Stone Point Credit Adviser LLC
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Overview
Stone Point Credit Adviser LLC is a financial advisory company headquartered in Greenwich, Connecticut. It administers $4.3 billion in total assets throughout 14 client accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). The company has a small team, including 35 financial advisors. Stone Point Credit Adviser LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as bonds, stocks and options.
Stone Point Credit Adviser LLC administers more than half of the firm's client assets in a discretionary manner. Discretionary management signifies that a portfolio manager makes transaction choices without needing to seek client consent. The company also administers two non-discretionary accounts with a total of $125.3 million in assets under management. The advisory firm's average account size is $307.2 million. The typical advisor at Stone Point Credit Adviser LLC manages fewer than one client account, placing it among the most personalized financial advisor firms in the country.
Stone Point Credit Adviser LLC's main office is at 20 Horseneck Lane, Greenwich, Connecticut 06830-6327. The company is allowed to serve investors across a number of states, including Connecticut, Florida and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Stone Point Credit Adviser LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$4.3 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
38
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
14
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$307.2 million
Fee Structure
Financial advisory fees largely depend on which services the firm provides the client. However, fee types billed by the firm likely are comprised of some blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with business development companies, pooled investment vehicles and insurance companies. Out of its 14 accounts, Stone Point Credit Adviser LLC's biggest client is pooled investment vehicles. Around 26% of its accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Stone Point Credit Adviser LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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