The STONE POINT CAPITAL GROUP is a publicly held investment adviser that advises $317.11Bn in regulatory assets under management held in 5 SEC fund types across 7 investment strategies. STONE POINT CAPITAL GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 82.44% over the last 5-years.
The Group has been registered with the SEC for 22.42 years and is comprised of 16 filing and 10 relying advisers. They operate out of 12 office locations with their Headquarters at 100 WALL STREET, 29TH FLOOR, NEW YORK, NY. The Group has been subject to regulatory enforcement actions. They are regulated by 12 US and Non-US bodies.
They have 935 employees comprised of 470 investment and 465 non-investment staff. The total number of Employees increased by 102.82% over the last 5-years.
Their $317.11Bn in assets advised are owned by 307 private funds, 12 public funds and BDCs and 82 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $208.12Bn or 65.63% of Total Assets and Other Investment Advisers own $64.94Bn or 20.48% of Total Assets.
The Group's top investment strategies include Traditional LBO, FI/Credit - Asset Backed Securities and FI/Credit - Lending, representing 53.41%, 27.02% and 8.84% of total assets, respectively.
They advise 6 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Other Investment Advisers.
The Group uses 17 Fund Administrators, 7 Fund Auditors, 7 Prime Brokers, 31 Custodians and 31 Marketers. It does not report a third-party Fund Administrator in 30 private funds with $11.16Bn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
STONE POINT CAPITAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 12 funds.
They have a HIGH-WATCH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In STONE POINT CAPITAL GROUP's case, they have 37 business conditions that require high process maturity and 4 Watch Factors.