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STONE POINT CREDIT INCOME ADVISER LLC

GREENWICH, CT · CRD 332241 · IAPD ↗ · stonepoint.com · 203-862-2900

$1.19BRegulatory AUM
64Advisory reps
80Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — STONE POINT CREDIT INCOME ADVISER LLC now reports custody of client assets ($32.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
64
April 2026 — STONE POINT CREDIT INCOME ADVISER LLC grew from 55 to 64 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2026 — STONE POINT CREDIT INCOME ADVISER LLC crossed $1B in regulatory AUM ($1.1M -> $1.19B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2025 — STONE POINT CREDIT INCOME ADVISER LLC now reports 1 private fund(s) ($1 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
65
April 2025 — STONE POINT CREDIT INCOME ADVISER LLC grew from 39 to 55 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
September 2024 — STONE POINT CREDIT INCOME ADVISER LLC (GREENWICH, CT) is newly SEC-registered with $0 RAUM and 39 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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