Hedge Fund Database

STONE POINT CAPITAL LLC

Adviser information for STONE POINT CAPITAL LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 112
Investment Advisory/Research 97
Registered Broker-Dealer Representatives 11
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 39 $48.5B
Non-Discretionary 0 $0
Total 39 $48.5B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 39 $48.5B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 56

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based feesADVISORY, MONITORING, AND CERTAIN OTHER RELATED FEES.

Identifiers

SEC RIA File Number 801-74033
SEC ERA File Number 801-74033
SEC CIK Numbers 1332638
SEC CRD Numbers 156521
Legal Entity Identifier 549300BZE138QICJM260

Principal Office

20 HORSENECK LANE
GREENWICH
CT
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 203-862-2900, Fax: 203-625-8357

Websites

www.stonepointcapital.com www.stonepoint.com www.linkedin.com/company/95856/

Chief Compliance Officer

JACQUELINE MICHELLE GIAMMARCO
MANAGING DIRECTOR AND COUNSEL
20 HORSENECK LANE
GREENWICH
CT
United States
Tel: 203-862-2900
(Full email address available in API data)

Regulatory Contact

DAVID JAY WERMUTH
GENERAL COUNSEL AND CHIEF OPERATING OFFICER
20 HORSENECK LANE
GREENWICH
CT
United States
Tel: 203-862-2900
(Full email address available in API data)

Industry Affiliates

LEARGAS CAPITAL LLC Other investment adviser, including financial planners
OVERLAND POINT GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
SOUND POINT CAPITAL MANAGEMENT, LP Other investment adviser, including financial planners
SPC ALMOND POINT GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
SPC CAPITAL MARKETS LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer
SPC LIQUID CREDIT FUND GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
SPC OPPS FUND GP, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
SPC OPPS FUND II GP, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
STONE POINT CREDIT ADVISER LLC Other investment adviser, including financial planners
STONE POINT GP LTD. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
TRIDENT CAPITAL IV, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
TRIDENT CAPITAL IX, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
TRIDENT CAPITAL V-PF, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
TRIDENT CAPITAL V, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
TRIDENT CAPITAL VI, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
TRIDENT CAPITAL VII, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
TRIDENT CAPITAL VIII, L.P. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
CEDAR STREET PARTNERS LP Private Equity Fund $592.6M $0.0M 2
T-IX BOOST CO-INVEST LP Private Equity Fund $449.2M $0.1M 23
T-IX BUTTERFLY CO-INVEST LP Private Equity Fund $368.7M $0.0M 10
T-IX CO-INVEST - SW LP Private Equity Fund $116.5M $2.0M 2
T-IX FERDINAND CO-INVEST-A, LP Private Equity Fund $282.8M $0.0M 6
T-IX FERDINAND CO-INVEST-B, LP Private Equity Fund $155.9M $0.0M 2
T-IX FERDINAND CO-INVEST-C, LP Private Equity Fund $162.6M $0.0M 4
T-IX TH CO-INVEST LP Private Equity Fund $198.0M $0.1M 4
T-VI CO-INVEST-A LP Private Equity Fund $730.7M $1.0M 5
T-VIII CELESTIAL CO-INVEST LP Private Equity Fund $1,500.8M $1.0M 87
T-VIII CO-INVEST-A LP Private Equity Fund $1,082.2M $1.0M 39
T-VIII MERCURY CO-INVEST LP Private Equity Fund $418.4M $1.0M 29
T-VIII SKOPIMA CO-INVEST LP Private Equity Fund $635.3M $1.0M 19
TRIDENT FFP CO-INVEST LP Private Equity Fund $1.2M $1.0M 2
TRIDENT IV AFFILIATED FUND, L.P. Private Equity Fund $5.5M $0.3M 39
TRIDENT IV PROFESSIONALS FUND, L.P. Private Equity Fund $4.1M $0.0M 36
TRIDENT IV, L.P. Private Equity Fund $258.6M $0.5M 108
TRIDENT IX PARALLEL FUND, L.P. Private Equity Fund $4,541.5M $2.0M 76
TRIDENT IX PROFESSIONALS FUND, L.P. Private Equity Fund $447.7M $0.0M 153
TRIDENT IX, L.P. Private Equity Fund $6,258.1M $2.0M 151
TRIDENT V AFFILIATED FUND, L.P. Private Equity Fund $21.9M $0.3M 32
TRIDENT V PARALLEL FUND, L.P. Private Equity Fund $945.0M $2.0M 45
TRIDENT V PROFESSIONALS FUND, L.P. Private Equity Fund $62.0M $0.0M 39
TRIDENT V, L.P. Private Equity Fund $1,345.8M $1.0M 147
TRIDENT VI AFFILIATED FUND, L.P. Private Equity Fund $95.3M $0.3M 75
TRIDENT VI DE PARALLEL FUND, L.P. Private Equity Fund $43.2M $2.0M 3
TRIDENT VI PARALLEL FUND, L.P. Private Equity Fund $1,937.2M $2.0M 43
TRIDENT VI PROFESSIONALS FUND, L.P. Private Equity Fund $144.8M $0.0M 41
TRIDENT VI, L.P. Private Equity Fund $2,645.3M $1.0M 134
TRIDENT VII AFFILIATED FUND, L.P. Private Equity Fund $245.5M $0.3M 90
TRIDENT VII CO-INVEST-A LP Private Equity Fund $842.0M $1.0M 36
TRIDENT VII DE PARALLEL FUND, L.P. Private Equity Fund $65.9M $2.0M 3
TRIDENT VII PARALLEL FUND, L.P. Private Equity Fund $3,829.4M $2.0M 47
TRIDENT VII PROFESSIONALS FUND, L.P. Private Equity Fund $391.9M $0.0M 69
TRIDENT VII, L.P. Private Equity Fund $7,876.3M $1.0M 132
TRIDENT VIII DE PARALLEL FUND, L.P. Private Equity Fund $80.2M $2.0M 15
TRIDENT VIII PARALLEL FUND, L.P. Private Equity Fund $3,800.5M $2.0M 59
TRIDENT VIII PROFESSIONALS FUND, L.P. Private Equity Fund $371.6M $0.0M 106
TRIDENT VIII, L.P. Private Equity Fund $6,144.0M $1.0M 129

Control Persons

Name Type Entity Title Since Ownership
CAREY, JAMES, DAWSON Individual – PRESIDENT AND MEMBER OF SPC FIELD PARTNERS LLC 05/2005 10-25%
DAVIS, CHARLES, ARTHUR Individual – CHAIRMAN, CHIEF EXECUTIVE OFFICER AND MEMBER OF SPC FIELD PARTNERS LLC 05/2005 10-25%
FRIEDMAN, STEPHEN, NMN Individual – SENIOR CHAIRMAN AND MEMBER OF SPC FIELD PARTNERS LLC 05/2005 10-25%
WERMUTH, DAVID, JAY Individual – GENERAL COUNSEL, CHIEF OPERATING OFFICER AND MEMBER OF SPC FIELD PARTNERS LLC 05/2005 10-25%
ZERBIB, NICOLAS, DAVID Individual – CHIEF INVESTMENT OFFICER AND MEMBER OF SPC FIELD PARTNERS LLC 05/2005 10-25%
GIAMMARCO, JACQUELINE, MICHELLE Individual – CHIEF COMPLIANCE OFFICER 01/2012 < 5%
WAFRA GRANITE ASSOCIATES L.P. Foreign Entity – OWNER OF CLASS B COMMON UNITS OF STONE POINT CAPITAL LLC 12/2013 10-25%
WAFRA GH-GP L.P. Foreign Entity WAFRA GRANITE ASSOCIATES L.P. GENERAL PARTNER OF WAFRA GRANITE ASSOCIATES L.P. 12/2012
W GLOBAL HOLDINGS GP LTD. Foreign Entity WAFRA GH-GP L.P. GENERAL PARTNER OF WAFRA GH-GP L.P. 12/2012
WAFRA INC. Domestic Entity W GLOBAL HOLDINGS GP LTD. SHAREHOLDER OF W GLOBAL HOLDINGS GP LTD. 12/2012 > 75%
WAFRA INTERVEST CORPORATION LTD. Foreign Entity WAFRA INC. SHAREHOLDER OF WAFRA INC. 12/2012 > 75%
THE PUBLIC INSTITUTION FOR SOCIAL SECURITY Foreign Entity WAFRA INTERNATIONAL INVESTMENT COMPANY K.S.C.C. SHAREHOLDER OF WAFRA INTERNATIONAL INVESTMENT COMPANY K.S.C.C. 12/2012 > 75%
WAFRA GLOBAL HOLDINGS L.P. Foreign Entity WAFRA GRANITE HOLDINGS INC. SHAREHOLDER OF WAFRA GRANITE HOLDINGS INC. 12/2012 > 75%
WAFRA GH-GP L.P. Foreign Entity WAFRA GLOBAL HOLDINGS L.P. GENERAL PARTNER OF WAFRA GLOBAL HOLDINGS L.P. 12/2012
THE PUBLIC INSTITUTION FOR SOCIAL SECURITY Foreign Entity WAFRA GLOBAL HOLDINGS L.P. LIMITED PARTNER OF WAFRA GLOBAL HOLDINGS L.P. 12/2012 > 75%
SPC FIELD PARTNERS LLC Domestic Entity – OWNER OF CLASS A COMMON UNITS OF STONE POINT CAPITAL LLC 12/2013 > 75%
DAVIS, CHARLES, ARTHUR Individual SPC FIELD PARTNERS LLC MEMBER OF SPC FIELD PARTNERS LLC 12/2013 25-50%
WAFRA INTERNATIONAL INVESTMENT COMPANY K.S.C.C. Foreign Entity WAFRA INTERVEST CORPORATION LTD. SHAREHOLDER OF WAFRA INTERVEST CORPORATION LTD. 11/2020 > 75%
DEVINO, SALLY, A. Individual – CHIEF FINANCIAL OFFICER 01/2022 < 5%
WATSON HOLDINGS LP Foreign Entity WAFRA GRANITE ASSOCIATES L.P. LIMITED PARTNER OF WAFRA GRANITE ASSOCIATES L.P. 06/2021 25-50%
WATSON HOLDINGS II LP Domestic Entity WAFRA GRANITE ASSOCIATES L.P. LIMITED PARTNER OF WAFRA GRANITE ASSOCIATES L.P. 06/2021 25-50%
WAFRA GLOBAL HOLDINGS III LP Foreign Entity WAFRA GRANITE ASSOCIATES L.P. LIMITED PARTNER OF WAFRA GRANITE ASSOCIATES L.P. 06/2021 25-50%
WATSON HOLDINGS II LP Domestic Entity WATSON HOLDINGS LP LIMITED PARTNER OF WATSON HOLDINGS LP 03/2021 25-50%
WATSON HOLDINGS GP LTD Foreign Entity WATSON HOLDINGS LP GENERAL PARTNER OF WATSON HOLDINGS LP 03/2021
WAFRA GH-GP L.P. Foreign Entity WATSON HOLDINGS II LP GENERAL PARTNER OF WATSON HOLDINGS II LP 03/2021
WAFRA MARBLE HOLDINGS LTD. Foreign Entity WATSON HOLDINGS II LP LIMITED PARTNER OF WATSON HOLDINGS II LP 03/2021 50-75%
WAFRA GRANITE HOLDINGS INC. Domestic Entity WATSON HOLDINGS II LP LIMITED PARTNER OF WATSON HOLDINGS II LP 03/2021 25-50%
WAFRA GH-GP L.P. Foreign Entity WAFRA GLOBAL HOLDINGS III LP GENERAL PARTNER OF WAFRA GLOBAL HOLDINGS III LP 02/2020
WAFRA GRANITE HOLDINGS III INC. Domestic Entity WAFRA GLOBAL HOLDINGS III LP LIMITED PARTNER OF WAFRA GLOBAL HOLDINGS III LP 02/2020 50-75%
WAFRA MARBLE HOLDINGS III LTD. Foreign Entity WAFRA GLOBAL HOLDINGS III LP LIMITED PARTNER OF WAFRA GLOBAL HOLDINGS III LP 02/2020 25-50%
WIC GLOBAL HOLDINGS L.P. Foreign Entity WAFRA MARBLE HOLDINGS III LTD. SHAREHOLDER OF WAFRA MARBLE HOLDINGS III LTD. 08/2020 > 75%
WAFRA FINANCIAL & MANAGEMENT SERVICES LTD. Foreign Entity WATSON HOLDINGS GP LTD SHAREHOLDER OF WATSON HOLDINGS GP LTD. 03/2021 > 75%
WAFRA INTERVEST CORPORATION LTD. Foreign Entity WAFRA FINANCIAL & MANAGEMENT SERVICES LTD. SHAREHOLDER OF WAFRA FINANCIAL & MANAGEMENT SERVICES LTD. 03/2021 > 75%
WAFRA GH-GP L.P. Foreign Entity WIC GLOBAL HOLDINGS L.P. GENERAL PARTNER OF WIC GLOBAL HOLDINGS L.P. 12/2012
WAFRA INTERVEST CORPORATION LTD. Foreign Entity WIC GLOBAL HOLDINGS L.P. LIMITED PARTNER OF WIC GLOBAL HOLDINGS L.P. 12/2012 > 75%
WAFRA GLOBAL HOLDINGS L.P. Foreign Entity WAFRA MARBLE HOLDINGS LTD. SHAREHOLDER OF WAFRA MARBLE HOLDINGS LTD. 12/2012 > 75%

No. Employees, Historic

200100020202021202220232024202576 on 3/30/202076 on 4/27/202076 on 1/6/202176 on 1/6/202185 on 3/31/202193 on 3/31/202293 on 5/13/2022103 on 3/31/2023112 on 3/29/2024

RAUM, Historic

50B25B020202021202220232024202525742316327 on 3/30/202025742316327 on 4/27/202027623677854 on 1/6/202127623677854 on 1/6/202127478055339 on 3/31/202144331876277 on 3/31/202244331876277 on 5/13/202244586708474 on 3/31/202348452616973 on 3/29/2024

No. Clients, Historic

4020020202021202220232024202532 on 3/30/202032 on 4/27/202026 on 1/6/202126 on 1/6/202126 on 3/31/202134 on 3/31/202234 on 5/13/202235 on 3/31/202339 on 3/29/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
EAGLE PT CR CO LLC COM 59M 6M –
ENSTAR GROUP LIMITED SHS 444M 1M –
Priority Technology Holdings, Inc. COM 27M 5M –
AXIS CAP HLDGS LTD ORD SHS 479M 7M –
Blue Owl Capital Inc. COM 113M 6M –
AON PLC SHS CL A 152M 517K –