General Stone Point Capital LLC (“Stone Point Capital” or the “Firm”) is a Delaware limited liability company and a registered investment adviser, with its principal office located in Greenwich, Connecticut. The Firm also maintains office space in New York, New York and West Palm Beach, Florida. The Firm provides investment advisory services directly and through certain affiliated entities (the “Advisory Affiliates”) to private pooled investment vehicles (the “Main Funds”) and to certain co-investment vehicles established in connection with and invested alongside the Main Funds (the “Co-Investment Funds”). The Main Funds include funds that pursue private equity strategies (the “Trident Funds”). Stone Point Credit Adviser LLC (“Stone Point Credit” and collectively with Stone Point Capital, “Stone Point”), a Delaware limited liability company and an affiliate of the Firm, manages and advises funds that primarily pursue credit opportunity strategies (the “Opportunities Funds”) and an evergreen, open-end private pooled investment vehicle that primarily pursues investments in liquid credit (the “Liquid Credit Fund”). Stone Point Credit also manages Stone Point Credit Corporation (“Stone Point BDC”), a Delaware corporation that has elected to be regulated as a business development company (a ”BDC”) under the Investment Company Act of 1940, as amended (the “Investment Company Act”). Stone Point Capital was established in 2005. Prior to the formation of Stone Point Capital, certain managing directors of the Firm worked together at MMC Capital, Inc., an investment adviser owned by Marsh & McLennan Companies, Inc. Stone Point Capital acquired substantially all of the assets, and hired substantially all of the employees, of MMC Capital, Inc. on May 31, 2005. Stone Point Credit was established in 2020. Stone Point Capital and Stone Point Credit are principally, either directly or indirectly, controlled by SPC Field Partners LLC (“SPC Field”), which is owned by Charles A. Davis, Stephen Friedman, James D. Carey, David J. Wermuth and Nicolas D. Zerbib, each a member of the Investment Committee of Stone Point Capital. The Firm and/or its affiliates also form, sponsor, manage or advise other private funds and vehicles established for third-party institutional investors (“Other Sponsored Funds”; together with the Main Funds and the Co-Investment Funds, the “Funds”) or may provide investment advice to other accounts or clients (“Other Clients”; together with the Funds, the “Clients”). Certain affiliates of the Firm serve as general partners (or equivalent) of the Funds (each a “General Partner” and collectively, the “General Partners”). This Brochure focuses on the business of Stone Point Capital and the Funds and Clients formed, sponsored, managed or advised, directly or indirectly, by Stone Point Capital. For purposes of clarity, the “Funds”, “Other Sponsored Funds”, “Co-Investment Funds”, “Institutional Funds”, “Main Funds” and “Clients” referred to hereinafter shall refer to such Funds, Other Sponsored Funds, Co-Investment Funds, Institutional Funds, Main Funds and Clients that are formed, sponsored, managed or advised, directly or indirectly, by Stone Point Capital (not Stone Point Credit). The Clients that are formed, sponsored, managed or advised, directly or indirectly, by Stone Point Credit will be hereinafter referred to as the “Credit Clients.” For more information about Stone Point Credit and the Credit Clients, please refer to Stone Point Credit’s brochure. Fund Structure The Firm serves as investment manager of the Funds based on the investment objectives, policies and restrictions contained in the investment management agreement, limited partnership agreement or similar constitutional documents of each Fund as well as any side letters or similar agreements between certain Stone Point Capital investors and the applicable Funds (collectively, “Governing Agreements”). Funds established primarily for investors not affiliated with the Firm (other than Other Sponsored Funds) are referred to as the “Institutional Funds” in this Brochure, and Funds established to allow employees and consultants of the Firm and certain other individuals to invest in, or co-invest with, the Institutional Funds are referred to as the “Affiliated Funds” in this Brochure. Affiliated Funds may include investors who are not “affiliates” as such term is defined by the Investment Advisers Act of 1940, as amended (the “Advisers Act”). Each Institutional Fund typically co-invests in, and divests of, each investment made by such Institutional Fund in parallel with one or more other Funds, including the Affiliated Funds (each such group, a “Fund Group”). The co-investment arrangement among the members of each Fund Group is generally established pursuant to the Governing Agreements of the applicable Funds in connection with the formation of the Funds in such Fund Group. Other Sponsored Funds are established for third-party institutional investors and pursue customized investment objectives, policies and restrictions as set forth in the applicable Governing Agreements of the applicable Other Sponsored Fund. All Funds that are

otherwise required to be registered as investment companies under the Investment Company Act are exempt from such registration pursuant to Section 3(c)(1) and/or Section 3(c)(7) of the Investment Company Act. Interests in the Institutional Funds are only offered to investors that are (a) “accredited investors,” as defined in Regulation D of the U.S. Securities Act of 1933, as amended (the “Securities Act”), and (b) “qualified purchasers” for purposes of Section 3(c)(7) of the Investment Company Act. Interests in the Affiliated Funds are generally offered to investors that are accredited investors and qualified purchasers or knowledgeable employees of the Firm who meet the sophistication standard. Advisory Services The Firm’s services include investigating, analyzing, structuring and negotiating potential investments on behalf of the Clients, managing and monitoring the performance of the investments of the Clients and advising the Clients as to disposition opportunities. The Trident Funds and the other Funds primarily make private equity investments, each in accordance with the investment guidelines established for the applicable Funds. The Funds pursue investments in the financial services and adjacent sectors predominantly in the North American and European markets. Clients may invest in derivative financial instruments from time to time and may utilize leverage in connection with their investment strategies, subject to certain limitations. Investments in portfolio companies can be made directly or indirectly by investing through one or more partnerships or other entities or by causing certain investors to invest through one or more affiliated partnerships or other entities. The investment guidelines of each Client are memorialized in the applicable Governing Agreements. As discussed more fully in Item 7, the Firm is permitted to provide investment advice to Other Clients. The Firm does not currently provide investment advice to Other Clients. Refer to Item 10 regarding the Affiliated Capital Markets Entities. Persons reviewing this Form ADV Part 2A should not construe this as an offering of any of the Funds described herein. Investment Restrictions The terms upon which the Firm serves as investment manager or advisor of a Client are established at the time each Client relationship is established and are generally set out in the Governing Agreements entered into by the Firm. The Firm will tailor its advisory services to the specific investment objectives and strategies of a specific Client. These terms, which vary among each Client, could limit the investments the Firm can invest on behalf of the relevant Client based on security classes, concentration limits, leverage limits and/or other criteria. It should be noted that the Firm does not tailor its advisory services to the individual investment objectives and strategies of investors of the Trident Funds. The rights, duties and obligations of investors in the Funds are set out, and the treatment of the investors in the Funds is described, in the Funds’ Governing Agreements. In that connection, the General Partner, sponsor or Adviser of each Fund will, from time to time, enter into separate agreements, commonly referred to as “side letters,” or other similar agreements with a particular investor in connection with its admission to the Fund (“Side Letters”) without the approval of any other investor, which will have the effect of establishing rights under or supplementing the terms of the applicable Fund’s Governing Agreement with respect to such investor in a manner more favorable to such investor than those applicable to other investors. Such rights or terms in any such side letter or other similar agreement often include, without limitation, (i) reporting obligations of the Fund, (ii) transfers to affiliates, (iii) co-investment opportunities, (iv) confidentiality / publicity restrictions, (v) withdrawal events, (vi) consent rights to certain amendments to the applicable Fund’s Governing Agreement, (vii) indemnification arrangements, (viii) economic arrangements (including alternative fee or other compensation arrangements), and/or (ix) opting out of particular investments. If a side letter is entered into entitling an investor in a Fund to opt out of a particular investment or withdraw from such Fund, any election to opt out or withdraw by such investor will generally increase each other investor’s pro rata interest in that particular investment (in the case of an opt-out) or all future investments (in the case of a withdrawal), which could have an adverse effect on such investor’s investment results. The investors in the Funds will have no recourse against the Funds or any of their respective affiliates if certain other investors receive additional or different rights or terms as a result of such Side Letters. Most of the investors who have entered into a Side Letter have the benefits of a “most favored nation” provision and are given the opportunity to elect the rights and terms in any side letter or other similar agreement of other similarly situated investors that are applicable to such investors. Management of Client Assets As of December 31, 2023, Stone Point Capital managed approximately $48.5 billion of Client assets, all of which is on a discretionary basis.