Sponsor Check › Person
Related person on Form D filings · address states as listed: CT, NY · listed Jan 6, 2010 → Oct 14, 2026
Data last updated: Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: not yet · SEC enforcement last checked: not yet
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State courts: not yet searched. No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.
Comparisons are made for sponsors and sponsor groups, not individual people.
6 of 61 offerings report sales commissions totalling $117,000,000; 0 report finder's fees; 0 report proceeds to related persons. (includes amounts the issuer reported as estimates)
| Source | Offering (latest filing) | Sales commissions | Finder's fees | To insiders | Paid to sell it |
|---|---|---|---|---|---|
| EDGAR ↗ | Oct 14, 2026 D File 021-601203 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 14, 2026 D File 021-601206 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 14, 2026 D File 021-601208 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 6, 2026 D/A File 021-585472 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Oct 6, 2026 D File 021-600170 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 12, 2026 D File 021-583701 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | May 12, 2026 D File 021-583702 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 24, 2026 D File 021-574516 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jan 26, 2026 D/A File 021-384889 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 26, 2026 D/A File 021-536267 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 4, 2025 D File 021-565782 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Sep 25, 2025 D File 021-558781 | $23,000,000 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via Evercore Group L.L.C. (CRD 000042405 ↗) |
| EDGAR ↗ | Jul 10, 2025 D/A File 021-468469 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 10, 2025 D/A File 021-468475 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 17, 2025 D File 021-549146 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | May 21, 2025 D/A File 021-513854 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | May 21, 2025 D/A File 021-513851 | $25,000,000 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via TRANSPACIFIC GROUP LLC (CRD 000143869 ↗) None no CRD number reported via TransPacific Group (Asia) Limited None no CRD number reported via Magenta Capital Services Ltd. None no CRD number reported via AQUEDUCT CAPITAL GROUP, LLC (CRD 000131452 ↗) None no CRD number reported via ICAPITAL MARKETS LLC (CRD 000118219 ↗) None no CRD number reported via J.P. MORGAN SECURITIES LLC (CRD 000000079 ↗) |
| EDGAR ↗ | May 21, 2025 D/A File 021-513852 | $25,000,000 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via TRANSPACIFIC GROUP LLC (CRD 000143869 ↗) None no CRD number reported via TransPacific Group (Asia) Limited None no CRD number reported via Magenta Capital Services Ltd. None no CRD number reported via AQUEDUCT CAPITAL GROUP, LLC (CRD 000131452 ↗) None no CRD number reported via ICAPITAL MARKETS LLC (CRD 000118219 ↗) None no CRD number reported via J.P. MORGAN SECURITIES LLC (CRD 000000079 ↗) |
| EDGAR ↗ | Mar 7, 2025 D File 021-540216 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 14, 2025 D/A File 021-470477 | $550,000 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via AQUEDUCT CAPITAL GROUP, LLC (CRD 000131452 ↗) |
| EDGAR ↗ | Jan 14, 2025 D/A File 021-470484 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 13, 2024 D File 021-532036 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 21, 2024 D File 021-530123 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 25, 2024 D File 021-527818 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Sep 20, 2024 D File 021-524635 | $21,725,000 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via J.P. MORGAN SECURITIES LLC (CRD 000000079 ↗) |
| EDGAR ↗ | Sep 20, 2024 D File 021-524634 | $21,725,000 (est.) | $0 (est.) | $0 (est.) | None no CRD number reported via J.P. MORGAN SECURITIES LLC (CRD 000000079 ↗) |
| EDGAR ↗ | May 7, 2024 D/A File 021-475387 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jan 11, 2024 D/A File 021-470488 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | May 9, 2023 D File 021-481260 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | May 9, 2023 D File 021-481259 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | May 9, 2023 D File 021-481263 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Aug 4, 2022 D/A File 021-402948 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Aug 4, 2022 D/A File 021-402946 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Aug 4, 2022 D File 021-454911 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Apr 13, 2022 D File 021-441633 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 17, 2021 D File 021-403247 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jun 15, 2021 D File 021-402951 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Apr 27, 2021 D File 021-397288 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Apr 19, 2021 D File 021-396300 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Oct 29, 2020 D File 021-379262 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Mar 13, 2020 D File 021-362833 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 21, 2020 D/A File 021-333341 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 12, 2019 D File 021-344200 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | May 15, 2019 D File 021-339683 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 22, 2019 D File 021-333339 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Feb 22, 2019 D File 021-333340 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 11, 2018 D File 021-327636 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Dec 11, 2018 D File 021-327639 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Nov 5, 2018 D File 021-325086 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Nov 5, 2018 D File 021-325085 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 24, 2018 D File 021-317609 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 17, 2018 D File 021-317083 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Jul 17, 2018 D File 021-317086 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Dec 21, 2016 D File 021-276765 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Sep 19, 2016 D File 021-270915 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Sep 19, 2016 D File 021-270917 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Sep 19, 2016 D File 021-270912 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Sep 19, 2016 D File 021-270913 | $0 | $0 | $0 (est.) | None listed on this filing |
| EDGAR ↗ | Aug 3, 2015 D File 021-245007 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 30, 2014 D File 021-210979 | $0 | $0 | $0 | None listed on this filing |
| EDGAR ↗ | Jan 6, 2010 D File 021-137485 | $0 (est.) | $0 (est.) | $0 (est.) | None listed on this filing |
As reported by the issuer on Form D (Items 12–15), latest filing per offering (one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.
Counted across every filing this person is listed on (latest filing per offering, per issuer).
| Source | Issuer | Role | Filed | Form | Offering | Sold | Investors | Min. investment |
|---|---|---|---|---|---|---|---|---|
| EDGAR ↗ | SPC-X Flyers Co-Invest-A LP group: Trident | Executive Officer Member of DW Trident GP, LLC, a general partner of Stone Point GP X, L.P., the general partner of SPC-X Flyers Co-Invest-A LP | Oct 14, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SPC-X Flyers Co-Invest-B LP group: Trident | Executive Officer Member of DW Trident GP, LLC, a general partner of Stone Point GP X, L.P., the general partner of SPC-X Flyers Co-Invest-B LP | Oct 14, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SPC-X Flyers Co-Invest-C LP group: Trident | Executive Officer Member of DW Trident GP, LLC, a general partner of Stone Point GP X, L.P., the general partner of SPC-X Flyers Co-Invest-C LP | Oct 14, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Stone Point Insurance Solutions Parallel Fund, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, a general partner of Stone Point Insurance Solutions GP, L.P., the general partner of Stone Point Insurance Solutions Parallel Fund, L.P. | Oct 6, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $685,500,000 | 1 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Stone Point Insurance Solutions Fund, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, a general partner of Stone Point Insurance Solutions GP, L.P., the general partner of Stone Point Insurance Solutions Fund, L.P. | Oct 6, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $685,500,000 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Stone Point Insurance Solutions Fund, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, a general partner of Stone Point Insurance Solutions GP, L.P., the general partner of Stone Point Insurance Solutions Fund, L.P. | May 28, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $610,500,000 | 9 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SPIS AP Co-Invest US LP group: Trident | Executive Officer Member of DW Trident GP, LLC, a general partner of Stone Point Insurance Solutions GP, L.P., the general partner of SPIS AP Co-Invest US LP | May 12, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SPIS AP Co-Invest BDA LP group: Trident | Executive Officer Member of DW Trident GP, LLC, a general partner of Stone Point Insurance Solutions GP, L.P., the general partner of SPIS AP Co-Invest BDA LP | May 12, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Crimson Point, L.P. group: Trident | Executive Officer Secretary of Stone Point GP Ltd., the Sole Member of Crimson Point GP, LLC, the general partner of Crimson Point, L.P. | Feb 24, 2026 | D | Indefinite similar: $155,000–$5,250,000 | $1,235,000,000 | 18 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Stone Point Credit Corp group: Trident | Executive Officer, Director | Jan 26, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,514,696,156 | 200 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Stone Point Credit Income Fund group: Trident | Executive Officer, Director | Jan 26, 2026 | D/A | Indefinite similar: $155,000–$5,250,000 | $833,759,000 | 162 similar: 4–27 | $25,000 similar: $1,000–$100,000 |
| EDGAR ↗ | T-X Hammer Co-Invest LP group: Trident | Executive Officer Member of DW Trident GP, LLC, a general partner of Trident Capital X, L.P., the general partner of T-X Hammer Co-Invest LP | Dec 4, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Stone Point CV, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, a GP of Stone Point CV GP, L.P., the general partner of Stone Point CV, L.P | Sep 25, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SPC Liquid Credit Feeder Fund, L.P. group: Trident | Executive Officer Secretary of Stone Point GP Ltd., the sole member of SPC Liquid Credit Fund GP, LLC, the general partner of SPC Liquid Credit Feeder Fund, L.P. | Jul 10, 2025 | D/A | Indefinite similar: $500,000–$16,420,250 | $227,300,000 | 12 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | SPC Liquid Credit Fund, L.P. group: Trident | Executive Officer Secretary of Stone Point GP Ltd., the sole member of SPC Liquid Credit Fund GP, LLC, the general partner of SPC Liquid Credit Fund, L.P. | Jul 10, 2025 | D/A | Indefinite similar: $500,000–$16,420,250 | $328,000,000 | 9 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | T-X Ultra Co-Invest LP group: Trident | Executive Officer Member of DW Trident GP, LLC, a general partner of Trident Capital X, L.P., the general partner of T-X Ultra Co-Invest LP | Jun 17, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident X Professionals Fund, L.P. group: Trident | Executive Officer Member of Stone Point GP Ltd., the general partner of Trident X Professionals Fund, L.P. | May 21, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $326,000,000 | 7 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident X Parallel Fund, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, a general partner of Trident Capital X, L.P., the general partner of Trident X Parallel Fund, L.P. | May 21, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,798,770,120 | 103 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident X US Fund, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, a general partner of Trident Capital X, L.P., the general partner of Trident X US Fund, L.P. | May 21, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $4,987,689,880 | 145 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | T-IX Jade Co-Invest LP group: Trident | Executive Officer Member of DW Trident GP, LLC, a general partner of Trident Capital IX, L.P., the general partner of T-IX Jade Co-Invest LP | Mar 7, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Stone Point Credit Income Fund group: Trident | Executive Officer, Director | Jan 27, 2025 | D | Indefinite similar: $155,000–$5,250,000 | $452,511,000 | 84 similar: 4–27 | $25,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Stone Point Credit Corp group: Trident | Executive Officer, Director | Jan 24, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,512,946,146 | 196 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SPC Opportunities Parallel Fund II, L.P. group: Trident | Executive Officer Member of DW Opps GP, LLC, the general partner of SPC Opps Fund II GP, L.P., the general partner of SPC Opportunities Parallel Fund II, L.P. | Jan 14, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $355,984,950 | 8 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SPC Opportunities Fund II, L.P. group: Trident | Executive Officer Member of DW Opps GP, LLC, the general partner of SPC Opps Fund II GP, L.P., the general partner of SPC Opportunities Fund II, L.P. | Jan 14, 2025 | D/A | Indefinite similar: $155,000–$5,250,000 | $172,615,050 | 12 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | T-IX Kraken Co-Invest LP group: Trident | Executive Officer Member of DW Trident GP, LLC, a general partner of Trident Capital IX, L.P., the general partner of T-IX Kraken Co-Invest LP | Dec 13, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | T-IX Co-Invest-A LP group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital IX, L.P., the general partner of T-IX Co-Invest-A LP | Nov 21, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | T-IX Starlight Co-Invest LP group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital IX, L.P., the general partner of T-IX Starlight Co-Invest LP | Oct 25, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident X Parallel Feeder Fund, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, a general partner of Trident Capital X, L.P., the general partner of Trident X Parallel Feeder Fund, L.P. | Sep 20, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident X US Feeder Fund, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, a general partner of Trident Capital X, L.P., the general partner of Trident X US Feeder Fund, L.P. | Sep 20, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SPC Liquid Credit Feeder Fund, L.P. group: Trident | Executive Officer Secretary of Stone Point GP Ltd., the sole member of SPC Liquid Credit Fund GP, LLC, the general partner of SPC Liquid Credit Feeder Fund, L.P. | Jun 13, 2024 | D/A | Indefinite similar: $500,000–$16,420,250 | $163,900,000 | 10 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | SPC Liquid Credit Fund, L.P. group: Trident | Executive Officer Secretary of Stone Point GP Ltd., the sole member of SPC Liquid Credit Fund GP, LLC, the general partner of SPC Liquid Credit Fund, L.P. | Jun 13, 2024 | D/A | Indefinite similar: $500,000–$16,420,250 | $301,059,032 | 17 similar: 2–28 | No minimum reported similar: $5,000–$100,000 |
| EDGAR ↗ | Trident X Professionals Fund, L.P. group: Trident | Executive Officer Member of Stone Point GP Ltd., the general partner of Trident X Professionals Fund, L.P. | May 21, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident X Parallel Fund, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, a general partner of Trident Capital X, L.P., the general partner of Trident X Parallel Fund, L.P. | May 21, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident X US Fund, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, a general partner of Trident Capital X, L.P., the general partner of Trident X US Fund, L.P. | May 21, 2024 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | T-IX Butterfly Co-Invest LP group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital IX, L.P., the general partner of T-IX Butterfly Co-Invest LP | May 7, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $974,900,000 | 47 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SPC Opps Professionals Fund II, L.P. group: Trident | Director Director and Secretary of Stone Point GP Ltd., the general partner of SPC Opps Professionals Fund II, L.P. | Jan 11, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SPC Opportunities Parallel Fund II, L.P. group: Trident | Executive Officer Member of DW Opps GP, LLC, the general partner of SPC Opps Fund II GP, L.P., the general partner of SPC Opportunities Parallel Fund II, L.P. | Jan 11, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $226,984,950 | 5 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SPC Opportunities Fund II, L.P. group: Trident | Executive Officer Member of DW Opps GP, LLC, the general partner of SPC Opps Fund II GP, L.P., the general partner of SPC Opportunities Fund II, L.P. | Jan 11, 2024 | D/A | Indefinite similar: $155,000–$5,250,000 | $117,015,050 | 11 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Stone Point Credit Corp group: Trident | Executive Officer, Director | Dec 29, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $1,027,594,303 | 160 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SPC Liquid Credit Feeder Fund, L.P. group: Trident | Director Director of Stone Point GP Ltd., the sole member of SPC Liquid Credit Fund GP, LLC, the general partner of SPC Liquid Credit Feeder Fund, L.P. | Dec 26, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $133,055,930 | 6 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SPC Liquid Credit Fund, L.P. group: Trident | Director Director of Stone Point GP Ltd., the sole member of SPC Liquid Credit Fund GP, LLC, the general partner of SPC Liquid Credit Fund, L.P. | Dec 26, 2023 | D/A | Indefinite similar: $155,000–$5,250,000 | $116,364,070 | 12 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | T-IX Ferdinand Co-Invest-C, LP group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital IX, L.P., the general partner of T-IX Ferdinand Co-Invest-C, LP | May 9, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | T-IX Ferdinand Co-Invest-B, LP group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital IX, L.P., the general partner of T-IX Ferdinand Co-Invest-B, LP | May 9, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | T-IX Ferdinand Co-Invest-A, LP group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital IX, L.P., the general partner of T-IX Ferdinand Co-Invest-A, LP | May 9, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | T-IX Butterfly Co-Invest LP group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital IX, L.P., the general partner of T-IX Butterfly Co-Invest LP | Mar 9, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $200,000,000 | 2 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SPC Opps Professionals Fund II, L.P. group: Trident | Director Director and Secretary of Stone Point GP Ltd., the general partner of SPC Opps Professionals Fund II, L.P. | Jan 12, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SPC Opportunities Parallel Fund II, L.P. group: Trident | Executive Officer Member of DW Opps GP, LLC, the general partner of SPC Opps Fund II GP, L.P., the general partner of SPC Opportunities Parallel Fund II, L.P. | Jan 12, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SPC Opportunities Fund II, L.P. group: Trident | Executive Officer Member of DW Opps GP, LLC, the general partner of SPC Opps Fund II GP, L.P., the general partner of SPC Opportunities Fund II, L.P. | Jan 12, 2023 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Stone Point Credit Corp group: Trident | Executive Officer, Director | Dec 30, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $901,524,403 | 103 similar: 4–27 | $50,000 similar: $1,000–$100,000 |
| EDGAR ↗ | SPC Liquid Credit Feeder Fund, L.P. group: Trident | Director Director and Secretary of Stone Point GP Ltd., the managing member of SPC Liquid Credit Fund GP, LLC, the general partner of SPC Liquid Credit Feeder Fund, L.P. | Dec 22, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SPC Liquid Credit Fund, L.P. group: Trident | Director Director and Secretary of Stone Point GP Ltd., the managing member of SPC Liquid Credit Fund GP, LLC, the general partner of SPC Liquid Credit Fund, L.P. | Dec 22, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident IX Parallel Fund, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital IX, L.P., the general partner of Trident IX Parallel Fund, L.P. | Aug 4, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,664,904,420 | 75 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident IX, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital IX, L.P., the general partner of Trident IX, L.P. | Aug 4, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $5,054,425,580 | 148 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | T-IX TH Co-Invest LP group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital IX, L.P., the general partner of T-IX TH Co-Invest LP | Aug 4, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $163,500,000 | 4 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident IX Parallel Fund, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital IX, L.P., the general partner of Trident IX Parallel Fund, L.P. | Jun 15, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $3,620,404,420 | 67 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident IX, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital IX, L.P., the general partner of Trident IX, L.P. | Jun 15, 2022 | D/A | Indefinite similar: $155,000–$5,250,000 | $5,044,425,580 | 147 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | T-IX Boost Co-Invest LP group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital IX, L.P., the general partner of T-IX Boost Co-Invest LP | Apr 13, 2022 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Stone Point Credit Corp group: Trident | Executive Officer, Director | Dec 30, 2021 | D/A | Indefinite similar: $155,000–$5,250,000 | $869,878,104 | 43 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | T-VIII Mercury Co-Invest LP group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital VIII, L.P., the general partner of T-VIII Mercury Co-Invest LP | Jun 17, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident IX Professionals Fund, L.P. group: Trident | Director Director of Stone Point GP, Ltd., the general partner of Trident IX Professionals Fund, L.P. | Jun 15, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident IX Parallel Fund, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital IX, L.P., the general partner of Trident IX Parallel Fund, L.P. | Jun 15, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident IX, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital IX, L.P., the general partner of Trident IX, L.P. | Jun 15, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | T-VIII Skopima Co-Invest LP group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital VIII, L.P., the general partner of Trident VIII, L.P. | Apr 27, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | T-VIII Celestial Co-Invest LP group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital VIII, L.P., the general partner of T-VIII Celestial Co-Invest LP | Apr 19, 2021 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Stone Point Credit Corp group: Trident | Executive Officer, Director | Dec 31, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $667,000,000 | 42 similar: 4–27 | $250,000 similar: $1,000–$100,000 |
| EDGAR ↗ | Stone Point Credit LLC group: Trident | Executive Officer Executive Officer of the Managing Member of the Issuer | Oct 29, 2020 | D | Indefinite similar: $763,000–$10,000,000 | $0 | 0 similar: 4–23 | No minimum reported similar: $10,000–$78,388 |
| EDGAR ↗ | T-VIII Co-Invest-A LP group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital VIII, L.P., the general partner of Trident VIII, L.P. | Mar 13, 2020 | D | Indefinite similar: $155,000–$5,250,000 | $650,900,000 | 39 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident VIII Professionals Fund, L.P. group: Trident | Director Director of Stone Point GP Ltd., the general partner of Trident VIII Professionals Fund, L.P. | Feb 21, 2020 | D/A | Indefinite similar: $155,000–$5,250,000 | $193,236,250 | 33 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Evergreen Parent, L.P. group: Evergreen Parent | Director Manager of the General Partner | Jul 12, 2019 | D | Indefinite similar: $750,000–$13,000,000 | $0 | 12 similar: 1–13 | No minimum reported similar: $6,403–$560,000 |
| EDGAR ↗ | Trident VIII DE Parallel Fund, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital VIII, L.P., the general partner of Trident VIII DE Parallel Fund, L.P. | May 15, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident VIII Professionals Fund, L.P. group: Trident | Director Director of Stone Point GP Ltd., the general partner of Trident VIII Professionals Fund, L.P. | Feb 22, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident VIII Parallel Fund, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital VIII, L.P., the general partner of Trident VIII Parallel Fund, L.P. | Feb 22, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident VIII, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital VIII, L.P., the general partner of Trident VIII, L.P. | Feb 22, 2019 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Evergreen Parent GP, LLC group: Evergreen Parent | Director | Dec 11, 2018 | D | Indefinite similar: $750,000–$13,000,000 | $0 | 43 similar: 1–13 | No minimum reported similar: $6,403–$560,000 |
| EDGAR ↗ | Evergreen Parent, L.P. group: Evergreen Parent | Director Manager of the General Partner | Dec 11, 2018 | D | $2,756,978,620 similar: $750,000–$13,000,000 | $2,741,024,356 | 85 similar: 1–13 | No minimum reported similar: $6,403–$560,000 |
| EDGAR ↗ | SPC Opportunities Parallel Feeder Fund, L.P. group: Trident | Executive Officer Member of DW Opps GP, LLC, the general partner of SPC Opps Fund GP, L.P., the general partner of SPC Opportunities Parallel Feeder Fund, L.P. | Nov 5, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SPC Opportunities Feeder Fund, L.P. group: Trident | Executive Officer Member of DW Opps GP, LLC, the general partner of SPC Opps Fund GP, L.P., the general partner of SPC Opportunities Feeder Fund, L.P. | Nov 5, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SPC Opps Professionals Fund, L.P. group: Trident | Director Director of Stone Point GP Ltd., the general partner of SPC Opps Professionals Fund, L.P. | Jul 24, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SPC Opportunities Parallel Fund, L.P. group: Trident | Executive Officer Member of DW Opps GP, LLC, the general partner of SPC Opps Fund GP, L.P., the general partner of SPC Opportunities Parallel Fund, L.P. | Jul 17, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | SPC Opportunities Fund, L.P. group: Trident | Executive Officer Member of DW Opps GP, LLC, the general partner of SPC Opps Fund GP, L.P., the general partner of SPC Opportunities Fund, L.P. | Jul 17, 2018 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident VII DE Parallel Fund, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital VII, L.P., the general partner of Trident VII DE Parallel Fund, L.P. | Dec 21, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident VII Professionals Fund, L.P. group: Trident | Director Director of Stone Point GP Ltd., the general partner of Trident VII Professionals Fund, L.P. | Sep 19, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident VII Affiliated Fund, L.P. group: Trident | Director Director of Stone Point GP Ltd., the general partner of Trident VII Affiliated Fund, L.P. | Sep 19, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident VII Parallel Fund, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital VII, L.P., the general partner of Trident VII Parallel Fund, L.P. | Sep 19, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident VII, L.P. group: Trident | Executive Officer Member of DW Trident GP, LLC, the general partner of Trident Capital VII, L.P., the general partner of Trident VII, L.P. | Sep 19, 2016 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | T-VI Co-Invest-A LP group: Trident | Executive Officer Sole Member of DW Trident VI, LLC, a general partner of Trident Capital VI, L.P., the general partner of T-VI Co-Invest-A LP | Aug 3, 2015 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident VI DE Parallel Fund, L.P. group: Trident | Executive Officer Sole Member of DW Trident VI, LLC, a general partner of Trident Capital VI, L.P., the general partner of Trident VI DE Parallel Fund, L.P. | Jan 30, 2014 | D | Indefinite similar: $155,000–$5,250,000 | $0 | 0 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
| EDGAR ↗ | Trident V Affiliated Fund, L.P. group: Trident | Executive Officer of Stone Point GP Ltd., the general partner of Trident V Affiliated Fund, L.P. | Jan 6, 2010 | D | Indefinite similar: $155,000–$5,250,000 | $13,050,000 | 11 similar: 4–27 | No minimum reported similar: $1,000–$100,000 |
Every row is a Form D or D/A on which the issuer listed this name as a related person. Related-person names are matched on first + last name and the address state on the filing; records that share a name but could not be tied together by a second identifier are listed separately below.
"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); Pooled Investment Fund / 506(c) (8,096 filings); Investing / 506(b) (2,521 filings); Insurance / 506(b) (687 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.
People and management entities the issuers listed as related persons on the same Form D filings as David J. Wermuth. Source: the EDGAR rows in the table above. Showing the 40 with the most shared filings.
None found in sources searched.
Sources searched: SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 · Last checked Oct 23, 2026, 8:41 PM ET.
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