Stone Point Credit Income Adviser Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 3
- Avg AUM / client
- $396M
- Accounts
- 3
- Employees
- 80
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Business development companies | 2 | $1.2B | 100.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $0 | — |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Davis, Charles, Arthur | Member | Dec 2013 (13y) | ≈ 3.96% – 37.5% via Spc Field Partners Llc | |
| Basov, Gene, Nmn | Chief Financial Officer | Jun 2024 (2y) | Less than 5% | |
| Bronner, Scott, Jonathan | Head Of Credit And Managing Director | Jun 2024 (2y) | Less than 5% | |
| Carey, James, Dawson | Managing Director | Jun 2024 (2y) | Less than 5% | |
| Rooder, Brian, James | Chief Compliance Officer | Jun 2024 (2y) | Less than 5% | |
| Rosenzweig, Eric, Louis | Managing Director | Jun 2024 (2y) | Less than 5% | |
| Wermuth, David, Jay | Managing Director And General Counsel | Jun 2024 (2y) | Less than 5% | |
| Zerbib, Nicolas, David | Managing Director | Jun 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stone Point Credit Management Llc | Member | Jun 2024 | A | 75% or more |
| Stone Point Credit Llc | Member | Jul 2020 | B | ≈ 56.25% – 100% via Stone Point Credit Management Llc |
| Stone Point Credit Holdings Llc | Member | Jul 2020 | B | ≈ 42.19% – 100% via Stone Point Credit Llc |
| Spc Field Credit Holdings Llc | Member | Dec 2020 | B | ≈ 31.64% – 100% via Stone Point Credit Holdings Llc |
| Spc Field Partners Llc | Member | Jul 2020 | B | ≈ 15.82% – 75% via Spc Field Credit Holdings Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Davis, Charles, Arthur: 25% – 50% of Spc Field Partners Llc × 50% – 75% of Spc Field Credit Holdings Llc × 75% – 100% of Stone Point Credit Holdings Llc × 75% – 100% of Stone Point Credit Llc × 75% – 100% of Stone Point Credit Management Llc × 75% – 100% direct ≈ 3.96% – 37.5% of the firm
- Stone Point Credit Llc: 75% – 100% of Stone Point Credit Management Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Stone Point Credit Holdings Llc: 75% – 100% of Stone Point Credit Llc × 75% – 100% of Stone Point Credit Management Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Spc Field Credit Holdings Llc: 75% – 100% of Stone Point Credit Holdings Llc × 75% – 100% of Stone Point Credit Llc × 75% – 100% of Stone Point Credit Management Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Spc Field Partners Llc: 50% – 75% of Spc Field Credit Holdings Llc × 75% – 100% of Stone Point Credit Holdings Llc × 75% – 100% of Stone Point Credit Llc × 75% – 100% of Stone Point Credit Management Llc × 75% – 100% direct ≈ 15.82% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • PERCENTAGE OF CLIENT'S NET INVESTMENT INCOME
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗