Stone Point At A Glance

Our Story

For over 25 years, we have been investing in people who are passionate about their businesses and are leading operators within their fields. We've raised more than $19 billion in aggregate capital commitments to invest in 100+ companies across 12 active verticals and 60+ sub-sectors.

Investment Team

The investment activities of the firm are led by Chuck Davis, Steve Friedman, Jim Carey, David Wermuth and Nick Zerbib. This senior management team is supported by approximately 50 investment professionals, operating partners and senior advisors who bring to Stone Point Capital considerable experience from other leading private equity, investment banking, financial services, corporate law and accounting firms.

The Trident Funds

Stone Point Capital is the manager of the Trident Funds and is currently investing out of Trident VII, a $5.5 billion fund raised in 2017. Prior funds include:

  • Trident VI, a $4.5 billion fund raised in 2014
  • Trident V, a $3.5 billion fund raised in 2010
  • Trident IV, a $2.25 billion fund raised in 2007
  • Trident III, a $1.1 billion fund raised in 2004
  • Trident II, a $1.4 billion fund raised in 1999; and the Trident Partnership, a $667 million fund raised in 1994.

Additionally, from 1985 to 1993, Stone Point’s predecessor operations originated seven investments in which its corporate sponsor invested $136 million, and approximately $1.3 billion was raised from co-investors.

Investment Approach

We partner with best-in-class owner-operators to build outstanding businesses, and we offer extensive support based on their company's lifecycle needs. We are focused on the long term and tailor the structure of our investments to be driven by the objective of our partnerships.
Industry Focus

We seek to make investments in 12 major verticals of the financial services industry, and believe our specialized sector knowledge and domain expertise to be a significant driver of value in our investments.

Lifecycle Flexibility

We partner with management teams across all stages of their businesses, and we offer extensive support to build exceptional companies together.

Investment Size

We generally target equity investments of between $50 million and $500 million, but we have the ability to make smaller and significantly larger investments.

Ownership Positions

We strive to align interests with our portfolio companies' management teams and are flexible in structuring our ownership stakes, which range from minority to majority positions.

Investment Period

We are patient investors geared for the long term. Our investment horizon varies by investment and spans five to 10+ years.

Leverage

We use leverage judiciously and when appropriate for the lifecycle stage and strategic direction of the company.