9AT: STONEPOINT CAPITAL, LLC

Adviser Profile

As of Date	01/08/2025
Registration status	Terminated
ADV Location	NASHVILLE, TN, United States
Contact Info	615 xxxxxxx
Websites

AUM^*	154,896,705 -2%
of that, discretionary	154,896,705 -2%
Number of Employees	1 -67%
of those in investment advisory functions	1 -50%
Private Fund GAV^*	0
Avg Account Size	7,040,759 2%
% High Net Worth	48.65% -41%
SMA’s	Yes
Private Funds	0 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser HAZELVIEW SECURITIES (US) LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund128.3m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV128.3m	AUM276.3m	#Funds1
Adviser ALCOVA CAPITAL MANAGEMENT LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund18.3m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV18.3m	AUM289.3m	#Funds1
Adviser CORPS CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund19.2m	Real Estate Fund20.6m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV39.8m	AUM270.3m	#Funds2
Adviser COHEN INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund15.7m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV15.7m	AUM259.3m	#Funds1
Adviser AII CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund4.1m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV4.1m	AUM108.6m	#Funds1
Adviser FAIRWAY AMERICA INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM140.7m	#Funds-
Adviser ADDICUS ADVISORY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund10.0m	Real Estate Fund101.9m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund4.3m	Total Private Fund GAV116.2m	AUM221.7m	#Funds42
Adviser REDBUD ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM367.8m	#Funds-
Adviser DYCHE, RILEY, & SELMAN WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund30.7m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV30.7m	AUM162.3m	#Funds12
Adviser LYNX CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund154.5m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV154.5m	AUM154.5m	#Funds6

Brochure Summary

Overview

A. Firm Description Stonepoint Capital, LLC (“SC” or the “Firm”) is an investment management firm that is registered with the Securities and Exchange Commission regulatory agency as an investment adviser. SC is organized as a limited liability company that was founded in 2015. SC’s current business activity consists of providing investment advisory services utilizing its proprietary investment strategy to individuals, high net worth individuals, families, and institutions. It may also offer financial planning, business/tax consulting services to clients. Principal Owners: SC is solely owned by Timothy James Wolters. B. Types of Advisory Services: SC provides investment advice and financial planning services to individuals, families, trusts, and institutions. SC does not assess a fee for its financial planning services. C. Tailored Relationships: The asset management services and separately managed advisory programs offered by SC are based on the individual needs of our clients which are assessed in client interviews

and the suitability of products and services. We make a thorough assessment of our client’s goals, objectives, investment horizon, and risk tolerance. SC does not allow clients to impose restrictions on investments. D. Wrap Fee Programs: Wrap Fee Programs are arrangements between broker-dealers, investment advisers, banks and other financial institutions and affiliated and unaffiliated investment advisers through which the clients of such firms receive discretionary investment advisory, execution, clearing and custodial services in a “bundled” form. In exchange for these “bundled” services, the clients pay an all-inclusive (or “wrap”) fee determined as a percentage of the assets held in the wrap account. Due to the nature of its advisory services, SC does not participate in and is not a sponsor of wrap fee programs. E. Assets under Management: SC had approximately $154,896,705 in assets under advisement on a discretionary basis as of December 31, 2022.

STONEPOINT CAPITAL, LLC

STONEPOINT CAPITAL, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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STONEPOINT CAPITAL, LLC STONEPOINT CAPITAL, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

STONEPOINT CAPITAL, LLC

STONEPOINT CAPITAL, LLC