Form D · Private Equity Fund

Trident IX, L.P.

Greenwich, CT · CIK 0001867636

Offering snapshot reported Aug 4, 2022 · SEC filing

Reported sold: $5.05B
Investors reported: 148
Minimum accepted: $0
First sale: Jun 18, 2021

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 4, 2022	Amendment	$5,054,425,580	No comparison	148	SEC filing
Jun 15, 2022	Amendment	$5,044,425,580	No comparison	147	SEC filing
Jun 15, 2021	Initial	Yet to sell	No comparison	Not reported	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-402946

Source: Form D, filed Aug 4, 2022. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

STONE POINT FUND IX, L.P.

Investment adviser: STONE POINT CAPITAL LLC

Gross asset value: $7.93B
Beneficial owners: 162
ADV minimum commitment: $2M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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 asset history · 5 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2021	$4,550,074,665	113	Mar 31, 2022
2022	$5,420,037,730	149	Mar 31, 2023
2023	$6,258,060,643	151	Mar 29, 2024
2024	$6,989,042,449	151	Mar 31, 2025
2025	$7,928,279,556	162	Mar 31, 2026

Filing source

Form ADV 2065962 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-7789485145

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.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Trident Capital Ix, L.P.	Promoter
David J. Wermuth	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

Stone Point Capital Llc 20 Horseneck Lane
Greenwich, CT, 06830
Phone: 203-862-2900