Stone Point Credit Adviser Llc
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 310377
· SEC file 801-119517
· Greenwich, CT
· spcif.com
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ADV data as of Jul 20, 2026
- Regulatory AUM
- $11.1B
- Discretionary
- $11.0B
- Clients
- 31
- Avg AUM / client
- $359M
- Accounts
- 31
- Employees
- 80
AUM over time
$2.2B
$11.1B
Dec 2020
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Business development companies | 1 | $3.2B | 28.9% |
| Pooled investment vehicles (non-investment companies) | 23 | $6.0B | 53.7% |
| Insurance companies | 7 | $1.9B | 17.4% |
Private funds (15)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $3.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Spc Wilson Point, L.P. | Private Equity Fund | Cayman Islands | $670M | 2 |
| Spc Almond Point, L.P. | Private Equity Fund | Delaware | $398M | 2 |
| Spc Opportunities Fund, L.P. master | Private Equity Fund | Cayman Islands | $362M | 8 |
| Overland Point, L.P. | Private Equity Fund | Delaware | $323M | 2 |
| Spc Pacific Point, L.P. | Private Equity Fund | Delaware | $269M | 3 |
| Spc Liquid Credit Fund, L.P. master | Private Equity Fund | Delaware | $264M | 12 |
| Spc Opportunities Parallel Fund Ii, L.P. | Private Equity Fund | Cayman Islands | $148M | 6 |
| Spc Opportunities Feeder Fund, L.P. feeder | Private Equity Fund | Cayman Islands | $140M | 154 |
| Spc Liquid Credit Feeder Fund, L.P. feeder | Private Equity Fund | Cayman Islands | $138M | 4 |
| Spc Opportunities Fund Ii, L.P. | Private Equity Fund | Delaware | $118M | 12 |
| Spc Oyster Point, L.P. | Private Equity Fund | Delaware | $112M | 2 |
| Spc Opportunities Parallel Fund, L.P. master | Private Equity Fund | Cayman Islands | $111M | 6 |
| Spc Opps Professionals Fund, L.P. | Private Equity Fund | Cayman Islands | $66.4M | 50 |
| Spc Brook Point, L.P. | Private Equity Fund | Cayman Islands | $54.8M | 1 |
| Spc Opportunities Parallel Feeder Fund, L.P. feeder | Private Equity Fund | Cayman Islands | $26.3M | 58 |
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 | Jul 2020 (6y) | Less than 5% | |
| Carey, James, Dawson | Managing Director | Jul 2020 (6y) | Less than 5% | |
| Wermuth, David, Jay | Managing Director And General Counsel | Jul 2020 (6y) | Less than 5% | |
| Zerbib, Nicolas, David | Managing Director | Jul 2020 (6y) | Less than 5% | |
| Bronner, Scott, Jonathan | Head Of Credit, And Managing Director | Mar 2022 (4y) | Less than 5% | |
| Rosenzweig, Eric, Louis | Managing Director | Mar 2022 (4y) | Less than 5% | |
| Rooder, Brian, James | Chief Compliance Officer | Jun 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stone Point Credit Management Llc | Member | Jul 2020 | 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.
Private funds (15, $3.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Spc Wilson Point, L.P. | Private Equity Fund | $670M | $0 | 2 |
| Spc Almond Point, L.P. | Private Equity Fund | $398M | $0 | 2 |
| Spc Opportunities Fund, L.P. | Private Equity Fund | $362M | $0 | 8 |
| Overland Point, L.P. | Private Equity Fund | $323M | $50.0M | 2 |
| Spc Pacific Point, L.P. | Private Equity Fund | $269M | $0 | 3 |
| Spc Liquid Credit Fund, L.P. | Private Equity Fund | $264M | $500K | 12 |
| Spc Opportunities Parallel Fund Ii, L.P. | Private Equity Fund | $148M | $0 | 6 |
| Spc Opportunities Feeder Fund, L.P. | Private Equity Fund | $140M | $0 | 154 |
| Spc Liquid Credit Feeder Fund, L.P. | Private Equity Fund | $138M | $500K | 4 |
| Spc Opportunities Fund Ii, L.P. | Private Equity Fund | $118M | $0 | 12 |
| Spc Oyster Point, L.P. | Private Equity Fund | $112M | $0 | 2 |
| Spc Opportunities Parallel Fund, L.P. | Private Equity Fund | $111M | $0 | 6 |
| Spc Opps Professionals Fund, L.P. | Private Equity Fund | $66.4M | $0 | 50 |
| Spc Brook Point, L.P. | Private Equity Fund | $54.8M | $0 | 1 |
| Spc Opportunities Parallel Feeder Fund, L.P. | Private Equity Fund | $26.3M | $0 | 58 |
From Form ADV Section 7.B private fund reporting.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 6.25 MB | View · PDF · Source ↗ |
| Form ADV (full filing) | 03/31/2026 | 6.25 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
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Bank Of Ny Mellon $1.9B (17% of AUM) Jul 2026
- BNY Mellon $845M (14% of AUM) Jul 2024
- Citibank $20.3M (0% of AUM) May 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗