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