Who Charles Davis of Stone Point Actually Is
The person behind this search query is Charles A. Davis, Chairman and Co-Chief Executive Officer of Stone Point Capital LLC, a private equity firm headquartered at 20 Horseneck Lane, Greenwich, CT 06830. That middle initial matters: there are other people named Charles Davis in public life (a bio page in Northern Virginia Magazine, for instance, documents a different Charles Davis with no Stone Point connection), so anchoring on "Charles A. Davis" plus the Stone Point and Trident Funds identifiers is the clearest way to make sure you're looking at the right person. Multiple independent SEC filings, including Schedule I documents attached to SC 13D filings, AXIS Capital proxy statements, and Form 4 director-share disclosures, all list the same name, the same business address, and the same title. That consistency across primary sources gives very high confidence that "Charles Davis Stone Point" refers to this one individual.
Stone Point Capital is a financial services-focused private equity firm best known for its Trident Funds series, a line of investment vehicles targeting insurance, financial technology, and related sectors. Charles A. Davis chairs the Investment Committees of all Trident Funds and, through a single-member LLC, serves as a general partner of Trident IV GP and holds a membership interest in Trident IV Professionals GP. His name appears on SEC filings tied to Stone Point's ownership stake in AXIS Capital Holdings, one of the firm's most publicly visible portfolio relationships, which is why his name surfaces so frequently in AXIS-related SEC documents.
What "Net Worth" Means Here and How Estimates Are Built
Net worth is simply total assets minus total liabilities. For a private equity executive like Charles A. Davis, the hard part is that most of his wealth sits in private fund structures, carried interest arrangements, and co-investment positions that are not disclosed the way a public company CEO's compensation would be. There is no annual proxy statement that lists his salary, bonus, and equity grants in one place. What we do have are partial data points from SEC filings, and the methodology here is to triangulate those fragments into a defensible range rather than a single precise number.
The main inputs used to estimate net worth for private equity principals are: (1) disclosed public equity holdings and insider transactions, (2) inferred carried interest based on fund sizes and typical GP economics, (3) any real estate or property records available in public databases, (4) compensation benchmarks for senior partners at comparable private equity firms, and (5) cross-checks from any financial press interviews or regulatory filings that mention personal financial arrangements. Where data is missing, a reasonable range is applied using conservative and optimistic scenarios. Confidence levels are stated explicitly so you know how much weight to put on any figure.
Career History and Income Sources
Charles A. Davis spent 23 years as a partner at Goldman, Sachs & Co. before joining Stone Point Capital in 1998. Two and a half decades as a Goldman partner is a significant wealth-building period on its own: Goldman partners historically receive large equity grants, profit-sharing distributions, and deferred compensation that can compound for years. By the time he transitioned to Stone Point, he almost certainly arrived with a meaningful pre-existing financial base.
At Stone Point, the primary income mechanism for a Co-CEO and Investment Committee chair is carried interest, which is the share of profits (typically 20 percent of gains above a hurdle rate) that general partners earn on each Trident Fund. Stone Point has raised multiple Trident Funds over the years, with Trident VIII being the most recently disclosed active vehicle tied to AXIS Capital transactions. Management fees, typically 1.5 to 2 percent of committed capital, also flow to the GP entity, and senior principals receive allocations from that stream. Additionally, Davis receives director compensation directly from AXIS Capital for his board role: a Form 4 filed in January 2026 shows he received 2,840 common shares as director's fees on January 15, 2026, at a closing price of $100.34 per share, worth approximately $285,000 for that single grant.
On the public equity side, a Nasdaq-reported insider transaction shows "CHARLES A DAVIS" sold 2,234,636 shares of AXIS Capital on February 3, 2025. Depending on the price at execution (AXIS traded in the $75 to $85 range during early 2025), that transaction alone would represent a gross proceed somewhere in the $167 million to $190 million range. Some portion of those shares may have been held through Stone Point investment vehicles rather than directly, which affects how much of that figure lands on Davis's personal balance sheet versus the fund's, but the scale of the transaction confirms he has had access to AXIS equity in very large quantities.
Assets: What the Public Record Suggests
Estimating the asset side of the ledger for a private equity executive requires separating three buckets: direct personal holdings, indirect holdings through fund vehicles, and other personal assets like real estate. Here is what the available evidence points to for each.
| Asset Category | Evidence Basis | Estimated Range | Confidence |
|---|
| AXIS Capital direct/indirect equity | Feb 2025 insider sale (2.23M shares); Jan 2026 Form 4 director shares | $50M–$200M+ (depending on retained vs. distributed) | Moderate |
| Carried interest (Trident Funds) | GP role confirmed across Trident IV, VIII, and other funds; fund sizes not fully public | $100M–$500M+ (cumulative over career) | Low–Moderate |
| Goldman Sachs legacy wealth | 23 years as Goldman partner prior to 1998; no direct disclosure | $20M–$100M (illustrative benchmark) | Low |
| Real estate and personal property | Greenwich, CT business address; no public property record disclosed in research data | Unknown, likely material | Very Low |
| Other investments / co-investments | Investment Committee chair role implies co-investment access across Stone Point portfolio | Unquantified | Very Low |
The AXIS Capital equity position is the most documentable data point. The February 2025 sale of over 2.2 million shares is striking in scale, and even after that transaction, additional shares were granted in January 2026, suggesting an ongoing equity relationship with the company. It is worth noting that when Stone Point investment vehicles like T-VIII PubOpps LP hold AXIS shares, Davis as a general partner has an indirect economic interest in those positions, but he is not the sole beneficial owner of the vehicle. SEC filings for AXIS Capital include beneficial ownership disclaimers acknowledging exactly this structure.
Liabilities, Taxes, and Why Estimates Vary Across Sources
Any net worth figure you see for a private equity principal should be treated as a gross estimate unless liabilities are clearly accounted for. For someone of Davis's profile, the most relevant liabilities are: personal real estate mortgages (common even at high wealth levels for tax and liquidity management reasons), deferred tax obligations on unrealized carried interest and equity holdings, potential clawback provisions in older Trident Funds (which require GPs to return carry if fund performance reverses), and any personal guarantees or indemnification agreements tied to fund structures. None of these are publicly disclosed in granular form.
Taxes are a particularly important reducer. The February 2025 AXIS share sale would have generated a taxable event. Even if much of the gain qualifies for long-term capital gains treatment, a transaction of that size in Connecticut (which taxes capital gains as ordinary income for state purposes) could result in a combined federal and state tax rate approaching 30 percent or more on the gain. That means a headline sale figure of $170 million could translate to a net after-tax receipt considerably lower. This is why published net worth estimates for private equity figures vary so widely: some include gross asset values, others attempt to net out taxes and liabilities, and almost none have access to the actual balance sheet.
Comparing how different Charles figures in finance get analyzed illustrates the challenge well. A figure like Charles Banks IV, for example, operates in a different industry with different public disclosure norms, yet faces the same fundamental estimation problem: private wealth is largely invisible to outside observers until it surfaces in a public transaction or filing.
The Bottom-Line Net Worth Range (with Confidence Level)
Based on all available public data as of April 2026, a credible net worth range for Charles A. Davis of Stone Point Capital is approximately $200 million to $700 million. The lower bound reflects a conservative reading of his AXIS equity exposure after the 2025 sale, a modest carried interest allocation across the Trident Funds, and legacy Goldman wealth, all reduced for taxes and estimated liabilities. The upper bound incorporates a more aggressive reading of cumulative carried interest over nearly three decades in private equity at the GP level, retained AXIS equity, and undisclosed co-investment gains. Confidence level: moderate-low. This is an informed estimate, not a confirmed figure. No public source has directly reported Davis's personal net worth, and the structural opacity of private equity GP economics means the true number could fall outside this range in either direction.
How to Find Verified Updates and Check Sources Yourself
The most reliable ongoing data sources for Charles A. Davis's financial footprint are all publicly accessible. Here is where to look and what to look for.
- SEC EDGAR (edgar.sec.gov): Search for "Charles A. Davis" under Form 4 filings to track director share grants and insider sales tied to AXIS Capital. SC 13D and 13G filings from Stone Point will show changes in beneficial ownership of AXIS shares held through Trident vehicles.
- AXIS Capital proxy statements (annual DEF 14A filings on EDGAR): These disclose Stone Point's beneficial ownership of AXIS shares and describe Davis's committee roles, which helps estimate his indirect equity exposure.
- Stone Point Capital's own website (stonepointcapital.com): The team page lists his current title and bio. If his role changes (retirement, succession), that will appear here first.
- Property records: Connecticut and other state property databases can surface real estate holdings under his name or associated LLCs. Start with Greenwich, CT given his documented business address.
- Court records (PACER for federal, state court websites): Any litigation involving Stone Point or Davis personally would appear here and could affect net worth estimates.
- Financial press: Bloomberg, Wall Street Journal, and Private Equity International periodically report on Stone Point fund raises and closings, which give context for the scale of carried interest being generated.
When cross-checking any net worth claim you find elsewhere, always verify that the source is actually referencing Charles A. Davis at Stone Point Capital, not another Charles Davis. The middle initial, the Greenwich address (c/o Stone Point Capital LLC, 20 Horseneck Lane, Greenwich, CT 06830), and the Trident Funds Investment Committee chair role are the three primary identity anchors in public records. If a source does not reference at least one of these, treat the figure with skepticism.
How to Run Your Own Estimate When Hard Data Is Limited
If you want to build your own back-of-envelope estimate, here is a practical framework. Start with what is documented: the January 2026 Form 4 director share grant (2,840 shares at $100.34 = roughly $285,000), and the February 2025 insider sale (2,234,636 shares). Apply a conservative AXIS stock price assumption to that sale and subtract an estimated 28 to 32 percent tax drag to get an after-tax cash figure. That gives you a floor for one documented liquidity event.
- Pull all Form 4 filings for Charles A. Davis on EDGAR and total up disclosed AXIS share transactions over the past five years. Multiply retained shares by the current AXIS stock price.
- Look up the most recently closed Trident Fund size in financial press. A typical PE fund of $3 to $5 billion with a 20% carry and a 2x return generates $600M to $1B in total carry for the GP entity. Senior principals like a Co-CEO typically receive 10 to 25 percent of total GP carry, depending on partnership economics.
- Apply a conservative 25 to 30 percent tax and liability haircut to your gross asset estimate.
- Add a Goldman legacy wealth assumption based on publicly reported Goldman partner compensation benchmarks for the late 1990s (long-term partners often accumulated $20M to $50M+ by that era).
- State your result as a range, not a single number. Private equity wealth estimates at this level carry uncertainty of at least plus or minus 40 percent.
This same framework applies when researching other private-finance figures. The site's profile of Charles Stone III walks through a comparable methodology for a different individual in the finance space, and you will notice the same reliance on SEC filings and compensation benchmarks in the absence of direct disclosure.
What This Means in Practice: Putting the Number in Context
A net worth of $200 million to $700 million places Charles A. Davis firmly in the category of high-wealth private equity professionals, well below the billionaire tier occupied by founders of the largest PE megafirms, but consistent with a career spanning senior Goldman partnership and nearly three decades of GP economics at a successful mid-to-large private equity firm. The Trident Funds have backed notable financial services companies, and long-tenured investment committee chairs at firms of this profile typically accumulate carried interest across multiple fund cycles. The scale of the February 2025 AXIS share sale alone signals a financial profile in this range.
It is also worth noting how the research picture for someone like Davis compares to less institutionally prominent individuals who share the Charles Davis name. The Jeffrey Charles Stone profile on this site is a useful illustration of how differently wealth documentation looks for figures outside institutional finance, where SEC filings and Form 4 disclosures are not available and the estimation process relies far more on business valuation and public record inference.
One last comparison worth keeping in mind: the opacity around Davis's wealth is not unusual for private equity. Even well-documented professionals in other fields face similar gaps. The profile of Charles Waterstreet on this site shows how career earnings in a completely different domain, law, require a similarly layered approach to verification, where documented professional fees, property records, and public mentions all serve as partial proxies for actual net worth. The methodology transfers even when the industry does not.
Your Next Steps
If you landed here wanting a direct answer: the most credible estimate for Charles A. Davis of Stone Point Capital's net worth as of April 2026 is in the $200 million to $700 million range, with moderate-low confidence. The number is grounded in documented insider equity transactions, reasonable carried interest benchmarks for a Co-CEO of a multi-fund PE firm, and legacy compensation from a 23-year Goldman partnership. It is not a confirmed figure because private equity GP wealth is structurally opaque. For the most current picture, monitor EDGAR for new Form 4 filings under Charles A. Davis and AXIS Capital proxy statements for Stone Point's beneficial ownership disclosures. Those two sources will give you the most timely and reliable signal available in the public record.
