Stone Point Capital LLC
Answer a few questions and
get matched with an advisor.
Learn more about Stone Point Capital LLC
Overview
Stone Point Capital LLC is a financial advisory company located in Greenwich, Connecticut. Stone Point Capital LLC has $44.6 billion in assets throughout 35 accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). The firm has a large team, including 87 financial advisors. Stone Point Capital LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like bonds, equities and options.
Stone Point Capital LLC oversees all of the firm's accounts on a discretionary basis. Discretionary management means that an investment advisor makes buy and sell choices without requiring client authorization. The firm's average account size is $1.3 billion. An average advisor at Stone Point Capital LLC administers fewer than one client account, placing it among the most personalized firms in the country.
The firm's headquarters is located at 20 Horseneck Lane, Greenwich, Connecticut 06830-6327. It is legally allowed to serve investors across a few states, including Connecticut, Florida, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Stone Point Capital LLC by the Numbers
$44.6 billion
103
35
$1.3 billion
Fee Structure
Fees charged by financial advisors largely are based on the type of financial services offered. Fee types charged by the company likely include some blend of the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Stone Point Capital LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It caters to pooled investment vehicles. Out of its 35 customers, Stone Point Capital LLC's largest client type is pooled investment vehicles. Around 63% of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Stone Point Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.