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STONE POINT CAPITAL LLC

GREENWICH, CT · CRD 156521 · IAPD ↗ · stonepoint.com · 203-862-2900

$67.63BRegulatory AUM
104Advisory reps
121Employees
0Clients
n/aPlanning clients
59Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

61
April 2025 — STONE POINT CAPITAL LLC grew from 97 to 103 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — STONE POINT CAPITAL LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
65
April 2024 — STONE POINT CAPITAL LLC grew from 87 to 97 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.