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Stone Point Capital

SEC-registered adviser since 2012Greenwich, CTCRD 156521

$67.6B
AUM
59
Clients
See fees
Fee
104
Advisory staff

From Form ADV filed 31 March 2026 · data retrieved 15 October 2026SEC record

Stone Point Capital is an investment adviser headquartered in Greenwich, Connecticut, and registered with the SEC since 2012. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management, performance-based fees and other arrangements. SPC Field Partners LLC owns 75% or more of Stone Point Capital, and James Carey is its CEO.

Clients

Stone Point Capital serves 59 clients. The average client has about $1.15 billion with the firm.

Regulatory assets by client type
  • Pooled investment vehicles59 clients100%
Show client breakdown
Pooled investment vehicles
Clients
59
Regulatory AUM
$67,625,202,830
Share
100.0%
Avg. per client
$1.15B

Total

Clients
59
Regulatory AUM
$67,625,202,830
Share
100%
Avg. per client
$1.15B

What it does

Stone Point Capital provides portfolio management for pooled vehicles. It is paid through a percentage of assets, performance-based fees and other arrangements.

Stone Point Capital advises 59 private funds.

100.0% of assets ($67.63B across 59 accounts) are managed with discretion. 42% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Stone Point Capital has custody of $44.57B for 59 clients.

Managed account assets by custodian
  • All other custodians$67.63B100%

Ownership and leadership

SPC Field Partners LLC owns 75% or more of Stone Point Capital, and James Carey is its CEO.

Who owns the firm
Stone Point Capital LLC· the adviser

  • SPC Field Partners LLC

    Control person · since December 2013

    Owns 75% or more of Stone Point Capital LLC

  • Wafra Granite Associates L.P.

    since December 2013

    Owns 10% to 25% of Stone Point Capital LLC

Leadership

  • James Carey
    Co-Chief Executive Officer
  • Charles Davis
    Chairman & Co-Chief Executive Officer
  • David Wermuth
    Co-President, General Counsel, Chief Operating Officer
  • Nicolas Zerbib
    Co-President & Chief Investment Officer
  • Sally Devino
    Chief Financial Officer
  • Eric Sannella
    Chief Financial Officer - Pe
  • Jacqueline Giammarco
    Chief Compliance Officer
  • Stephen Friedman
    Senior Chairman

Staff

  • 121 employees
  • 104 in advisory functions
  • 13 broker-dealer reps

Reported holdings

Stone Point Capital’s reported 13F holdings total $21.7M across 1 positions, and the ten largest make up 100.0% of it.

$21.7M
Reported 13F value
1
Positions
100.0%
In the 10 largest
−1.1%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Eagle PT CR CO LLC100.0%

Together, the ten largest are 100.0% of reported value.

The 1 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 10 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $21.7M is not its $67.63B in regulatory assets and does not represent any individual client's portfolio.

Fees

Stone Point Capital is paid through a percentage of assets under management, performance-based fees and other.

Stone Point Capital’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Stone Point Capital has 2 offices, with 3 listed addresses across 3 states.

Listed office addresses by state

Connecticut · 1 listed address

  • 20 Horseneck Lane, GreenwichHQ

Registration details

Legal name
Stone Point Capital LLC
Headquarters
20 Horseneck Lane, Greenwich, CT 06830-6327
Phone
203-862-2900
Website
www.stonepoint.com
SEC file
801-74033
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Stone Point Capital have?

Stone Point Capital has 59 clients and manages $67.6 billion for them, as of March 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026

What services does Stone Point Capital offer?

Stone Point Capital provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Stone Point Capital have?

Stone Point Capital has 0 investment adviser representatives registered with state securities authorities, out of 121 employees, and 104 perform investment advisory functions. 13 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Stone Point Capital?

Stone Point Capital is owned through a chain of holding companies by the Public Institution for Social Security, Wafra Global Holdings L.P., Charles Davis, Wafra Marble Holdings LTD., Wafra Granite Holdings III Inc. and 2 others. Its direct owners are Wafra Granite Associates L.P. (10% to 25%) and SPC Field Partners LLC (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026

How does Stone Point Capital get paid?

Stone Point Capital is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 31 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 156521.
  3. Form 13F-HR, filed 10 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Stone Point Capital LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.