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⚲
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| Stone Point Credit Adviser LLC
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| |
|---|---|
| CRD # | 310377 |
| SEC # | 801-119517 |
| CIK # | 0001826530 |
| AUM | $6.1 BB (2024-07-15) |
| Employees | 45 (89% Investors, 9% Brokers) |
| Phone | 203-862-2900 |
| Address | 20 Horseneck Lane Greenwich, CT 06830-6327 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 1 | 2.4 |
| (f) Pooled investment vehicles | 15 | 2.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 20 | 6.1 |
| By Discretionary | ||
| Discretionary | 18 | 6.0 |
| Non-Discretionary | 2 | 0.1 |
| Total | 20 | 6.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 4.2 | |
| Total | 20 | 6.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Charles Davis | 61 | |||
| Stephen Levey | 13 | |||
| Peter Mundheim | 16 | |||
| David Wermuth | 45 | |||
| Gene Basov | 5 | |||
| Joshua Goldman | 19 | |||
| Jacqueline Giammarco | 11 | |||
| Michael Hickey | 10 | |||
| Sally Devino | 6 | |||
| SPC OPPS Fund GP LP | 4 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 3 | [0001826530] | |
| 4 | [0001826530] |
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|---|---|---|
|
Accolade Capital Management LLC
✚
|
DC | 6.3 |
|
Medley Partners Management LLC
✚
|
CA | 6.3 |
|
JF Lehman and Company LLC
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|
NY | 6.3 |
|
Grain Management LLC
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|
DC | 6.3 |
|
AE Industrial Partners LP
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FL | 6.2 |
|
A&M Capital Advisors LP
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|
CT | 6.2 |
|
ARA Advisers LLC
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|
TX | 6.2 |
|
Odyssey Investment Partners LLC
✚
|
NY | 6.1 |
|
One Madison Group LLC
✚
|
NY | 6.1 |
|
Riverwood Capital Management LP
✚
|
CA | 6.0 |