Stone Point Credit Income Adviser LLC

Stone Point Credit Income Adviser LLC is a registered investment adviser that principally manages pooled vehicles and institutional assets, acting as the investment adviser and administrator to two business development companies (Stone Point Credit Income Fund and Stone Point Credit Income Fund – Select) and feeder funds that invest in them. The firm’s client base and product mix are centered on pooled credit strategies rather than individual retail accounts.

The firm’s investment process emphasizes a “triangulation” approach—evaluating borrower characteristics, loan structure and sponsor quality—with an objective of generating current income and some capital appreciation while seeking structural protections on downside. Under normal market conditions it focuses on privately originated, negotiated credit investments (senior and subordinated loans, mezzanine and equity-related instruments, CLOs and other structured credit) in middle‑market companies with multi‑year maturities.

Stone Point’s profile is distinctive for an investment manager in this category because it advises SEC‑registered investment companies (BDCs) and carries out portfolio management and administrative duties subject to board oversight, and because it is affiliated with an SEC‑registered broker‑dealer and other capital‑markets entities that can underwrite, place and provide advisory services to issuers and portfolio companies. These affiliations and the firm’s integrated investment platform (including co‑investment, warehousing and allocation practices, and policies on side letters and valuation oversight) are specifically disclosed in the brochure as potential sources of conflicts the firm seeks to manage through governance, allocation and disclosure procedures.