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.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Custodian · funds reporting this exact name in the selected filing

These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.

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.

STONE POINT FUND IX, L.P.Private Equity Fund$7.93BGross 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 →
Auditor CITRIN COOPERMAN & COMPANY, 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 →
Marketer LAZARD FRERES & CO. 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

CITRIN COOPERMAN & COMPANY, LLP
PCAOB 2468

BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27

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

LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595

Fund details & source
Fund ID
805-7789485145
Reported beneficial owners
162
Minimum commitment
$2M
Form D file number
021-402946

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 FUND X, L.P.Private Equity Fund · Master$6.27BGross 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 →
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 →
Marketer HARRIS WILLIAMS PRIMARY FUND PLACEMENT 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 →

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

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

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

HARRIS WILLIAMS PRIMARY FUND PLACEMENT LLC
CRD 131452 · SEC 8-66464

ICAPITAL MARKETS LLC
CRD 118219 · SEC 8-53640

Fund details & source
Fund ID
805-9838696021
Reported beneficial owners
164
Minimum commitment
$2M
Form D file number
021-513851

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 PARALLEL FUND X, L.P.Private Equity Fund · Master$5.97BGross 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 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 →
Marketer HARRIS WILLIAMS PRIMARY FUND PLACEMENT 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 →

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

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

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

HARRIS WILLIAMS PRIMARY FUND PLACEMENT LLC
CRD 131452 · SEC 8-66464

ICAPITAL MARKETS LLC
CRD 118219 · SEC 8-53640

Fund details & source
Fund ID
805-4141395571
Reported beneficial owners
124
Minimum commitment
$2M
Form D file number
021-513852

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 PARALLEL FUND IX, L.P.Private Equity Fund$5.77BGross 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 CITRIN COOPERMAN & COMPANY, 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 →
Marketer LAZARD FRERES & CO. 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

CITRIN COOPERMAN & COMPANY, LLP
PCAOB 2468

BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27

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

LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595

Fund details & source
Fund ID
805-7508456975
Reported beneficial owners
78
Minimum commitment
$2M
Form D file number
021-402948

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 FUND VII, L.P.Private Equity Fund · Master$5.74BGross 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 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
805-9547674504
Reported beneficial owners
136
Minimum commitment
$1M
Form D file number
021-270912

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 FUND VIII, L.P.Private Equity Fund$5.73BGross 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 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
805-4824686127
Reported beneficial owners
138
Minimum commitment
$1M
Form D file number
021-333339

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 CV, L.P.Private Equity Fund$3.72BGross 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
805-4775310855
Reported beneficial owners
45
Minimum commitment
$1M
Form D file number
021-558781

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.