Sound Shore Management Inc

RIASEC Registered

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 institutional registered investment adviser that has been SEC-registered since 1978. The firm operates as a corporation under individual ownership and manages assets for both individual and family clients as well as institutional investors. Its advisory mandate is fee-based, charging a percentage of assets under management, and its services include portfolio management for individuals and small businesses, management of investment companies and pooled vehicles, and advisory relationships with businesses and institutions. The firm identifies as an active ESG investor and has been listed among CNBC’s Top 100 Financial Advisory Firms in 2019 and 2020.