Stone Point Capital LLC

Stone Point Capital LLC (CRD# 156521) is a financial advisory firm headquartered in Greenwich, CT. They manage $10,812,496,304 in 16 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,812
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $675,781,019
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NY, TX

Financial Advisors at Stone Point Capital LLC
Showing 1 - 6 of 6 top financial advisors.
1
James D. Carey
CRD#: 2656436
20 Horseneck Lane, Greenwich, CT 06830
93
Wealthminder
score

James Carey (CRD# 2656436) is an Investment Advisor Representative working at Stone Point Capital LLC in Greenwich, CT and has over 21 years of experience in the finance industry.

2
Charles A. Davis
CRD#: 816660
20 Horseneck Lane, Greenwich, CT 06830
87
Wealthminder
score

Charles Davis (CRD# 816660) is an Investment Advisor Representative working at Stone Point Capital LLC in Greenwich, CT and has 1 year of experience in the finance industry.

3
Stephen N. Friedman
CRD#: 214729
20 Horseneck Lane, Greenwich, CT 06830
87
Wealthminder
score

Stephen Friedman (CRD# 214729) is an Investment Advisor Representative working at Stone Point Capital LLC in Greenwich, CT and has 1 year of experience in the finance industry.

4
Meryl D. Hartzband
CRD#: 5888699
20 Horseneck Lane, Greenwich, CT 06830
87
Wealthminder
score

Meryl Hartzband (CRD# 5888699) is an Investment Advisor Representative working at Stone Point Capital LLC in Greenwich, CT and has 1 year of experience in the finance industry.

5
David J. Wermuth
CRD#: 5473034
20 Horseneck Lane, Greenwich, CT 06830
87
Wealthminder
score

David Wermuth (CRD# 5473034) is an Investment Advisor Representative working at Stone Point Capital LLC in Greenwich, CT and has 1 year of experience in the finance industry.

6
Nicolas D. Zerbib
CRD#: 5473031
20 Horseneck Lane, Greenwich, CT 06830
87
Wealthminder
score

Nicolas Zerbib (CRD# 5473031) is an Investment Advisor Representative working at Stone Point Capital LLC in Greenwich, CT and has 1 year of experience in the finance industry.

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