# Southold Asset Management, Inc.

> Southold Asset Management, Inc. is a state-registered investment advisory firm in New York, NY, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated January 31, 2025.

- CRD: 333908
- Filed as: SOUTHOLD ASSET MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: January 31, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333908
- AdvisorCensus page: https://advisorcensus.com/firm/southold-asset-management-inc-new-york-ny-333908

## Quick answers

**How is Southold Asset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Southold Asset Management, Inc. reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Southold Asset Management, Inc. located?**
Southold Asset Management, Inc.'s principal office is in New York, NY, according to its Form ADV.

**Is Southold Asset Management, Inc. registered with the SEC or a state?**
Southold Asset Management, Inc. is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333908.

**Does Southold Asset Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333908

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Southold Asset Management, Inc. (CRD 333908): Form ADV filing data as of October 2026.