SourcingSourcing

SOUND SHORE MANAGEMENT INC

C31
CRD 112379·SEC 801-13549·GREENWICH, CT
AUM
$3.40B
$1B+
Est. Revenue
$34.0M
@ 1% on AUM
Est. EBITDA
$10.2M
@ 30% margin
Est. Deal Value
$81.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SOUND SHORE MANAGEMENT INC
CRD
112379
SEC file #
801-13549
EIN
471062019
DBA names
—

Economics

AUM
$3.40B
AUM band
$1B+
AUM trajectory
'20'26
$5.10B → $3.40B▼ -33%
Client mix
Other358
Individuals High Net Worth2
Pooled Investment Vehicles2
Charitable Organizations2
State Or Municipal Govt2

Operations

Employees (total)
16
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
7 advisors → 8 advisors▲ +14%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
04/09/2026
ADV-W filed at
—
Website
soundshore.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BURN, HARRY
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
9
Control Persons
BURN, HARRY
DEGULIS, JOHN, PATRICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SOUNDSHORE.COM
Rdap Domain Creation Date
1995-12-08T05:00:00Z
Rdap Firm Age Years
31
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
616,049
Form 5500 Compensation Trajectory 3y
2025616,049
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
616,049
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001612018
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2014-06-26
Edgar Last Filing Date
2014-06-26
Edgar Form D Count
1
Edgar Form D Offerings
2014-06-262014-06-26 · 0001612018-14-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Goldman Sachs6
State Street4
E*trade4
U.s. Bank2
Bny Mellon2
Edgar Addresses
Mailing
8 SOUND SHORE DRIVESUITE 180GREENWICH, CT 06830
Business
8 SOUND SHORE DRIVESUITE 180GREENWICH, CT 06830
Edgar EIN
471062019
Edgar Recent Filings
D2014-06-26 · 0001612018-14-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-12-07T05:00:00Z
Rdap Domain Last Changed
2020-12-08T00:21:50Z
Rdap Nameservers
Ns1.no-ip.comNs2.no-ip.comNs3.no-ip.comNs4.no-ip.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2373268
Trust Company Affiliate
No

People (10)

10
BURN, HARRY
Direct Owner · 37.5%
2373268
DEGULIS, JOHN, PATRICK
Direct Owner · 17.5%
2525144
KANE, THEODORE, GIBBS
Direct Owner · 17.5%
4391560
BILIK, DAVID, BERNARD
Direct Owner · 17.5%
4170280
CLARK, JAMES, FREDERIC
Direct Owner · 7.5%
1882553
EVANS, PETER, BRADFORD
Direct Owner · 7.5%
6774838
SULLIVAN, SHANNA, STINCHFIELD
Direct Owner · 7.5%
4391563
HAIMS, LOWELL, ERIK
Executive Officer · 2.5%
5364243
SMOLLER, ELLEN, SUSAN
Executive Officer · 2.5%
1128716
THEODORE GIBBS KANE
IAR
4669713