STONE POINT CAPITAL LLC

CRD 156521File 801-74033

APPROVED

Custody

Filing as of Mar 31, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$67.63B

Top 10% of cohort (national)

Discretionary AUM

$67.63B

Clients

59 accounts

Employees

121

Top 10% of cohort in CT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Mar 30, 2012
Principal office: 20 HORSENECK LANE, GREENWICH, CT, 06830-6327
Phone: 203-862-2900
Website: HTTP://WWW.STONEPOINT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $67.63B
Discretionary AUM: $67.63B
Non-discretionary AUM: $0
Discretionary accounts: 59
Non-discretionary accounts: 0
Total accounts: 59
AUM per client: $1.15B

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	59	$67.63B

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — ADVISORY, MONITORING, AND CERTAIN OTHER RELATED FEES.
Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	122	121	decreased by1
Apr 1, 2026	Clients	45	59	increased by14
Apr 1, 2026	AUM	$56,767,259,546	$67,625,202,830	increased by$10,857,943,284
Apr 1, 2026	Accounts	45	59	increased by14
May 1, 2025 vs Oct 1, 2022	Employees	93	122	increased by29
May 1, 2025 vs Oct 1, 2022	Clients	34	45	increased by11
May 1, 2025 vs Oct 1, 2022	AUM	$44,331,876,277	$56,767,259,546	increased by$12,435,383,269
May 1, 2025 vs Oct 1, 2022	Accounts	34	45	increased by11
Apr 1, 2022	Employees	85	93	increased by8
Apr 1, 2022	Clients	26	34	increased by8
Apr 1, 2022	AUM	$27,478,055,339	$44,331,876,277	increased by$16,853,820,938
Apr 1, 2022	Accounts	26	34	increased by8
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “STONE POINT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STONE POINT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.