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STONE POINT CREDIT ADVISER LLC

GREENWICH, CT · CRD 310377 · IAPD ↗ · stonepoint.com · 203-862-2900

$11.13BRegulatory AUM
64Advisory reps
80Employees
0Clients
n/aPlanning clients
23Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — STONE POINT CREDIT ADVISER LLC reported RAUM up 38% ($8.07B -> $11.13B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2026 — STONE POINT CREDIT ADVISER LLC grew from 55 to 64 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
April 2025 — STONE POINT CREDIT ADVISER LLC reported RAUM up 31% ($6.14B -> $8.07B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — STONE POINT CREDIT ADVISER LLC grew from 40 to 55 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — STONE POINT CREDIT ADVISER LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
53
April 2024 — STONE POINT CREDIT ADVISER LLC reported RAUM up 43% ($4.30B -> $6.14B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.