PE Firm · Capital Allocator
Stone Point Capital
MediumGreenwich, USA · Founded 1997 · Website
BuyoutGrowth EquityFinancial ServicesAsset ManagementInsuranceBankingFinancial Technology
Last verified
7/7/2026
Firm Overview
146
Portfolio tracked
5
Sectors
0
Regions
7/7/2026
Last verified
Stone Point Capital is a private equity firm based in Greenwich, Connecticut, that specializes in investments within the global financial services industry.
Stone Point Capital is a private equity firm that focuses on the global financial services industry. Based in Greenwich, Connecticut, the firm targets investments in sectors such as asset management, insurance, banking, and financial technology.
The firm is known for its deep sector expertise and long-term investment horizon. Through its flagship Trident Funds, Stone Point Capital partners with management teams to build and scale businesses, often through a combination of organic growth and strategic acquisitions. Its investment history includes various significant transactions across the financial services landscape.
Founded1997
HeadquartersGreenwich, USA
StrategiesBuyout, Growth Equity
Sector focusFinancial Services, Asset Management, Insurance, Banking, Financial Technology
Leadership
Charles Davis
Chief Executive Officer
Charles Davis is the Chief Executive Officer of Stone Point Capital and has been with the firm since 1998.
James Carey
Managing Director
Jim Carey is a Managing Director of Stone Point Capital and has more than 25 years of experience in the private equity industry.
Stephen Friedman
Chairman
Steve Friedman is the Chairman of Stone Point Capital and formerly served as the Chairman of Goldman Sachs.
Nicolas Zerbib
Managing Director
Nicolas Zerbib is a Managing Director of Stone Point Capital and is a member of the firm’s Investment Committees.
Peter Mundheim
Managing Director
Peter Mundheim is a Managing Director of Stone Point Capital and joined the firm in 1999.
Fayez Muhtadie
Managing Director
Fayez Muhtadie is a Managing Director of Stone Point Capital and focuses on investments in the insurance and business services sectors.
Darran Baird
Managing Director
Darran Baird is a Managing Director of Stone Point Capital and has been with the firm since 2004.
Andrew Bosland
Managing Director
Andrew Bosland is a Managing Director of Stone Point Capital and lead's the firm's credit investment activities.
Scott Bronner
Managing Director
Scott Bronner is a Managing Director of Stone Point Capital and focuses on investments in the business services and technology sectors.
Fazle Husain
Managing Director
Fazle Husain is a Managing Director of Stone Point Capital and has over 30 years of experience in private equity.
James Matthews
Managing Director
James Matthews is a Managing Director of Stone Point Capital and is involved in all aspects of the firm's investment process.
Eric Rosenzweig
Managing Director
Eric Rosenzweig is a Managing Director of Stone Point Capital and joined the firm in 2002.
David Wermuth
Managing Director & General Counsel
David Wermuth is a Managing Director and the General Counsel of Stone Point Capital.
Agha S. Khan
Managing Director
Agha Khan is a Managing Director of Stone Point Capital and focuses on the firm's credit platform.
Michael Gregorich
Managing Director
Michael Gregorich is a Managing Director of Stone Point Capital and leads the firm's investor relations and business development.
William Santaniello
Managing Director
Bill Santaniello is a Managing Director of Stone Point Capital and is a member of the credit investment team.
Chris Stroup
Managing Director
Chris Stroup is a Managing Director of Stone Point Capital and joined the firm in 2011.
Adam Levine
Managing Director
Adam Levine is a Managing Director of Stone Point Capital and focuses on the firm’s capital markets activities.
Katherine Davis
Managing Director
Katherine Davis is a Managing Director of Stone Point Capital and focuses on the firm's healthcare services practice.
Joshua Goldman
Managing Director
Josh Goldman is a Managing Director of Stone Point Capital and focuses on the firm's international investment activities.
Notable Investments
Alliant Insurance ServicesAmWINS GroupCoreLogicFocus Financial PartnersSedgwick Claims Management ServicesTRUIST Insurance HoldingsVertafore
Historical and current deals referenced in public sources.
Portfolio Companies
Sources
- Wikipedia Wikipedia/Wikidata · public reference
- Firm website Firm website · primary public source
This profile is based on publicly available information and may be incomplete or outdated. PE Firm Index is not affiliated with Stone Point Capital and does not provide investment advice.
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