South Shore Capital Advisors LLC

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Assets, Funds, Holdings

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South Shore Capital Advisors LLC
CRD #142915
SEC #801-96332
CIK #0001852993
AUM 272.8 M (2026-03-06)
Employees 3 (67% Investors, 0% Brokers)
Fees
Minimum
Phone781-740-9310
Address100 Franklin Street
Boston, MA 02110
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
3002401801206002010201520212027
Sector Form 13F Holdings Value ($M)
Alphabet Inc 7.8
Microsoft Corp 4.7
Apple Inc 4.6
Novartis AG 4.5
SPDR Gold Trust 4.3
Johnson & Johnson 3.4
Visa Inc 3.3
Broadcom Inc 3.1
ASML Holding NV 2.5
Alphabet Inc 2.3
View All
Holdings by Sector ($M)
14011284562802021202320252027
Type Form D Funds Date Sold AUM
HF Xantos Partners LP 2016-03-28 18.9 M
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 31 9.8
(b) Individuals (high net worth individuals) 65 255.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 7.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 250 272.8
By Discretionary
Discretionary 205 183.2
Non-Discretionary 45 89.6
Total 250 272.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 272.8
Total 250 272.8
EDGAR Form CIK 2011 - 2026
13F-HR [0001852993]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesRetail
Fund TypesHedge Fund
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