Sound Shore Management Inc
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Overview
Sound Shore Management Inc operates as a financial advisory company that has its headquarters in Greenwich, Connecticut. It has $2.8 billion in assets across 414 customer accounts, placing it among the biggest firms in the United States by assets under management (AUM). It has a small group, including 6 financial advisors. Sound Shore Management Inc is not a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like bonds, options and equities.
Sound Shore Management Inc manages all of the company's client assets in a discretionary manner. Discretionary management signifies that a portfolio manager makes transaction judgments for the client's account without requiring client permission. The company manages about $6.8 million in assets for each customer account. The average advisor at Sound Shore Management Inc oversees around 69 client accounts, placing it towards the middle in terms of personalization.
Sound Shore Management Inc's headquarters is located at 8 Sound Shore Dr., Suite 180, Greenwich, Connecticut 06830-7242. It is legally allowed to provide services to investors across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sound Shore Management Inc by the Numbers
$2.8 billion
17
414
$6.8 million
Fee Structure
Financial management fees usually vary depending on which services are provided. However, fees charged by the firm likely consist of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Sound Shore Management Inc.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Sound Shore Management Inc works with a broad range of investors. The company works with high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, sovereign wealth funds, corporations and other. Out of its 414 accounts, Sound Shore Management Inc's largest client group by number of accounts is other, but it also caters to three high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 7% of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0.73%
- Other Individuals - 0%
- Corporations - 98.79%
- Charitable Organizations - 0.49%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sound Shore Management Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Sound Shore Management Inc
Greenwich, CT
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