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SOUTH SHORE CAPITAL ADVISORS, LLC
CRD 142915 · SEC 801-96332
100 FRANKLIN STREET, SUITE 403, BOSTON, MA, 02110, United States
Phone
781-740-9310
Fax
781-735-0486
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$272.8M
Discretionary AUM
$183.2M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $9.8M |
| High net worth individuals | 65 | $255.8M |
States served
CA, MA, NY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD