SOUND SHORE MANAGEMENT INC

RIASEC RegisteredEst. 1978

Total AUM

$3.4B

Discretionary

$3.4B

100% of AUM

Avg account

$9.1M

Accounts

372

Employees

Advisory reps

Firm details

Headquarters: GREENWICH, Connecticut
CRD number: 112379
Registered since: January 6, 1978
Website: soundshorefund.com
Custodians: J.P. MORGAN SECURITIES INC., GOLDMAN SACHS & CO. LLC, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM
Client types: State / Municipal Government32%
Investment Companies29.06%
Other13.99%
Sovereign Wealth Funds9.14%
Pooled Investment Vehicles5.87%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sound Shore Management Inc. is an SEC-registered investment adviser active since 1978 that runs primarily equity-focused portfolios for both individuals/families and institutions. The firm charges fees as a percentage of assets under management and concentrates on separately managed equity strategies, emphasizing liquid, exchange-traded holdings. Filings identify the firm as an active ESG investor and show it provides portfolio management across individual accounts, pooled vehicles and institutional mandates. Sound Shore has been recognized in industry rankings, appearing on CNBC’s Top 100 Financial Advisory Firms list in 2019 and 2020.