Investment adviser · CRD 156521

STONE POINT CAPITAL LLC

GREENWICH, CT, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$67.6B
Form ADV · Item 5.F
Client accounts
59
Accounts, not individual clients
Employees
121
Reported in this filing
Advisory professionals
104
Investment advisory functions

How this adviser has changed

Annual filings

Regulatory assets under management

Reported regulatory AUM by annual filing$0$33.8B$67.6BFY 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 2024FY 2025: $67,625,202,830.00FY 2025

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
2025$67,625,202,830121Mar 31, 2026

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 vehicles59$67,625,202,830100.0%
Filing source

Form ADV 2065962 · Mar 31, 2026 · Item 5.D

Reported by STONE POINT CAPITAL LLC (CRD 156521).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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

59 detailed 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.

T-IX CO-INVEST - SW LPPrivate Equity Fund$136MGross asset value
Fund administrator STANDISH MANAGEMENT, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor KPMG LLP GRAND CAYMAN, Cayman Islands Other funds reporting this name →
Custodian BANK OF AMERICA STAMFORD, Connecticut, United States Related to adviser: No Other funds reporting this name →
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
805-3410555119
Reported beneficial owners
2
Minimum commitment
$2M

Form ADV 2065962 · Mar 31, 2026 · Schedule D 7.B.(1)

Reported by STONE POINT CAPITAL LLC (CRD 156521).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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.

STONE POINT FEEDER FUND X, L.P.Private Equity Fund · Feeder$128MGross 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: No Other funds reporting this name →
Auditor KPMG LLP NEW YORK, New York, United States Other funds reporting this name →
Custodian BANK OF AMERICA STAMFORD, Connecticut, United States Related to adviser: No Other funds reporting this name →
Marketer J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

KPMG LLP
PCAOB 185

BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 801-3702

Fund details & source
Fund ID
805-2041523898
Reported beneficial owners
47
Minimum commitment
$1M
Form D file number
021-524634

Form ADV 2065962 · Mar 31, 2026 · Schedule D 7.B.(1)

Reported by STONE POINT CAPITAL LLC (CRD 156521).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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-X ULTRA CO-INVEST LPPrivate Equity Fund$116MGross asset value
Fund administrator STANDISH MANAGEMENT, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor KPMG LLP NEW YORK, New York, United States Other funds reporting this name →
Custodian BANK OF AMERICA STAMFORD, Connecticut, United States Related to adviser: No Other funds reporting this name →
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
805-3632633902
Reported beneficial owners
10
Minimum commitment
$0

Form ADV 2065962 · Mar 31, 2026 · Schedule D 7.B.(1)

Reported by STONE POINT CAPITAL LLC (CRD 156521).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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-X BADGER CO-INVEST LPPrivate Equity Fund$106MGross asset value
Fund administrator STANDISH MANAGEMENT, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor KPMG LLP NEW YORK, New York, United States Other funds reporting this name →
Custodian BANK OF AMERICA STAMFORD, Connecticut, United States Related to adviser: No Other funds reporting this name →
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
805-3098611896
Reported beneficial owners
2
Minimum commitment
$0

Form ADV 2065962 · Mar 31, 2026 · Schedule D 7.B.(1)

Reported by STONE POINT CAPITAL LLC (CRD 156521).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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.

STONE POINT DE PARALLEL FUND VIII, L.P.Private Equity Fund$74.8MGross 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: No Other funds reporting this name →
Auditor KPMG LLP NEW YORK, New York, United States Other funds reporting this name →
Custodian BANK OF AMERICA STAMFORD, Connecticut, United States Related to adviser: No Other funds reporting this name →
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221 · LEI 8NAV47T0Y26Q87Y0QP81

Fund details & source
Fund ID
805-7950824448
Reported beneficial owners
15
Minimum commitment
$2M
Form D file number
021-339683

Form ADV 2065962 · Mar 31, 2026 · Schedule D 7.B.(1)

Reported by STONE POINT CAPITAL LLC (CRD 156521).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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.

STONE POINT PROFESSIONALS FUND VI, L.P.Private Equity Fund$73.9MGross 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: No Other funds reporting this name →
Auditor KPMG LLP GRAND CAYMAN, Cayman Islands Other funds reporting this name →
Custodian BANK OF AMERICA STAMFORD, Connecticut, United States Related to adviser: No Other funds reporting this name →
Custodian JPMORGAN CHASE & CO. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221 · LEI 8NAV47T0Y26Q87Y0QP81

Fund details & source
Fund ID
805-7247681260
Reported beneficial owners
41
Minimum commitment
$10K
Form D file number
021-209508

Form ADV 2065962 · Mar 31, 2026 · Schedule D 7.B.(1)

Reported by STONE POINT CAPITAL LLC (CRD 156521).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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.

SEVERN CO-INVEST LPPrivate Equity Fund$62.1MGross asset value
Fund administrator STANDISH MANAGEMENT, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor KPMG LLP NEW YORK, New York, United States Other funds reporting this name →
Custodian BANK OF AMERICA STAMFORD, Connecticut, United States Related to adviser: No Other funds reporting this name →
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
805-6612538144
Reported beneficial owners
2
Minimum commitment
$0

Form ADV 2065962 · Mar 31, 2026 · Schedule D 7.B.(1)

Reported by STONE POINT CAPITAL LLC (CRD 156521).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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, 2025 · previous imported filing

  • Regulatory AUM$56,767,259,546 → $67,625,202,830
  • Client accounts45 → 59
  • Employees122 → 121
Filing source

Form ADV 2065962 · Mar 31, 2026 · Items 1 & 5

Reported by STONE POINT CAPITAL LLC (CRD 156521).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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
$67.6B
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 2065962 · Mar 31, 2026 · Items 1 & 5

Reported by STONE POINT CAPITAL LLC (CRD 156521).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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.