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Stone Point Capital LLC: investment adviser
Stone Point Capital LLC is an investment adviser registered with the SEC (file 801-74033, CRD 156521). What it reports on Form ADV: assets and clients, fees, owners, disciplinary history and its client brochure. From the SEC's Investment Adviser Public Disclosure site; read Oct 21, 2026.
- Assets managed
- $67.6B
- Discretionary
- 100%
- Accounts
- 59
- Employees
- 121
- In advisory roles
- 104
- Disclosures
- 0
Company page · SEC adviser record · Full Form ADV (PDF)
The firm reports that it or a related person has custody of client cash and securities.
Form ADV Part 1A, Item 5, as filed on the SEC Investment Adviser Public Disclosure site; read Oct 21, 2026.
Clients and fees
Whom the firm advises and how it is paid, from Items 5.D, 5.E and 5.G.
| Client type | Clients | Assets | Share |
|---|---|---|---|
| Private funds and other pooled vehicles | 59 | $67.6B | 100.0% |
How it is paid
- A percentage of assets under your management
- Performance-based fees
- Other: Advisory, monitoring, and certain other related fees.
Services
- Portfolio management for pooled investment vehicles (other than investment companies)
Who owns it
Schedule A lists direct owners of 5% or more (and officers who own a stake); Schedule B lists the owners of those owners.
Direct owners (Schedule A)
| Owner | Type | Role | Stake | Since | Control | Public company |
|---|---|---|---|---|---|---|
| SPC Field Partners LLC | Company (U.S.) | Owner of class a common units of stone point capital LLC | E 75% or more | Dec 2013 | Yes | |
| Wafra Granite Associates L.P. | Company (outside the U.S.) | Owner of class b common units of stone point capital LLC | B 10% to 25% | Dec 2013 |
Indirect owners (Schedule B)
| Owner | Owns a stake in | Type | Stake | Control | Public company |
|---|---|---|---|---|---|
| W Global Holdings GP Ltd. | Wafra GH-GP L.P. GP Ltd. Holdings GP Ltd. | Company (outside the U.S.) | F General partner, trustee or managing member | Yes | |
| Wafra GH-GP L.P. | Wafra Granite Associates L.P. Granite Associates L.P. | Company (outside the U.S.) | F General partner, trustee or managing member | Yes | |
| Wafra GH-GP L.P. | Wafra Global Holdings L.P. Global Holdings L.P. | Company (outside the U.S.) | F General partner, trustee or managing member | Yes | |
| Wafra GH-GP L.P. | Wafra Global Holdings III LP Global Holdings III LP | Company (outside the U.S.) | F General partner, trustee or managing member | Yes | |
| Wafra GH-GP L.P. | Wic Global Holdings L.P. Global Holdings L.P. | Company (outside the U.S.) | F General partner, trustee or managing member | Yes | |
| Watson Holdings GP Ltd | Watson Holdings LP Watson Holdings LP LP Watson Holdings II LP | Company (outside the U.S.) | F General partner, trustee or managing member | Yes | |
| The Public Institution for | Wafra Investment Company K.S.C.C. Company K.S.C.C. Holdings Inc. Granite Holdings Inc. | Company (outside the U.S.) | E 75% or more | Yes | |
| The Public Institution for | Wafra Global | Company (outside the U.S.) | E 75% or more | Yes | |
| Wafra Financial & | Watson Holdings | Company (outside the U.S.) | E 75% or more | Yes | |
| Wafra International | Wafra Intervest | Company (outside the U.S.) | E 75% or more | Yes | |
| Wafra Intervest | Wafra Inc. | Company (outside the U.S.) | E 75% or more | Yes | |
| Wafra Intervest | Wafra Financial & Services Ltd. Services Ltd. | Company (outside the U.S.) | E 75% or more | Yes | |
| Wafra Intervest | Wic Global Holdings Ltd. Marble Holdings Ltd. | Company (outside the U.S.) | E 75% or more | Yes | |
| Wic Global Holdings L.P. | Wafra Marble Holdings III Ltd. Marble Holdings III Ltd. | Company (outside the U.S.) | E 75% or more | Yes | |
| Charles Arthur Davis | SPC Field Partners LLC Partners LLC | Person | C 25% to 50% | Yes | |
| Wafra Global Holdings III | Wafra Granite | Company (outside the U.S.) | C 25% to 50% | Yes | |
| Wafra Marble Holdings III | Wafra Global | Company (outside the U.S.) | C 25% to 50% | Yes | |
| Watson Holdings II LP | Wafra Granite Associates L.P. Granite Associates L.P. | Company (U.S.) | C 25% to 50% | Yes | |
| Watson Holdings II LP | Watson Holdings LP Watson Holdings LP | Company (U.S.) | C 25% to 50% | Yes | |
| Watson Holdings LP | Wafra Granite Associates L.P. Granite Associates L.P. | Company (outside the U.S.) | C 25% to 50% | Yes |
Form ADV reports ownership in bands, not exact stakes: A means 5% to 10%, B 10% to 25%, C 25% to 50%, D 50% to 75%, E 75% or more. F marks a general partner, trustee or managing member, a role that controls the firm without a percentage. Owners of less than 5% are not listed.
Form ADV Schedules A and B, via the SEC Investment Adviser Public Disclosure site.
Disciplinary history
The firm answered No to every disciplinary question on Form ADV (Item 11).
The brochure
No brochure text was read for this firm.
Other brochures on file
- Stone Point Capital Brochure - Fiscal 2025, Mar 31, 2026
Form ADV Part 2A, via the SEC Investment Adviser Public Disclosure site.