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SOUND SHORE MANAGEMENT INC
CRD 112379File 801-13549
APPROVED
Retail clients
Custody
Filing as of Apr 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.40B
Top 25% of cohort (national)
Discretionary AUM
$3.40B
Clients
12
372 accounts
Employees
16
Top 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 6, 1978
- Principal office
- 8 SOUND SHORE DR., SUITE 180, GREENWICH, CT, 06830-7242
- Phone
- 203-629-1980
- Website
- HTTP://WWW.SOUNDSHORE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.40B
- Discretionary AUM
- $3.40B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 372
- Non-discretionary accounts
- 0
- Total accounts
- 372
- AUM per client
- $283.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $118.6M |
| Non-U.S. persons | 1 | $310.6M |
| Investment companies | 1 | $987.6M |
| Charitable organizations | 2 | $132.8M |
| High net worth individuals | 2 | $3.6M |
| Pooled investment vehicles | 2 | $199.5M |
| Pension and profit sharing plans | 1 | $82.8M |
| State or municipal government entities | 2 | $1.09B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 370 | 12 | decreased by358 |
| Apr 1, 2026 | Clients | 386 | 370 | decreased by16 |
| Apr 1, 2026 | AUM | $3,197,778,346 | $3,398,340,001 | increased by$200,561,655 |
| Apr 1, 2026 | Accounts | 388 | 372 | decreased by16 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 16 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 424 | 386 | decreased by38 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,754,735,931 | $3,197,778,346 | decreased by$556,957,585 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 426 | 388 | decreased by38 |
| Apr 1, 2022 | Employees | 17 | 18 | increased by1 |
| Apr 1, 2022 | Clients | 445 | 424 | decreased by21 |
| Apr 1, 2022 | AUM | $3,457,165,465 | $3,754,735,931 | increased by$297,570,466 |
| Apr 1, 2022 | Accounts | 445 | 426 | decreased by19 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SOUND SHORE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SOUND SHORE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.