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CRD 156521
GREENWICH, CT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| TRIDENT VII, L.P. | Private Equity Fund | $7.9B | Jul 3, 2024 | 132 | Mar 31, 2017 | reported | 021-270912 |
| TRIDENT IX, L.P. | Private Equity Fund | $6.3B | Jul 3, 2024 | 151 | Mar 31, 2022 | reported | 021-402946 |
| TRIDENT VIII, L.P. | Private Equity Fund | $6.1B | Jul 3, 2024 | 129 | Mar 30, 2020 | reported | 021-333339 |
| TRIDENT IX PARALLEL FUND, L.P. | Private Equity Fund | $4.5B | Jul 3, 2024 | 76 | Mar 31, 2022 | reported | 021-402948 |
| TRIDENT VII PARALLEL FUND, L.P. | Private Equity Fund | $3.8B | Jul 3, 2024 | 47 | Mar 31, 2017 | reported | 021-270913 |
| TRIDENT VIII PARALLEL FUND, L.P. | Private Equity Fund | $3.8B | Jul 3, 2024 | 59 | Mar 30, 2020 | reported | 021-333340 |
| TRIDENT VI, L.P. | Private Equity Fund | $2.6B | Jul 3, 2024 | 134 | Mar 31, 2014 | reported | 021-207628 |
| TRIDENT VI PARALLEL FUND, L.P. | Private Equity Fund | $1.9B | Jul 3, 2024 | 43 | Mar 31, 2014 | reported | 021-207629 |
| T-VIII CELESTIAL CO-INVEST LP | Private Equity Fund | $1.5B | Jul 3, 2024 | 87 | Mar 31, 2022 | reported | 021-396300 |
| TRIDENT V, L.P. | Private Equity Fund | $1.3B | Jul 3, 2024 | 147 | Feb 14, 2012 | reported | 021-129025 |
| T-VIII CO-INVEST-A LP | Private Equity Fund | $1.1B | Jul 3, 2024 | 39 | Jan 6, 2021 | reported | n/a |
| TRIDENT V PARALLEL FUND, L.P. | Private Equity Fund | $945M | Jul 3, 2024 | 45 | Feb 14, 2012 | reported | 021-142129 |
| TRIDENT VII CO-INVEST-A LP | Private Equity Fund | $842M | Jul 3, 2024 | 36 | Mar 29, 2019 | reported | 021-31684 |
| T-VI CO-INVEST-A LP | Private Equity Fund | $731M | Jul 3, 2024 | 5 | Mar 30, 2016 | reported | 021-245007 |
| T-VIII SKOPIMA CO-INVEST LP | Private Equity Fund | $635M | Jul 3, 2024 | 19 | Mar 31, 2022 | reported | 021-397288 |
| CEDAR STREET PARTNERS LP | Private Equity Fund | $593M | Jul 3, 2024 | 2 | Mar 31, 2022 | reported | n/a |
| T-IX BOOST CO-INVEST LP | Private Equity Fund | $449M | Jul 3, 2024 | 23 | Mar 31, 2023 | reported | n/a |
| TRIDENT IX PROFESSIONALS FUND, L.P. | Private Equity Fund | $448M | Jul 3, 2024 | 153 | Mar 31, 2022 | reported | 021-402951 |
| T-VIII MERCURY CO-INVEST LP | Private Equity Fund | $418M | Jul 3, 2024 | 29 | Mar 31, 2022 | reported | 021-403247 |
| TRIDENT VII PROFESSIONALS FUND, L.P. | Private Equity Fund | $392M | Jul 3, 2024 | 69 | Mar 31, 2017 | reported | n/a |
| TRIDENT VIII PROFESSIONALS FUND, L.P. | Private Equity Fund | $372M | Jul 3, 2024 | 106 | Mar 30, 2020 | reported | n/a |
| T-IX BUTTERFLY CO-INVEST LP | Private Equity Fund | $369M | Jul 3, 2024 | 10 | Mar 29, 2024 | reported | n/a |
| TRIDENT II, L.P. | Private Equity Fund | $290M | Apr 1, 2013 | 71 | Feb 14, 2012 | dropped | 021-9999999999 |
| T-IX FERDINAND CO-INVEST-A, LP | Private Equity Fund | $283M | Jul 3, 2024 | 6 | Mar 29, 2024 | reported | n/a |
| TRIDENT IV, L.P. | Private Equity Fund | $259M | Jul 3, 2024 | 108 | Feb 14, 2012 | reported | 021-98549 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CAREY, JAMES, DAWSON | CO-CEO AND MEMBER OF SPC FIELD PARTNERS LLC | Na | yes | 05/2005 | Feb 14, 2012 | Jul 3, 2024 |
| DAVIS, CHARLES, ARTHUR | MEMBER OF SPC FIELD PARTNERS LLC | C | yes | 12/2013 | Feb 14, 2012 | Jul 3, 2024 |
| DAVIS, CHARLES, ARTHUR | CHAIRMAN, CO-CEO AND MEMBER OF SPC FIELD PARTNERS LLC | Na | yes | 05/2005 | Feb 14, 2012 | Jul 3, 2024 |
| DEVINO, SALLY, A. | CHIEF FINANCIAL OFFICER | Na | yes | 01/2022 | Mar 31, 2022 | Jul 3, 2024 |
| FRIEDMAN, STEPHEN, NMN | SENIOR CHAIRMAN AND MEMBER OF SPC FIELD PARTNERS LLC | Na | yes | 05/2005 | Feb 14, 2012 | Jul 3, 2024 |
| GIAMMARCO, JACQUELINE, MICHELLE | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2012 | Feb 14, 2012 | Jul 3, 2024 |
| SPC FIELD PARTNERS LLC | OWNER OF CLASS A COMMON UNITS OF STONE POINT CAPITAL LLC | E | yes | 12/2013 | Mar 31, 2014 | Jul 3, 2024 |
| THE PUBLIC INSTITUTION FOR SOCIAL SECURITY | LIMITED PARTNER OF WAFRA GLOBAL HOLDINGS L.P. | E | yes | 12/2012 | Jan 11, 2013 | Jul 3, 2024 |
| THE PUBLIC INSTITUTION FOR SOCIAL SECURITY | SHAREHOLDER OF WAFRA INTERNATIONAL INVESTMENT COMPANY K.S.C.C. | E | yes | 12/2012 | Jan 11, 2013 | Jul 3, 2024 |
| W GLOBAL HOLDINGS GP LTD. | GENERAL PARTNER OF WAFRA GH-GP L.P. | F | yes | 12/2012 | Jan 11, 2013 | Jul 3, 2024 |
| WAFRA FINANCIAL & MANAGEMENT SERVICES LTD. | SHAREHOLDER OF WATSON HOLDINGS GP LTD. | E | yes | 03/2021 | Mar 31, 2022 | Jul 3, 2024 |
| WAFRA GH-GP L.P. | GENERAL PARTNER OF WAFRA GRANITE ASSOCIATES L.P. | F | yes | 12/2012 | Jan 11, 2013 | Jul 3, 2024 |
| WAFRA GH-GP L.P. | GENERAL PARTNER OF WIC GLOBAL HOLDINGS L.P. | F | yes | 12/2012 | Jan 11, 2013 | Jul 3, 2024 |
| WAFRA GH-GP L.P. | GENERAL PARTNER OF WATSON HOLDINGS II LP | F | yes | 03/2021 | Jan 11, 2013 | Jul 3, 2024 |
| WAFRA GH-GP L.P. | GENERAL PARTNER OF WAFRA GLOBAL HOLDINGS III LP | F | yes | 02/2020 | Jan 11, 2013 | Jul 3, 2024 |
| WAFRA GH-GP L.P. | GENERAL PARTNER OF WAFRA GLOBAL HOLDINGS L.P. | F | yes | 12/2012 | Jan 11, 2013 | Jul 3, 2024 |
| WAFRA GLOBAL HOLDINGS III LP | LIMITED PARTNER OF WAFRA GRANITE ASSOCIATES L.P. | C | yes | 06/2021 | Mar 31, 2022 | Jul 3, 2024 |
| WAFRA GLOBAL HOLDINGS L.P. | SHAREHOLDER OF WAFRA GRANITE HOLDINGS INC. | E | yes | 12/2012 | Jan 11, 2013 | Jul 3, 2024 |
| WAFRA GLOBAL HOLDINGS L.P. | SHAREHOLDER OF WAFRA MARBLE HOLDINGS LTD. | E | yes | 12/2012 | Jan 11, 2013 | Jul 3, 2024 |
| WAFRA GRANITE HOLDINGS III INC. | LIMITED PARTNER OF WAFRA GLOBAL HOLDINGS III LP | D | yes | 02/2020 | Mar 31, 2022 | Jul 3, 2024 |
| WAFRA GRANITE HOLDINGS INC. | LIMITED PARTNER OF WATSON HOLDINGS II LP | C | yes | 03/2021 | Jan 11, 2013 | Jul 3, 2024 |
| WAFRA INC. | SHAREHOLDER OF W GLOBAL HOLDINGS GP LTD. | E | yes | 12/2012 | Jan 11, 2013 | Jul 3, 2024 |
| WAFRA INTERNATIONAL INVESTMENT COMPANY K.S.C.C. | SHAREHOLDER OF WAFRA INTERVEST CORPORATION LTD. | E | yes | 11/2020 | Mar 31, 2021 | Jul 3, 2024 |
| WAFRA INTERVEST CORPORATION LTD. | SHAREHOLDER OF WAFRA FINANCIAL & MANAGEMENT SERVICES LTD. | E | yes | 03/2021 | Mar 31, 2021 | Jul 3, 2024 |
| WAFRA INTERVEST CORPORATION LTD. | SHAREHOLDER OF WAFRA INC. | E | yes | 12/2012 | Mar 31, 2021 | Jul 3, 2024 |
| WAFRA INTERVEST CORPORATION LTD. | LIMITED PARTNER OF WIC GLOBAL HOLDINGS L.P. | E | yes | 12/2012 | Mar 31, 2021 | Jul 3, 2024 |
| WAFRA MARBLE HOLDINGS III LTD. | LIMITED PARTNER OF WAFRA GLOBAL HOLDINGS III LP | C | yes | 02/2020 | Mar 31, 2022 | Jul 3, 2024 |
| WAFRA MARBLE HOLDINGS LTD. | LIMITED PARTNER OF WATSON HOLDINGS II LP | D | yes | 03/2021 | Mar 31, 2022 | Jul 3, 2024 |
| WATSON HOLDINGS GP LTD | GENERAL PARTNER OF WATSON HOLDINGS LP | F | yes | 03/2021 | Mar 31, 2022 | Jul 3, 2024 |
| WATSON HOLDINGS II LP | LIMITED PARTNER OF WAFRA GRANITE ASSOCIATES L.P. | C | yes | 06/2021 | Mar 31, 2022 | Jul 3, 2024 |
| WATSON HOLDINGS II LP | LIMITED PARTNER OF WATSON HOLDINGS LP | C | yes | 03/2021 | Mar 31, 2022 | Jul 3, 2024 |
| WATSON HOLDINGS LP | LIMITED PARTNER OF WAFRA GRANITE ASSOCIATES L.P. | C | yes | 06/2021 | Mar 31, 2022 | Jul 3, 2024 |
| WERMUTH, DAVID, JAY | CO-PRESIDENT, GENERAL COUNSEL, CHIEF OPERATING OFFICER AND MEMBER OF SPC FIELD PARTNERS LLC | Na | yes | 05/2005 | Feb 14, 2012 | Jul 3, 2024 |
| WIC GLOBAL HOLDINGS L.P. | SHAREHOLDER OF WAFRA MARBLE HOLDINGS III LTD. | E | yes | 08/2020 | Mar 31, 2022 | Jul 3, 2024 |
| ZERBIB, NICOLAS, DAVID | CO-PRESIDENT, CHIEF INVESTMENT OFFICER AND MEMBER OF SPC FIELD PARTNERS LLC | Na | yes | 05/2005 | Feb 14, 2012 | Jul 3, 2024 |
| WAFRA GRANITE ASSOCIATES L.P. | OWNER OF CLASS B COMMON UNITS OF STONE POINT CAPITAL LLC | B | no | 12/2013 | Jan 11, 2013 | Jul 3, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SOUND POINT CAPITAL MANAGEMENT, LP | n/a | Asset manager | $37B | N | yes | n/a |
| STONE POINT CREDIT ADVISER LLC | n/a | Asset manager | $11B | N | yes | n/a |
| LEARGAS CAPITAL LLC | n/a | n/a | n/a | N | yes | n/a |
| OVERLAND POINT GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| SPC ALMOND POINT GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| SPC CAPITAL MARKETS LLC | n/a | n/a | n/a | N | yes | n/a |
| SPC LIQUID CREDIT FUND GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| SPC OPPS FUND GP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| SPC OPPS FUND II GP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| STONE POINT GP LTD. | n/a | n/a | n/a | Y | yes | n/a |
| TRIDENT CAPITAL IV, L.P. | n/a | n/a | n/a | N | yes | n/a |
| TRIDENT CAPITAL IX, L.P. | n/a | n/a | n/a | N | yes | n/a |
| TRIDENT CAPITAL V-PF, L.P. | n/a | n/a | n/a | N | yes | n/a |
| TRIDENT CAPITAL V, L.P. | n/a | n/a | n/a | N | yes | n/a |
| TRIDENT CAPITAL VI, L.P. | n/a | n/a | n/a | N | yes | n/a |
| TRIDENT CAPITAL VII, L.P. | n/a | n/a | n/a | N | yes | n/a |
| TRIDENT CAPITAL VIII, L.P. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| WEST PALM BEACH | FL | United States | 4 | yes |
| NEW YORK | NY | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $68B | $68B | 121 | 104 | 2 | 59 | n/a |
| 2024 | Mar 31, 2025 | $57B | $57B | 122 | 103 | 2 | 45 | n/a |
| 2023 | Mar 29, 2024 | $48B | $48B | 112 | 97 | 2 | 39 | $49B |
| 2022 | Mar 31, 2023 | $45B | $45B | 103 | 87 | 2 | 35 | $45B |
| 2021 | Mar 31, 2022 | $44B | $44B | 93 | 86 | 2 | 34 | $45B |
| 2020 | Mar 31, 2021 | $27B | $27B | 85 | 84 | 1 | 26 | $28B |
| 2019 | Mar 30, 2020 | $26B | $26B | 76 | 76 | 1 | 32 | $26B |
| 2018 | Mar 29, 2019 | $18B | $18B | 64 | 64 | 1 | 26 | $18B |
| 2017 | Mar 30, 2018 | $17B | $17B | 63 | 63 | 1 | 22 | $17B |
| 2016 | Mar 31, 2017 | $17B | $17B | 50 | 50 | n/a | 21 | $17B |
| 2015 | Mar 30, 2016 | $11B | $11B | 50 | 50 | n/a | 16 | $11B |
| 2014 | Mar 31, 2015 | $11B | $11B | 50 | 50 | n/a | 15 | $11B |
| 2013 | Mar 31, 2014 | $12B | $12B | 44 | 44 | n/a | 15 | $12B |
| 2012 | Apr 1, 2013 | $7.9B | $7.9B | 46 | 46 | n/a | 18 | $8.0B |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $68B | $57B | 19.1% | $45B | 14.9% | 121 | 122 | 2 | 2 |