Elevation Point Takes Minority Stake in Stonebrook Private

Elevation Point Makes Minority Growth Investment in Harbor View Private Wealth

January 22, 2026

Wealth Management

Elevation Point has made a strategic minority (growth capital) investment in Harbor View Private Wealth, an Atlanta-area independent wealth management firm that oversees roughly $1.3 billion in client assets. The capital will support Harbor View’s move to independence and enable expansion of its holistic wealth planning services beyond traditional portfolio management.

Elevation Point Makes Minority Growth Investment in Hampton Bluff Capital Partners

February 21, 2026

Wealth Management

Elevation Point has made a strategic minority (growth) investment in Hampton Bluff Capital Partners, a newly launched independent wealth management firm based in Atlanta, Georgia that oversees approximately $1.3 billion in client assets. The partnership gives Hampton Bluff access to Elevation Point's ecosystem — including custody, lending, capital-raising, investment banking and estate-planning tools — to support the team's transition from UBS Private Wealth Management to an independent RIA and to accelerate growth and capability expansion.

Elevation Point Makes Minority Investment in Forta Wealth Partners

January 29, 2026

Wealth Management

Elevation Point has made a minority growth investment in Forta Wealth Partners, enabling the Indianapolis-based advisory team to launch an independent RIA with access to custodial, technology, and capital resources. Forta, a trade name of Elevation Point Wealth Partners, brings more than $900 million in client assets carried over from its prior Merrill Lynch practice and will benefit from Elevation Point’s support and Goldman Sachs custody collaboration.

Stone Point Capital Makes Minority Growth Investment in IEQ Capital

January 19, 2023

Financial Services

Stone Point Capital made a minority growth investment in IEQ Capital to support the wealth management firm's continued organic growth, technology and infrastructure investments, and national expansion. The partnership deepens an existing lending relationship and is intended to accelerate IEQ's platform and family office service offerings.

TowerBrook and Related Fund Management Invest in Stonebridge Companies

March 2, 2022

Real Estate

TowerBrook Capital Partners completed a majority investment in Stonebridge Companies, with Related Fund Management taking a significant minority stake and founder Navin Dimond rolling a meaningful portion of his equity. The investors and Stonebridge will commit capital to establish a real estate investment platform to fund new hotel acquisitions and support the company’s geographic expansion and operational growth; financial terms were not disclosed.

Stone Point Capital Acquires Majority Stake in Beeline

May 3, 2022

Cloud & SaaS

Funds managed by Stone Point Capital have made a majority investment in Beeline, the Jacksonville-based provider of cloud solutions for sourcing and managing the extended workforce. Existing investor New Mountain Capital will remain a minority investor; the capital injection is intended to accelerate Beeline's platform innovation, AI capabilities and market expansion.