# Stone Point Capital: portfolio, investments and team > Stone Point Capital is a private equity based in United States. 5 investments on record, latest Sept 2015. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/stone-point-capital (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Stone Point Capital Filed with the SEC to raise a fund in Feb 2026, closing $1,235M. Last cheque observed Sep 2015. Quiet New fund $1.2B, Feb 2026 Private equity Growth Seed Series C Financial_services Cheques on record **0%** of best year **0** **cheques in 12 months**, 5 on record Since the last cheque **4060** days **00** hrs **00** min **00** sec Median round **$61M** Rounds led **0 of 5** Sole investor **3 rounds** Exits **1 from the portfolio** Pitch Stone Point Capital ## Stone Point Capital highlights - 01 5 rounds on record - 02 Mostly Growth and Seed: 75% of its rounds - 03 Sole investor in 3 rounds, median $133M - 04 1 exits from the portfolio ## What they do > A leading alternative investment management firm focused on the global financial services & related industries From their own website - **Type:** Private equity - **Cheque size:** Not stated - **Sectors:** Financial_services - **Based in:** Greenwich, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **5 appearances** - **2015** 3 rounds - **Sept** **[uSens](https://millionrounds.com/company/usens)** Seed · US **$5.5M** With 6 others - **Jul** **[Millstein & Co](https://millionrounds.com/company/millstein-and-co)** US **Undisclosed** Sole investor - **Apr** **[Preston Hollow Capital](https://millionrounds.com/company/preston-hollow-capital)** Growth **$175M** Sole investor - **2013** 1 round - **Jan** **[Auction.com](https://millionrounds.com/company/auction-com)** Growth · US · dallas.citybizlist.com **$92M** Sole investor - **2001** 1 round - **Sept** **[DWL](https://millionrounds.com/company/dwl)** Series C · US **$31M** With 1 other An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **11 named** BJ **Brian James Rooder** Chief Compliance Officer i Form ADV CA **Charles Arthur Davis** Chairman of Stone Point GP Ltd., the Sole Member of Crimson Point GP, LLC, the general partner of Crimson Point, L.P. i Filing they signed DJ **David Jay Wermuth** Secretary of Stone Point GP Ltd., the Sole Member of Crimson Point GP, LLC, the general partner of Crimson Point, L.P. i Filing they signed EL **Eric Louis Rosenzweig** Managing Director i Form ADV GB **Gene Basov** Chief Financial Officer i Form ADV JM **Jacqueline Michelle Giammarco** Chief Compliance Officer i Form ADV JD **James Dawson Carey** Managing Director i Form ADV ND **Nicolas David Zerbib** Managing Director i Form ADV SA **Sally A. DeVino** Chief Financial Officer of Stone Point GP, Ltd., the Sole Member of Crimson Point GP, LLC, the general partner of Crimson Point, L.P. i Filing they signed SJ **Scott Jonathan Bronner** Head of Credit and Managing Director i Form ADV SF **Stephen Friedman** Senior Chairman and Member of Spc Field Partners LLC i Form ADV We also hold **30** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$80B** assets it manages, 3 advisers combined Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** Stone Point Credit Income Adviser LLC - **SEC number:** CRD 332241 Funds on its Form ADV **54** private funds, **$52B** in gross assets · filed Jul 2024 - Trident VII, L.P. *Private equity* 132 investors $7.9B - Trident IX, L.P. *Private equity* 151 investors $6.3B - Trident VIII, L.P. *Private equity* 129 investors $6.1B - Trident IX Parallel Fund, L.P. *Private equity* 76 investors $4.5B - Trident VII Parallel Fund, L.P. *Private equity* 47 investors $3.8B - Trident VIII Parallel Fund, L.P. *Private equity* 59 investors $3.8B - Trident VI, L.P. *Private equity* 134 investors $2.6B - Trident VI Parallel Fund, L.P. *Private equity* 43 investors $1.9B - T-VIII Celestial Co-Invest L.P. *Private equity* 87 investors $1.5B - Trident V, L.P. *Private equity* 147 investors $1.3B And 44 more on the filing. Who backs their funds ## 4 LPs on record in Stone Point Capital's funds - **Committed:** $4.3B - **Funds:** 9 - **Vintages:** 2014 to 2025 The institutions that put money into its funds, which the firm then invests in companies. Source: the pension's own report, latest Jun 2026. - [**California Public Employees' Retirement System (CalPERS)** 5 funds *$2.5B*](https://millionrounds.com/fund/california-public-employees) Fund Vintage Committed Stone Point Fund IX 2022 $500M Cedar Street Partners 2021 $1.0B Stone Point Fund VIII 2020 $326M Stone Point Fund VII 2017 $378M Stone Point Fund VI 2014 $250M - [**Washington State Investment Board** 4 funds *$1.1B*](https://millionrounds.com/fund/washington-state-investment-board) Fund Vintage Committed Stone Point Fund X 2025 $200M Stone Point Fund IX 2022 $300M Stone Point Fund VIII 2020 $300M Stone Point Fund VII 2017 $250M - [**California State Teachers Retirement System** 3 funds *$700M*](https://millionrounds.com/fund/california-state-teachers-retirement-system) Fund Vintage Committed Trident IX 2022 $300M Trident VIII 2020 $250M Trident VII 2017 $150M - [**Minnesota State Board of Investments** 1 fund *$100M*](https://millionrounds.com/fund/minnesota-state-board-of-investments) Fund Vintage Committed Stone Point Fund X 2025 $100M ## Exits from the portfolio Companies it backed that were later bought or listed **1 in all** **[DWL](https://millionrounds.com/company/dwl)** Bought by [IBM (International Business Machines)](https://millionrounds.com/fund/ibm-international-business-machines) **Undisclosed** Sept 2005 An exit counts when it came after the firm's first round in the company. From historical deal records. ## Companies it bought Acquisitions by the firm itself **Black Mountain Systems** **Undisclosed** Mar 2015 **Situs** **Undisclosed** Jan 2015 **Oasis Outsourcing** **Undisclosed** Nov 2014 **LTCG** **Undisclosed** Jun 2014 New fund on file **$1.2B** raised in Feb 2026 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Growth Seed Series C Median round joined **$61M** the round, not its cheque Alone, median **$133M** Led 0 of 5 rounds **0%** - **Sole investor:** 3 rounds - **Last cheque:** Sept 2015 - **Exits:** 1 from the portfolio Rounds by stage said on their site - Growth *2* - Seed *1* - Series C *1* Cheques by year Led Joined 2001 2015 **Pitching Stone Point Capital?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## On podcasts 2 episodes naming Stone Point Capital in the title. - [Capital Allocators](https://millionrounds.com/podcasts/capital-allocators) 12 Oct 2022 · 1 min JUST RELEASED: Stone Point Capital on Private Equity Deals, EP.03 Mentions [Stone Point Capital](https://millionrounds.com/fund/stone-point-capital)[Jarryd Levine](https://millionrounds.com/person/jarryd-levine) Apple PodcastsShow page - [Capital Allocators](https://millionrounds.com/podcasts/capital-allocators) 9 Aug 2021 · 1h 6m Private Equity Masters 8 – Chuck Davis – Stone Point Capital (Capital Allocators, EP.207) With [Chuck Davis](https://millionrounds.com/person/chuck-davis) Mentions [Stone Point Capital](https://millionrounds.com/fund/stone-point-capital)[Google](https://millionrounds.com/fund/google-assistant-investments) Apple PodcastsShow page ## Quick answers about Stone Point Capital ### What does Stone Point Capital invest in? Stone Point Capital invests most often at Growth and Seed (75% of the rounds on record), in sectors such as Financial_services. ### How active is Stone Point Capital? 5 investments on record, 0 of them in the last 12 months. The most recent was in Sept 2015. ### How big are Stone Point Capital's cheques? The median round it joins is $61M. ### Does Stone Point Capital lead rounds? Rarely, if at all: none of its 5 investments on record names it as the lead. ### Is Stone Point Capital investing now? No investments in the last 12 months; the latest was in Sept 2015. ### What kind of investor is Stone Point Capital? Stone Point Capital is a private equity firm based in Greenwich, United States. ### How much does Stone Point Capital manage? About $80B, as regulatory assets under management, 3 advisers added together (Oct 2026). ### Has Stone Point Capital raised a new fund? Its latest fund filing with the SEC was in Feb 2026, reporting $1.2B raised. ## Raising now? 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