STONE POINT CAPITAL LLC

RIASEC RegisteredEst. 2012
Total AUM
$67.6B
Discretionary
$67.6B
100% of AUM
Avg account
$1.1B
Accounts
59
Employees
121
Advisory reps
8

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
156521
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Stone Point Capital LLC is a private equity firm organized as a limited liability company and registered with the SEC since 2012. The firm serves institutional clients and primarily advises pooled investment vehicles, acting as sponsor, general partner and managing member on those vehicles while also operating as an investment adviser and broker-dealer in certain capacities. Its fee mix includes management-style fees tied to assets under management as well as performance-based fees. Stone Point reports that it is an active ESG investor. The firm’s classification in the data is “Private Equity Fund,” and it does not present itself as a capital allocator to external portfolios; instead, its activities center on originating, sponsoring and managing closed-end and pooled private equity investments. The organization’s filings indicate a combination of domestic, foreign and individual ownership interests.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • JACQUELINE GIAMMARCO

    Chief Compliance OfficerCRD 5309069

  • JAMES CAREY

    Partner, Co-Chief Executive OfficerCRD 2656436

  • CHARLES DAVIS

    Chief Executive OfficerCRD 816660

Unlock 2 more executives

Contacts

3 of 3
  • STEPHEN FRIEDMAN

    ChairmanCRD 214729

  • ERIC SANNELLA

    CRD 8246827

  • DAVID WERMUTH

    Co-PresidentCRD 5473034

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
20 Horseneck Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth