STONE POINT CREDIT INCOME ADVISER LLC

Thesis

Stone Point Credit Income Adviser LLC, founded in 2024, is the credit-focused affiliate of Stone Point Capital, a private equity firm with three decades of experience in financial services. The firm specializes in private credit and structured debt transactions, aiming to generate current income and capital appreciation. Their investment strategy is closely aligned with Stone Point Capital's focus on financial services, targeting income-generating opportunities adjacent to the parent company's control-equity strategy. Key focus areas include private credit (at least 80% of assets), structured debt, and preferred equity. Their target credit investments typically have maturities between 3 and 6 years. The firm also employs a sector-focused strategy, allocating at least 75% of assets to financial services, business services, software and technology, or healthcare services. Geographically, investments are concentrated in North America, with selective opportunities in Western European financial services businesses. Stone Point Credit Income Adviser operates as an externally managed, non-diversified closed-end management investment company. As of December 31, 2025, the firm had over $13.5 billion in AUM. The broader Stone Point Capital platform managed approximately $65 billion in AUM as of December 31, 2024.