Firm profile

STONE POINT CREDIT ADVISER LLC

GREENWICH, CTCRD 310377Latest ADV March 31, 2026

Stone Point Credit Adviser LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwich, CT. Its latest Form ADV filing, dated March 31, 2026, reports $11.1B in regulatory assets under management, 80 employees, 2 offices, and 31 accounts.

Assets Under Management
$11.1B
Employees
80
Offices
2 offices
Total Clients
31
Primary office
GREENWICH, CT
20 HORSENECK LANE, GREENWICH, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOBrian J. Rooder
CFOMichael E. Rettagliata

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 74.2% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
74.2%
23
2
Insurance Cos.
22.6%
7
3
BDCs
3.2%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$11.1Bas of March 31, 2026
Discretionary98.9%
$11.0B
99% of total RAUM98.9%
Non-discretionary1.1%
$127M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$11.1B
Total Accounts31
10Y AUM Change+$11.1B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees80
Clients per Employee0:1
10Y Employee Change-5 (-5.9%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.