Private company

Stone Point Credit Income Fund

Investment fund that raised $833.8 million in 2025 (SEC Form D)2

In its 2026 annual report the company says: “Stone Point Credit Income Fund is an externally-managed closed-end investment company that has elected to be regulated as a business development company under the Investment Company Act of 1940, as amended.”4 It is headquartered in Greenwich, United States.2

Last updated Oct 20, 2026.

Overview

  • HeadquartersGreenwich, United States2
  • Incorporated inDE3
  • Business address20 Horseneck Lane, Greenwich, Ct 068303
  • Filer category, Emerging growth company3
  • Legal formOther2
  • Kind of organizationInvestment fund2
  • LEI2549007EPA0H8JFB38692
  • StatusActive2
  • LEI statusIssued and current2
  • Registered addressC/O CORPORATION SERVICE COMPANY, 19808 Wilmington, United States2
  • Registered withSecurities and Exchange Commission, 00020312832

Stone Point Credit Income Fund (the “Fund,” “we,” “us,” or “our”) is an externally-managed closed-end investment company that has elected to be regulated as a business development company (“BDC”) under the Investment Company Act of 1940, as amended (the “1940 Act”). In addition, for tax purposes we intend to elect to be treated and intend to qualify annually thereafter as a regulated investment company (“RIC”) under Subchapter M of the Internal Revenue Code of 1986, as amended (the “Code”).4 From its latest annual report

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2025

12190.8%Net margin5
6.8%Return on equity5

Where the money goes

Where each dollar of revenue went, fiscal 2025

  • Profit100¢$19.1M

Out of $156.4K in revenue.5

Financial statements

Fiscal year20242025
Revenue$156.4K5
Net income$19.1M5
Earnings per share$2.895
Earnings per share (diluted)$2.895
Shares (weighted, basic)6.6M shares5
Shares (weighted, diluted)6.6M shares5

Compare Stone Point Credit Income Fund with another company

Corporate structure

Stone Point Credit Income Fund sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Stone Point Credit Income Fund

  • Ohio Strs Filed SCHEDULE 13D/A on Stone Point Credit Income Fund, latest Sep 28, 2026 (9 filings since Jan 29, 2025)
  • State Teachers Retirement System California Filed SCHEDULE 13G/A on Stone Point Credit Income Fund, latest May 21, 2026 (2 filings since Feb 6, 2026)
  • Stone Point Credit Income Fund Greenwich, Connecticut, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Stone Point Credit Income Fund reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Investments

ItemLatestA year beforeChange
Cash and cash equivalents$33.8M5 Dec 31, 2025$26.0K8 Dec 31, 2024+129989.1%

Properties, in its own words

The Fund does not own any real estate or other properties materially important to the Fund's operations or any of the Fund's subsidiaries. The Fund's headquarters are currently located at 20 Horseneck Lane, Greenwich, Connecticut 06830. The Fund believes that our office facilities are suitable and adequate for our business as it is contemplated to be conducted.

Item 2 of the 10-K filed Mar 19, 2026.4

Leadership

Who has led Stone Point Credit Income Fund, and when. Pick a name to see everywhere that person has worked.

Board members and other officers (5)

Timeline

  1. Sep 29, 20268-K Other events17
  2. Sep 21, 20268-K Unregistered sale of shares18
  3. Aug 28, 20268-K Other events19
  4. Aug 20, 20268-K Unregistered sale of shares20
  5. Jul 30, 20268-K Other events21
  6. Jul 23, 20268-K Entered a material agreement; New debt or obligation22
  7. Jul 22, 20268-K Unregistered sale of shares23
  8. Jun 29, 20268-K Other events24
  9. Jun 22, 20268-K Unregistered sale of shares25
  10. Jun 2, 20268-K Entered a material agreement26
  11. May 26, 20268-K Other events27
  12. May 20, 20268-K Unregistered sale of shares28
  13. Jun 24, 2024Founded Stone Point Credit Income Fund is founded2

Filings

87 filings to the SEC since October 2021: 2 annual reports, 5 quarterly reports, 33 major events, 17 insider forms, 11 large holders, 2 private raises, 17 other. The latest 20:

  1. Sep 29, 20268-K EDGAR
  2. Sep 28, 2026SCHEDULE 13D/A EDGAR
  3. Sep 22, 2026SC TO-I/A EDGAR
  4. Sep 21, 20268-K EDGAR
  5. Aug 28, 20268-K EDGAR
  6. Aug 20, 20268-K EDGAR
  7. Aug 17, 2026SC TO-I EDGAR
  8. Aug 17, 2026SC TO-I/A EDGAR
  9. Aug 14, 202610-Q EDGAR
  10. Jul 30, 20268-K EDGAR
  11. Jul 23, 20268-K EDGAR
  12. Jul 22, 20268-K EDGAR
  13. Jul 1, 202640-APP EDGAR
  14. Jun 29, 20268-K EDGAR
  15. Jun 25, 2026SC TO-I/A EDGAR
  16. Jun 22, 20268-K EDGAR
  17. Jun 2, 20268-K EDGAR
  18. May 26, 20268-K EDGAR
  19. May 21, 2026SCHEDULE 13G/A EDGAR
  20. May 21, 2026SCHEDULE 13D/A EDGAR

The 87 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

9 open-market trades by officers, directors and large owners since October 2021: 9 buys and 0 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Jun 30, 2025Bronner Scott JonathanPresidentBuy4,083$25.06$102.3KForm 4
Jun 30, 2025Henke StevenCFO and TreasurerBuy163$25.06$4.1KForm 4
Jun 30, 2025Rooder Brian JamesCCO and SecretaryBuy82$25.06$2.0KForm 4
Apr 17, 2025Bronner Scott JonathanPresidentBuy3,597$25.03$90.0KForm 4
Apr 17, 2025Henke StevenCFO and TreasurerBuy144$25.03$3.6KForm 4
Apr 17, 2025Rooder Brian JamesCCO and SecretaryBuy72$25.03$1.8KForm 4
Jan 23, 2025Bronner Scott JonathanPresidentBuy20,779$25.00$519.5KForm 4
Jan 23, 2025Basov GeneChief Financial OfficerBuy6,078$25.00$151.9KForm 4
Jan 23, 2025Rooder Brian JamesCCO and SecretaryBuy416$25.00$10.4KForm 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

  • Ohio StrsSCHEDULE 13D/A, 9 filings Jan 29, 2025 to Sep 28, 202629
  • State Teachers Retirement System CaliforniaSCHEDULE 13G/A, 2 filings Feb 6, 2026 to May 21, 202630

Money raised

Private offerings the company reported to the SEC on Form D.

  1. Jan 22, 2025Raised $833.8 million in a private offering of equity Form D: 162 investors so far Form D

SEC filer profile

How Stone Point Credit Income Fund is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARStone Point Credit Income Fund1
  • CIK0002031283
  • Employer ID (EIN)99-68947064
  • Filer statusNon-accelerated filer an emerging growth company; not a smaller reporting company; not a shell company4
  • Incorporated inDelaware4
  • Fiscal year endsDecember 311
  • Business address20 Horseneck Lane, Greenwich, CT 068301
  • Phone203-862-29001
  • Shares outstanding16,171,228 as of Jul 31, 20267
  • Public float$0 as of Jun 30, 20255
  • AuditorKPMG LLP, New York, New York. PCAOB ID 185; no auditor attestation of internal control over financial reporting4
  • On EDGAR sinceAug 15, 20241
  • Filings93 in all: 8-K (33), 4 (9), 3 (8), SCHEDULE 13D/A (8), 10-Q (5), SC TO-I/A (5), 40-APP/A (3), SC TO-I (3)1
    All 21 form types

    10-K (2), 40-17G (2), 40-APP (2), CORRESP (2), SCHEDULE 13G (2), SCHEDULE 13G/A (2), 10-12G (1), 10-12G/A (1), D (1), D/A (1), N-54A (1), SCHEDULE 13D (1), UPLOAD (1)

  • Latest filingsAnnual report (10-K) Mar 19, 2026
    Quarterly report (10-Q) Aug 14, 2026
    Latest 8-K (8-K) Sep 29, 2026

Risk factors and legal proceedings

The risks Stone Point Credit Income Fund names in Item 1A of its 10-K filed Mar 19, 2026: 12 risks under these headings, as written.4

  • Risks Relating to the Fund’s Business and Structure
  • Limited Operating History
  • Dependence on Key Personnel and Adviser
  • Business and Regulatory Risks of Alternative Asset Investments
  • New or Modified Laws or Regulations
  • Competitive Nature of the Adviser’s Business
  • Financial Services Industry Risks
  • Systems Risk; Cyber Security Breaches and Identity Theft
  • FOIA/Public Disclosure
  • Duties of the Adviser and the Shareholders’ Rights
  • Interpretation of Governing Agreements and Legal Requirements
  • Restrictions on Transfer and Withdrawal
The other 8 risks
  • No Right to Control the Fund’s Operations
  • Consequences of Default
  • Board Participation
  • Indemnification Obligations
  • Possibility of Fraud and Other Misconduct of Employees of the Adviser and Service Providers
  • Qualifying Assets
  • Status as Business Development Company
  • Emerging Growth Company Status
  • The Fund is a Public Entity
  • Exchange Act Filing Requirements
  • Internal Controls
  • RIC related Tax Risks
  • Phantom Income
  • Dividends in Shares
  • Dividend Reinvestment
  • Certain ERISA Considerations
  • Investment Considerations
  • Prohibited Transactions
  • Certain “Plan Asset” Considerations
  • Net Asset Value
  • Preferred Shares
  • Unrealized Depreciation
  • PIK Interest Payments
  • Responsible Investment Considerations
  • Share Repurchases and Cash Reserves.
  • Information Barriers
  • Risks Relating to the Private Offering
  • Non-Diversified Investment Company
  • Difficulty of Locating Suitable Investments
  • Co-investment with Third Parties
  • Minority Investments
  • Follow-On Investments
  • Limitations on Leverage
  • Hedging Policies/Risks
  • Derivatives and Financial Commitment Transactions
  • Portfolio Company Management
  • Operating and Financial Risks of Portfolio Companies
  • Projections and Third-Party Reports
  • Risks Relating to the Fund’s Investments
  • Interest Rates
  • Risks Related to Investments in Loans
  • Investments in Privately Held Companies
  • Investments in Private and Middle-Market Companies
  • Investments in Publicly Traded Companies
  • Investments in the Health Care Sector
  • Investments in the Software and Technology Sectors
  • Investments in the Financial Services Sector
  • Investments in the Business Services Sector
  • Foreign Investments
  • Difficulties Upon Exit
  • Risks of Investing in a Credit Vehicle
  • Risks Related to Loan Prepayments
  • Risks Associated with Covenant-Lite Loans
  • Potential Material and Adverse Effects of Market Conditions on Debt and Equity Capital Markets
  • Use of Expert Networks and Data Analytics
  • Economic Recessions or Downturns
  • Trading Risk
  • Trade Settlement
  • Investments in Securitizations, Asset-Backed Securities and other Structured Investments
  • General Risk Factors
  • Market Risks
  • Inflation Risks
  • Economic and Political Environment
  • Public Health Emergencies
  • Russo-Ukrainian Conflict
  • Middle East Conflict
  • Risk of Conflicts
  • Data Privacy Regulation

Legal proceedings

Neither we nor the Adviser are currently subject to any material legal proceedings, nor, to our knowledge, are any material legal proceedings threatened against us or the Adviser. From time to time, we or the Adviser may be a party to certain legal proceedings in the ordinary course of business, including proceedings relating to the enforcement of our rights under contracts with our portfolio companies. Our business is also subject to extensive regulation, which may result in regulatory proceedings against us. While the outcome of these legal or regulatory proceedings cannot be predicted with certainty, we do not expect that these proceedings will have a material effect upon our financial condition or results of operations.

The opening of Item 3, Legal Proceedings.4

Sources

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    SEC EDGAROther events
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    SEC EDGAROther events
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    SEC EDGAROther events
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    SEC EDGAROther events
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    SEC EDGAROther events
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