Stone Point Capital Llc
SEC-registered
Private Fund Manager · Large ($10B–$100B)
CRD 156521
· SEC file 801-74033
· Greenwich, CT
· WWW.STONEPOINT.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $67.6B
- Discretionary
- $67.6B
- Clients
- 59
- Avg AUM / client
- $1.1B
- Accounts
- 59
- Employees
- 121
AUM over time
$7.9B
$67.6B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Investments (13F portfolio — 1 positions, $21,893,457)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Eagle Pt Cr Co Llc | COM | $21,893,457 | 5,822,728 | 100.0% | 0.03% |
Top 25 of 1 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 59 | $67.6B | 100.0% |
Private funds (39)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $49.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Trident Vii, L.P. master | Private Equity Fund | Cayman Islands | $7.9B | 132 |
| Trident Ix, L.P. | Private Equity Fund | Cayman Islands | $6.3B | 151 |
| Trident Viii, L.P. | Private Equity Fund | Cayman Islands | $6.1B | 129 |
| Trident Ix Parallel Fund, L.P. | Private Equity Fund | Cayman Islands | $4.5B | 76 |
| Trident Vii Parallel Fund, L.P. master | Private Equity Fund | Cayman Islands | $3.8B | 47 |
| Trident Viii Parallel Fund, L.P. | Private Equity Fund | Cayman Islands | $3.8B | 59 |
| Trident Vi, L.P. master | Private Equity Fund | Cayman Islands | $2.6B | 134 |
| Trident Vi Parallel Fund, L.P. master | Private Equity Fund | Cayman Islands | $1.9B | 43 |
| T Viii Celestial Co Invest Lp | Private Equity Fund | Delaware | $1.5B | 87 |
| Trident V, L.P. master | Private Equity Fund | Cayman Islands | $1.3B | 147 |
| T Viii Co Invest A Lp | Private Equity Fund | Delaware | $1.1B | 39 |
| Trident V Parallel Fund, L.P. master | Private Equity Fund | Cayman Islands | $945M | 45 |
| Trident Vii Co Invest A Lp | Private Equity Fund | Delaware | $842M | 36 |
| T Vi Co Invest A Lp | Private Equity Fund | Delaware | $731M | 5 |
| T Viii Skopima Co Invest Lp | Private Equity Fund | Delaware | $635M | 19 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Equity League Pension Trust Fund Board Of Trustees Of The Equity League Pension Trust Fund | 2024 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carey, James, Dawson | Co Ceo And Member Of Spc Field Partners Llc | May 2005 (21y) | Less than 5% | |
| Davis, Charles, Arthur | Chairman, Co Ceo And Member Of Spc Field Partners Llc | May 2005 (21y) | ≈ 18.75% – 50% via Spc Field Partners Llc | |
| Friedman, Stephen, Nmn | Senior Chairman And Member Of Spc Field Partners Llc | May 2005 (21y) | Less than 5% | |
| Wermuth, David, Jay | Co President, General Counsel, Chief Operating Officer And Member Of Spc Field Partners Llc | May 2005 (21y) | Less than 5% | |
| Zerbib, Nicolas, David | Co President, Chief Investment Officer And Member Of Spc Field Partners Llc | May 2005 (21y) | Less than 5% | |
| Giammarco, Jacqueline, Michelle | Chief Compliance Officer | Jan 2012 (15y) | Less than 5% | |
| Devino, Sally, A. | Chief Financial Officer | Jan 2022 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Spc Field Partners Llc | Owner Of Class A Common Units Of Stone Point Capital Llc | Dec 2013 | A | 75% or more |
| Wafra Granite Associates L.P. | Owner Of Class B Common Units Of Stone Point Capital Llc | Dec 2013 | A | 10% – 25% |
| Wafra Inc. | Shareholder Of W Global Holdings Gp Ltd. | Dec 2012 | B | 75% or more of W Global Holdings Gp Ltd. (indirect) |
| Wafra Intervest Corporation Ltd. | Shareholder Of Wafra Inc. | Dec 2012 | B | 75% or more of Wafra Inc. (indirect) |
| The Public Institution For Social Security | Shareholder Of Wafra International Investment Company K.S.C.C. | Dec 2012 | B | 75% or more of Wafra International Investment Company K.S.C.C. (indirect) |
| Wafra Global Holdings L.P. | Shareholder Of Wafra Granite Holdings Inc. | Dec 2012 | B | ≈ 0.47% – 6.25% via Wafra Granite Holdings Inc. |
| Wafra International Investment Company K.S.C.C. | Shareholder Of Wafra Intervest Corporation Ltd. | Nov 2020 | B | 75% or more of Wafra Intervest Corporation Ltd. (indirect) |
| Wic Global Holdings L.P. | Shareholder Of Wafra Marble Holdings Iii Ltd. | Aug 2020 | B | ≈ 0.47% – 6.25% via Wafra Marble Holdings Iii Ltd. |
| Wafra Financial & Management Services Ltd. | Shareholder Of Watson Holdings Gp Ltd. | Mar 2021 | B | 75% or more of Watson Holdings Gp Ltd (indirect) |
| Wafra Marble Holdings Ltd. | Limited Partner Of Watson Holdings Ii Lp | Mar 2021 | B | ≈ 1.25% – 9.38% via Watson Holdings Ii Lp |
| Wafra Granite Holdings Iii Inc. | Limited Partner Of Wafra Global Holdings Iii Lp | Feb 2020 | B | ≈ 1.25% – 9.38% via Wafra Global Holdings Iii Lp |
| Watson Holdings Lp | Limited Partner Of Wafra Granite Associates L.P. | Jun 2021 | B | ≈ 2.5% – 12.5% via Wafra Granite Associates L.P. |
| Watson Holdings Ii Lp | Limited Partner Of Wafra Granite Associates L.P. | Jun 2021 | B | ≈ 2.5% – 12.5% via Wafra Granite Associates L.P. |
| Wafra Global Holdings Iii Lp | Limited Partner Of Wafra Granite Associates L.P. | Jun 2021 | B | ≈ 2.5% – 12.5% via Wafra Granite Associates L.P. |
| Wafra Granite Holdings Inc. | Limited Partner Of Watson Holdings Ii Lp | Mar 2021 | B | ≈ 0.63% – 6.25% via Watson Holdings Ii Lp |
| Wafra Marble Holdings Iii Ltd. | Limited Partner Of Wafra Global Holdings Iii Lp | Feb 2020 | B | ≈ 0.63% – 6.25% via Wafra Global Holdings Iii Lp |
| Wafra Gh Gp L.P. | General Partner Of Wafra Granite Associates L.P. | Dec 2012 | B | GP / trustee / elected manager of Wafra Granite Associates L.P. (indirect) |
| W Global Holdings Gp Ltd. | General Partner Of Wafra Gh Gp L.P. | Dec 2012 | B | GP / trustee / elected manager of Wafra Gh Gp L.P. (indirect) |
| Watson Holdings Gp Ltd | General Partner Of Watson Holdings Lp | Mar 2021 | B | GP / trustee / elected manager of Watson Holdings Lp (indirect) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Davis, Charles, Arthur: 25% – 50% of Spc Field Partners Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Wafra Global Holdings L.P.: 75% – 100% of Wafra Granite Holdings Inc. × 25% – 50% of Watson Holdings Ii Lp × 25% – 50% of Wafra Granite Associates L.P. × 10% – 25% direct ≈ 0.47% – 6.25% of the firm
- Wic Global Holdings L.P.: 75% – 100% of Wafra Marble Holdings Iii Ltd. × 25% – 50% of Wafra Global Holdings Iii Lp × 25% – 50% of Wafra Granite Associates L.P. × 10% – 25% direct ≈ 0.47% – 6.25% of the firm
- Wafra Marble Holdings Ltd.: 50% – 75% of Watson Holdings Ii Lp × 25% – 50% of Wafra Granite Associates L.P. × 10% – 25% direct ≈ 1.25% – 9.38% of the firm
- Wafra Granite Holdings Iii Inc.: 50% – 75% of Wafra Global Holdings Iii Lp × 25% – 50% of Wafra Granite Associates L.P. × 10% – 25% direct ≈ 1.25% – 9.38% of the firm
- Watson Holdings Lp: 25% – 50% of Wafra Granite Associates L.P. × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Watson Holdings Ii Lp: 25% – 50% of Wafra Granite Associates L.P. × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Wafra Global Holdings Iii Lp: 25% – 50% of Wafra Granite Associates L.P. × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Wafra Granite Holdings Inc.: 25% – 50% of Watson Holdings Ii Lp × 25% – 50% of Wafra Granite Associates L.P. × 10% – 25% direct ≈ 0.63% – 6.25% of the firm
- Wafra Marble Holdings Iii Ltd.: 25% – 50% of Wafra Global Holdings Iii Lp × 25% – 50% of Wafra Granite Associates L.P. × 10% – 25% direct ≈ 0.63% – 6.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (39, $49.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Trident Vii, L.P. | Private Equity Fund | $7.9B | $1.0M | 132 |
| Trident Ix, L.P. | Private Equity Fund | $6.3B | $2.0M | 151 |
| Trident Viii, L.P. | Private Equity Fund | $6.1B | $1.0M | 129 |
| Trident Ix Parallel Fund, L.P. | Private Equity Fund | $4.5B | $2.0M | 76 |
| Trident Vii Parallel Fund, L.P. | Private Equity Fund | $3.8B | $2.0M | 47 |
| Trident Viii Parallel Fund, L.P. | Private Equity Fund | $3.8B | $2.0M | 59 |
| Trident Vi, L.P. | Private Equity Fund | $2.6B | $1.0M | 134 |
| Trident Vi Parallel Fund, L.P. | Private Equity Fund | $1.9B | $2.0M | 43 |
| T Viii Celestial Co Invest Lp | Private Equity Fund | $1.5B | $1.0M | 87 |
| Trident V, L.P. | Private Equity Fund | $1.3B | $1.0M | 147 |
| T Viii Co Invest A Lp | Private Equity Fund | $1.1B | $1.0M | 39 |
| Trident V Parallel Fund, L.P. | Private Equity Fund | $945M | $2.0M | 45 |
| Trident Vii Co Invest A Lp | Private Equity Fund | $842M | $1.0M | 36 |
| T Vi Co Invest A Lp | Private Equity Fund | $731M | $1.0M | 5 |
| T Viii Skopima Co Invest Lp | Private Equity Fund | $635M | $1.0M | 19 |
| Cedar Street Partners Lp | Private Equity Fund | $593M | $0 | 2 |
| T Ix Boost Co Invest Lp | Private Equity Fund | $449M | $100K | 23 |
| Trident Ix Professionals Fund, L.P. | Private Equity Fund | $448M | $10.0K | 153 |
| T Viii Mercury Co Invest Lp | Private Equity Fund | $418M | $1.0M | 29 |
| Trident Vii Professionals Fund, L.P. | Private Equity Fund | $392M | $10.0K | 69 |
| Trident Viii Professionals Fund, L.P. | Private Equity Fund | $372M | $10.0K | 106 |
| T Ix Butterfly Co Invest Lp | Private Equity Fund | $369M | $0 | 10 |
| T Ix Ferdinand Co Invest A, Lp | Private Equity Fund | $283M | $0 | 6 |
| Trident Iv, L.P. | Private Equity Fund | $259M | $500K | 108 |
| Trident Vii Affiliated Fund, L.P. | Private Equity Fund | $245M | $250K | 90 |
Top 25 of 39 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Equity League Pension Trust Fund | Board Of Trustees Of The Equity League Pension Trust Fund | 22,180 | $2.4B | 06/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 13.6 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • ADVISORY, MONITORING, AND CERTAIN OTHER RELATED FEES.
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗