SOUTH SHORE CAPITAL ADVISORS, LLC

SOUTH SHORE CAPITAL ADVISORS, LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 142915). Regulatory assets under management: $272.8M.

Registration

• CRD: 142915
• SEC file number: 801-96332
• Type: Registered investment adviser
• Location: 100 FRANKLIN STREET, SUITE 403, BOSTON, MA, 02110
• Phone: 781-740-9310
• Latest filing: 2026-03-06
• Regulatory AUM: $272.8M
• Discretionary AUM: $183.2M
• Non-discretionary AUM: $89.6M
• Clients: 3
• Accounts: 250

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142915 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search