Form D · Private Equity Fund

T-IX Butterfly Co-Invest LP

Greenwich, CT · CIK 0001964974

Offering snapshot reported May 7, 2024 · SEC filing

Reported sold: $975M
Investors reported: 47
Minimum accepted: $0
First sale: Feb 23, 2023

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$200,000,000 → $974,900,000
Reported investors2 → 47

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 7, 2024	Amendment	$974,900,000	$774,900,000vs Mar 9, 2023	47	SEC filing
Mar 9, 2023	Initial	$200,000,000	No comparison	2	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-475387

Source: Form D, filed May 7, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

T-IX BUTTERFLY CO-INVEST LP

Investment adviser: STONE POINT CAPITAL LLC

Gross asset value: $1.5B
Beneficial owners: 54
ADV minimum commitment: $0

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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 →

Auditor KPMG LLP NEW YORK, New York, United States Other funds reporting this name →

Custodian BANK OF AMERICA STAMFORD, Connecticut, United States Related to adviser: No Other funds reporting this name →

Provider details

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

KPMG LLP
PCAOB 185

BANK OF AMERICA
LEI B4TYDEB6GKMZO031MB27

Fund asset history · 3 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2023	$368,724,945	10	Mar 29, 2024
2024	$1,372,497,958	54	Mar 31, 2025
2025	$1,501,265,722	54	Mar 31, 2026

Filing source

Form ADV 2065962 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-2839431112

Reported by STONE POINT CAPITAL LLC (CRD 156521).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

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.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Trident Capital Ix, L.P.	Promoter
David J. Wermuth	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

Stone Point Capital Llc 20 Horseneck Lane
Greenwich, CT, 06830
Phone: 203-862-2900