Stone Point Capital LLC

Stone Point Capital LLC (CRD# 156521) is a financial advisory firm headquartered in Greenwich, CT. They manage $25,742,316,327 in 32 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
20 Horseneck Lane, Greenwich, CT 06830
https://www.linkedin.com/company/95856/
By the Numbers
  • Total Assets Under Management
    25,742
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $804,447,385
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 Carey, financial advisor Greenwich CT
James D. Carey
CRD#: 2656436
20 Horseneck Lane, Greenwich, CT 06830

James Carey (CRD# 2656436) is an Investment Advisor Representative working at Stone Point Capital LLC in Greenwich, CT and has over 25 years of experience in the finance industry.

2
Charles Davis, financial advisor Greenwich CT
Charles A. Davis
CRD#: 816660
20 Horseneck Lane, Greenwich, CT 06830

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 Friedman, financial advisor Greenwich CT
Stephen N. Friedman
CRD#: 214729
20 Horseneck Lane, Greenwich, CT 06830

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 Hartzband, financial advisor Greenwich CT
Meryl D. Hartzband
CRD#: 5888699
20 Horseneck Lane, Greenwich, CT 06830

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 Wermuth, financial advisor Greenwich CT
David J. Wermuth
CRD#: 5473034
20 Horseneck Lane, Greenwich, CT 06830

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 Zerbib, financial advisor Greenwich CT
Nicolas D. Zerbib
CRD#: 5473031
20 Horseneck Lane, Greenwich, CT 06830

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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