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).

Current Firm Details
20 Horseneck Lane, Greenwich, CT 06830
http://www.stonepointcapital.com
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 Carey, financial advisor Greenwich CT
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 22 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
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 Friedman, financial advisor Greenwich CT
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 Hartzband, financial advisor Greenwich CT
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 Wermuth, financial advisor Greenwich CT
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 Zerbib, financial advisor Greenwich CT
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.

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.

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