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 organized as a limited liability company that operates as a private equity fund manager focused on institutional clients. The firm has been SEC-registered since 2012 and reports advisory activity primarily as portfolio management for pooled investment vehicles. It acts in sponsor and GP capacities for pooled vehicles and is affiliated with broker-dealer and other investment-adviser activities, indicating an integrated model that originates, sponsors and manages private funds. Compensation is a combination of AUM-based fees and performance fees, consistent with private-equity economics. The firm identifies itself as an active ESG investor, which suggests ESG analysis is applied to underwriting or portfolio monitoring, though specific processes or reporting are not provided in the source data. Stone Point is not described as a capital allocator or a multi-state adviser, and it does not present itself as a pension consultant or related adviser under the available information.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 6
  • Jacqueline Giammarco

    Jacqueline Giammarco

    Chief Compliance OfficerCRD 5309069

  • James Carey

    James Carey

    Partner, Co-Chief Executive OfficerCRD 2656436

  • Charles Davis

    Charles Davis

    Chief Executive OfficerCRD 816660

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Contacts

2 of 2
  • Stephen Friedman

    Stephen Friedman

    ChairmanCRD 214729

  • David Wermuth

    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