Form D · Private Equity Fund

Trident IX Parallel Fund, L.P.

Greenwich, CT · CIK 0001867624

Offering snapshot reported Aug 4, 2022 · SEC filing

Reported sold
$3.66B
Indefinite offering
Investors reported
75
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jun 18, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.83B$3.66BJun 15, 2021Jun 15, 2022: $3,620,404,420.00Aug 4, 2022: $3,664,904,420.00Aug 4, 2022

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

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Aug 4, 2022Amendment$3,664,904,420No comparison75SEC filing
Jun 15, 2022Amendment$3,620,404,420No comparison67SEC filing
Jun 15, 2021InitialYet to sellNo comparisonNot reportedSEC 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
021-402948

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 PARALLEL FUND IX, L.P.

Investment adviser: STONE POINT CAPITAL LLC

Gross asset value
$5.77B
Beneficial owners
78
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: 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 asset history · 5 annual observations Gross asset value by annual ADV filing$0$2.89B$5.77BFY 2021: $3,450,662,686.00FY 2021FY 2022: $3,927,970,767.00FY 2022FY 2023: $4,541,547,120.00FY 2023FY 2024: $5,057,544,848.00FY 2024FY 2025: $5,770,380,625.00FY 2025

Scroll to see all columns →

Fiscal yearGross assetsBeneficial ownersADV filed
2021$3,450,662,68652Mar 31, 2022
2022$3,927,970,76775Mar 31, 2023
2023$4,541,547,12076Mar 29, 2024
2024$5,057,544,84879Mar 31, 2025
2025$5,770,380,62578Mar 31, 2026
Filing source

Form ADV 2065962 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-7508456975

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
NameReported 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