SOUND SHORE MANAGEMENT INC

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Adviser Profile
As of Date 05/28/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 17
of those in investment advisory functions 6
Registration SEC, Approved, 01/06/1978
AUM* 3,005,626,701 6.56%
of that, discretionary 3,005,626,701 6.56%
Private Fund GAV* 25,210,134 17.88%
Avg Account Size 7,551,826 10.84%
% High Net Worth 0.50% -30.98%
SMA’s Yes
Private Funds 1
Contact Info 203 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
7B 6B 5B 4B 3B 2B 962M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$25,210,134

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Brochure Summary

Overview

Sound Shore is an institutional investment adviser with a single strategy – value investing in mid and large capitalization U.S.-listed equities and ADRs. Sound Shore managed $3.0 billion on a discretionary basis for 14 clients and provided a model portfolio for $0.3 billion of nondiscretionary assets as of December 31, 2023. Sound Shore has utilized this same investing strategy since its founding in 1978. While Sound Shore constructs portfolios similarly for each client, we will tailor the investment strategy to the individual needs of our clients. Certain clients may impose investment
restrictions on investing in certain securities or types of securities. Sound Shore is an S corporation which is 100% employee owned. The firm’s principal owner is Harry Burn, III. Other owners include John P. DeGulis, T. Gibbs Kane, Jr., Peter B. Evans, David B. Bilik, James F. Clark, Shanna S. Sullivan, Lowell E. Haims, and Ellen S. Smoller. Sound Shore has a participation plan which transfers ownership to key personnel over time. Sound Shore offers the benefits of a firm that is managed by its owners who utilize a consistent and disciplined value-oriented investment strategy.