Investment adviser · CRD 156521
STONE POINT CAPITAL LLC
GREENWICH, CT, United States · Form ADV filed Mar 29, 2024
- Regulatory AUM
- $48.5B Form ADV · Item 5.F
- Client accounts
- 39 Accounts, not individual clients
- Employees
- 112 Reported in this filing
- Advisory professionals
- 97 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory assets under management
Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2021 | $44,331,876,277 | 93 | Mar 31, 2022 |
| 2022 | $44,586,708,474 | 103 | Mar 31, 2023 |
| 2023 | $48,452,616,973 | 112 | Mar 29, 2024 |
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 39 | $48,452,616,973 | 100.0% |
Filing source
Form ADV 1842409 · Mar 29, 2024 · Item 5.D
Reported by STONE POINT CAPITAL LLC (CRD 156521).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Private funds & service providers
39 detailed fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
T-VIII SKOPIMA CO-INVEST LPPrivate Equity Fund$635MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27
Fund details & source
- Fund ID
- 805-3790851962
- Reported beneficial owners
- 19
- Minimum commitment
- $1M
- Form D file number
- 021-397288
Form ADV 1842409 · Mar 29, 2024 · Schedule D 7.B.(1)
Reported by STONE POINT CAPITAL LLC (CRD 156521).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
CEDAR STREET PARTNERS LPPrivate Equity Fund$593MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27
Fund details & source
- Fund ID
- 805-2569680849
- Reported beneficial owners
- 2
- Minimum commitment
- $0
Form ADV 1842409 · Mar 29, 2024 · Schedule D 7.B.(1)
Reported by STONE POINT CAPITAL LLC (CRD 156521).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
T-IX BOOST CO-INVEST LPPrivate Equity Fund$449MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27
Fund details & source
- Fund ID
- 805-7881001967
- Reported beneficial owners
- 23
- Minimum commitment
- $100K
Form ADV 1842409 · Mar 29, 2024 · Schedule D 7.B.(1)
Reported by STONE POINT CAPITAL LLC (CRD 156521).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
TRIDENT IX PROFESSIONALS FUND, L.P.Private Equity Fund$448MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27
FIRST REPUBLIC BANK
LEI YWC0TIKBQM2JV8L4IV08
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221 · LEI 8NAV47T0Y26Q87Y0QP81
Fund details & source
- Fund ID
- 805-9449188299
- Reported beneficial owners
- 153
- Minimum commitment
- $10K
- Form D file number
- 021-402951
Form ADV 1842409 · Mar 29, 2024 · Schedule D 7.B.(1)
Reported by STONE POINT CAPITAL LLC (CRD 156521).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
T-VIII MERCURY CO-INVEST LPPrivate Equity Fund$418MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27
Fund details & source
- Fund ID
- 805-7374203921
- Reported beneficial owners
- 29
- Minimum commitment
- $1M
- Form D file number
- 021-403247
Form ADV 1842409 · Mar 29, 2024 · Schedule D 7.B.(1)
Reported by STONE POINT CAPITAL LLC (CRD 156521).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
TRIDENT VII PROFESSIONALS FUND, L.P.Private Equity Fund$392MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
KPMG LLP
PCAOB 185
BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27
FIRST REPUBLIC BANK
LEI YWC0TIKBQM2JV8L4IV08
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221 · LEI 8NAV47T0Y26Q87Y0QP81
Fund details & source
- Fund ID
- 805-4457692688
- Reported beneficial owners
- 69
- Minimum commitment
- $10K
Form ADV 1842409 · Mar 29, 2024 · Schedule D 7.B.(1)
Reported by STONE POINT CAPITAL LLC (CRD 156521).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
TRIDENT VIII PROFESSIONALS FUND, L.P.Private Equity Fund$372MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27
FIRST REPUBLIC BANK
LEI YWC0TIKBQM2JV8L4IV08
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221 · LEI 8NAV47T0Y26Q87Y0QP81
Fund details & source
- Fund ID
- 805-9849326296
- Reported beneficial owners
- 106
- Minimum commitment
- $10K
Form ADV 1842409 · Mar 29, 2024 · Schedule D 7.B.(1)
Reported by STONE POINT CAPITAL LLC (CRD 156521).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since Mar 31, 2023 · previous imported filing
- Regulatory AUM$44,586,708,474 → $48,452,616,973
- Client accounts35 → 39
- Employees103 → 112
Filing source
Form ADV 1842409 · Mar 29, 2024 · Items 1 & 5
Reported by STONE POINT CAPITAL LLC (CRD 156521).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $48.5B
- Non-discretionary
- $0
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
20 HORSENECK LANEGREENWICH, CT, 06830-6327, United States
CRD 156521
Filing source
Form ADV 1842409 · Mar 29, 2024 · Items 1 & 5
Reported by STONE POINT CAPITAL LLC (CRD 156521).
Annual Updating Amendment for Registered Adviser · fiscal year 2023.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.