STONE POINT CAPITAL LLC: Investment Adviser Form ADV Filing

How this adviser has changed

Annual filings

Regulatory assets under management

Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.

Annual adviser history and sources
Fiscal year	Regulatory AUM	Employees	Filed
2021	$44,331,876,277	93	Mar 31, 2022
2022	$44,586,708,474	103	Mar 31, 2023
2023	$48,452,616,973	112	Mar 29, 2024
2024	$56,767,259,546	122	Mar 31, 2025

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	45	$56,767,259,546	100.0%

Filing source

Form ADV 1947487 · Mar 31, 2025 · Item 5.D

Reported by STONE POINT CAPITAL LLC (CRD 156521).

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Private funds & service providers

1 selected fund records

Largest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.

View all funds in this filing

TRIDENT X PROFESSIONALS FUND, L.P.Private Equity Fund$326MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Trident X Professionals Fund, L.P.

Fund administrator STANDISH MANAGEMENT, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Custodian JPMORGAN CHASE & CO. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27

Fund details & source

Fund ID: 805-9049028786
Reported beneficial owners: 7
Minimum commitment: $10K
Form D file number: 021-513854

Form ADV 1947487 · Mar 31, 2025 · Schedule D 7.B.(1)

Reported by STONE POINT CAPITAL LLC (CRD 156521).

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Services & filing details

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

Since Jul 3, 2024 · previous imported filing

Regulatory AUM$48,452,616,973 → $56,767,259,546
Client accounts39 → 45
Employees112 → 122

Filing source

Form ADV 1947487 · Mar 31, 2025 · Items 1 & 5

Reported by STONE POINT CAPITAL LLC (CRD 156521).

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Management of assets

Discretionary: $56.8B
Non-discretionary: $0

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

20 HORSENECK LANE
GREENWICH, CT, 06830-6327, United States

CRD 156521

Filing source

Form ADV 1947487 · Mar 31, 2025 · Items 1 & 5

Reported by STONE POINT CAPITAL LLC (CRD 156521).

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.