STONE POINT CAPITAL LLC

Latest filing: Jul 03, 2024 (119 days ago)

AUM

$48,452,616,973
9% change vs. 1 year ago
76% change vs. 3 years ago
170% change vs. 5 years ago
319% change vs. 10 years ago

Employee Count

112
9% change vs. 1 year ago
32% change vs. 3 years ago
75% change vs. 5 years ago
155% change vs. 10 years ago

Main Office

GREENWICH, CT
20 HORSENECK LANE, GREENWICH, CT, UNITED STATES, 06830-6327

Client AUM

Discretion AUM
Discretionary $48.5
Non-Discretionary $0.0
Total $48.5
Client AUM
Retail $0.0
Pooled $48.5
Institutional $0.0
Total $48.5
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
SOUND POINT CAPITAL MANAGEMENT, LP $38.4 157479
STONE POINT CREDIT ADVISER LLC $6.1 310377
LEARGAS CAPITAL LLC $0.0 326613
SPC CAPITAL MARKETS LLC $0.0 broker-dealer 304381
SPC OPPS FUND GP, L.P. $0.0 -
OVERLAND POINT GP, LLC $0.0 -
TRIDENT CAPITAL VII, L.P. $0.0 -
TRIDENT CAPITAL VIII, L.P. $0.0 -
TRIDENT CAPITAL V-PF, L.P. $0.0 -
TRIDENT CAPITAL IX, L.P. $0.0 -
TRIDENT CAPITAL VI, L.P. $0.0 -
STONE POINT GP LTD. $0.0 -
TRIDENT CAPITAL V, L.P. $0.0 -
TRIDENT CAPITAL IV, L.P. $0.0 -
SPC ALMOND POINT GP, LLC $0.0 -
SPC OPPS FUND II GP, L.P. $0.0 -
SPC LIQUID CREDIT FUND GP, LLC $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

36 active

Name Title
CAREY, JAMES, DAWSON PRESIDENT AND MEMBER OF SPC FIELD PARTNERS LLC
DAVIS, CHARLES, ARTHUR CHAIRMAN, CHIEF EXECUTIVE OFFICER AND MEMBER OF SPC FIELD PARTNERS LLC, MEMBER OF SPC FIELD PARTNERS LLC
FRIEDMAN, STEPHEN, NMN SENIOR CHAIRMAN AND MEMBER OF SPC FIELD PARTNERS LLC
WERMUTH, DAVID, JAY GENERAL COUNSEL, CHIEF OPERATING OFFICER AND MEMBER OF SPC FIELD PARTNERS LLC
ZERBIB, NICOLAS, DAVID CHIEF INVESTMENT OFFICER AND MEMBER OF SPC FIELD PARTNERS LLC
GIAMMARCO, JACQUELINE, MICHELLE CHIEF COMPLIANCE OFFICER
DEVINO, SALLY, A. CHIEF FINANCIAL OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $48.5 $0.0 0% 112 0 0%
2024-04-02 $48.5 $0.0 0% 112 0 0%
2023-04-04 $44.6 $3.9 9% 103 9 9%
2022-04-01 $44.3 $4.1 9% 93 19 20%
2021-04-05 $27.5 $21.0 76% 85 27 32%
2020-04-01 $25.7 $22.7 88% 76 36 47%
2019-04-01 $17.9 $30.5 170% 64 48 75%
2018-04-02 $16.8 $31.7 188% 63 49 78%
2017-04-01 $16.6 $31.8 191% 50 62 124%
2016-04-01 $10.8 $37.6 348% 50 62 124%
2015-04-01 $10.8 $37.6 347% 50 62 124%
2014-04-01 $11.6 $36.9 319% 44 68 155%
2013-04-01 $8.2 $40.3 494% 41 71 173%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
CT, CT-03/31/2022, FL-03/31/2022, NY-03/31/2022, TX-03/31/2022
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (POOLS)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV