|
⚲
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| Stone Point Capital LLC
✚
|
|
|---|---|
| CRD # | 156521 |
| SEC # | 801-74033 |
| CIK # | 0001332638 |
| AUM | $67.6 B (2026-03-31) |
| Employees | 121 (86% Investors, 11% Brokers) |
| Phone | 203-862-2900 |
| Address | 20 Horseneck Lane Greenwich, CT 06830-6327 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Eagle Point Credit Co Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Carepoint Co-Invest LP | 2026-03-31 | 148.1 | |
| PE | Severn Co-Invest LP | 2026-03-31 | 62.1 | |
| PE | Stone Point CV LP | [2026-03-31] | 0.0 | 3,720.1 |
| PE | Stone Point T-Viii Rolling Vehicle LP | 2026-03-31 | 21.6 | |
| PE | Stone Point T-Vii Rolling Vehicle LP | 2026-03-31 | 603.0 | |
| PE | Stone Point T-V Rolling Vehicle-A LP | 2026-03-31 | 221.7 | |
| PE | Stone Point T-X Hostplus Co-Invest LP | 2026-03-31 | 52.4 | |
| PE | T-IX Jade Co-Invest LP | [2026-03-31] | 0.0 | 446.8 |
| PE | Trident VII Selling AIV LP | 2026-03-31 | 373.3 | |
| PE | Trident V Selling AIV A LP | 2026-03-31 | 294.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 59 | 67.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 59 | 67.6 |
| By Discretionary | ||
| Discretionary | 59 | 67.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 59 | 67.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 42.5 | |
| United States Persons | 25.2 | |
| Total | 59 | 67.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Charles Davis | 65 | 6 | ||
| Peter Mundheim | 16 | 4 | ||
| David Wermuth | 54 | 3 | ||
| Nicolas Zerbib | 31 | 2 | ||
| James Carey | 28 | 2 | ||
| Trident Capital IX LP | 12 | 2 | ||
| Stone Point GP Ltd | 10 | 2 | ||
| Trident Capital X LP | 6 | 2 | ||
| Stephen Friedman | 6 | 2 | ||
| Trident Capital VII LP | 4 | 2 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001332638] | |
| 3 | [0001332638] | |
| 4 | [0001332638] | |
| SC 13D | [0001332638] | |
| SC 13G | [0001332638] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lexington Partners LP
✚
|
NY | 79.3 |
|
Brookfield Asset Management PIC Adviser Private Equity LP
✚
|
73.8 | |
|
Adams Street Partners LLC
✚
|
IL | 66.5 |
|
I Squared Capital Advisors US LLC
✚
|
FL | 60.1 |
|
Valor Management LLC
✚
|
IL | 59.3 |
|
AlpInvest US Holdings LLC
✚
|
NY | 57.7 |
|
SB Investment Advisers US Inc
✚
|
CA | 53.5 |
|
Capital International Inc
✚
|
CA | 51.9 |
|
Genstar Capital Management LLC
✚
|
CA | 51.3 |
|
GTCR LLC
✚
|
IL | 48.6 |