credit Income Adviser LLC compensated?
On its Form ADV (Item 5.E, October 2026), Stone Point Credit Income Adviser LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.
How much does Stone Point Credit Income Adviser LLC charge?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1.25% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Stone Point Credit Income Adviser LLC located?
Stone Point Credit Income Adviser LLC's principal office is in Greenwich, CT, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Stone Point Credit Income Adviser LLC registered with the SEC or a state?
Stone Point Credit Income Adviser LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332241.
How much does Stone Point Credit Income Adviser LLC manage?
Stone Point Credit Income Adviser LLC reports $1,188,525,511 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Stone Point Credit Income Adviser LLC's assets and staff changed since 2024?
In the Form ADV data for Stone Point Credit Income Adviser LLC: Regulatory assets under management: $0 in the October 2024 data and $1,188,525,511 in the October 2026 data. Total employees: 45 in October 2024 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 Income Adviser LLC serve?
By number of clients on Form ADV Item 5.D: business development companies (2); pooled investment vehicles (other than investment companies and business development companies) (1).
Does Stone Point Credit Income 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/332241
What changed in Stone Point Credit Income 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 $1,143,830 to $1,188,525,511 (+103808%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1.25% of assets a year
The brochure's wording
Pursuant to investment advisory agreements with the Firm (each an “Investment Advisory Agreement”), each Stone Point BDC pays the Firm an asset-based management fee in an amount equal to an annual rate of 1.25% of the Stone Point BDC’s net assets (excluding borrowings for investment purposes)
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,188,525,511 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 80. Performing investment advisory functions: 64.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the April 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,188,525,511 | 80 | March 31, 2026 |
| October 2025 | $1,143,830 | 63 | May 13, 2025 |
| October 2024 | $0 | 45 | July 15, 2024 |
Regulatory assets under management: $0 in the October 2024 data and $1,188,525,511 in the October 2026 data.
Total employees: 45 in October 2024 and 80 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 55 to 64.
- Regulatory assets under management went from $1,143,830 to $1,188,525,511 (+103808%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Stone Point Credit Income Adviser LLC (CRD 332241): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/stone-point-credit-income-adviser-llc-greenwich-ct-332241