Investment adviser · CRD 156521

STONE POINT CAPITAL LLC

GREENWICH, CT, United States · Form ADV filed Mar 31, 2025

Regulatory AUM
$56.8B
Form ADV · Item 5.F
Client accounts
45
Accounts, not individual clients
Employees
122
Reported in this filing
Advisory professionals
103
Investment advisory functions

How this adviser has changed

Annual filings

Regulatory assets under management

Reported regulatory AUM by annual filing$0$28.4B$56.8BFY 2021: $44,331,876,277.00FY 2021FY 2022: $44,586,708,474.00FY 2022FY 2023: $48,452,616,973.00FY 2023FY 2024: $56,767,259,546.00FY 2024

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.

Annual adviser history and sources
Fiscal yearRegulatory AUMEmployeesFiled
2021$44,331,876,27793Mar 31, 2022
2022$44,586,708,474103Mar 31, 2023
2023$48,452,616,973112Mar 29, 2024
2024$56,767,259,546122Mar 31, 2025

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles45$56,767,259,546100.0%
Filing source

Form ADV 1947487 · Mar 31, 2025 · Item 5.D

Reported by STONE POINT CAPITAL LLC (CRD 156521).

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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

1 selected fund records

Largest 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.

View all funds in this filing

TRIDENT X US FUND, L.P.Private Equity Fund · Master$4.18BGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator STANDISH MANAGEMENT, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: Yes Other funds reporting this name →
Custodian BANK OF AMERICA STAMFORD, Connecticut, United States Related to adviser: No Other funds reporting this name →
Marketer AQUEDUCT CAPITAL GROUP, LLC CHARLOTTE, North Carolina, United States Related to adviser: No Other funds reporting this name →
Marketer ICAPITAL MARKETS LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Marketer MAGENTA CAPITAL SERVICES LTD. BRITISH WEST INDIES, Anguilla Related to adviser: No Other funds reporting this name →
Marketer TRANSPACIFIC GROUP (ASIA) LIMITED HONG KONG, China Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27

AQUEDUCT CAPITAL GROUP, LLC
CRD 131452 · SEC 8-66464

ICAPITAL MARKETS LLC
CRD 118219 · SEC 8-53640

Fund details & source
Fund ID
805-9838696021
Reported beneficial owners
117
Minimum commitment
$2M
Form D file number
021-513851

Form ADV 1947487 · Mar 31, 2025 · Schedule D 7.B.(1)

Reported by STONE POINT CAPITAL LLC (CRD 156521).

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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 Jul 3, 2024 · previous imported filing

  • Regulatory AUM$48,452,616,973 → $56,767,259,546
  • Client accounts39 → 45
  • Employees112 → 122
Filing source

Form ADV 1947487 · Mar 31, 2025 · Items 1 & 5

Reported by STONE POINT CAPITAL LLC (CRD 156521).

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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
$56.8B
Non-discretionary
$0

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

20 HORSENECK LANE
GREENWICH, CT, 06830-6327, United States

CRD 156521

Filing source

Form ADV 1947487 · Mar 31, 2025 · Items 1 & 5

Reported by STONE POINT CAPITAL LLC (CRD 156521).

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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.