South Shore Capital Advisors LLC

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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 ($M)
3002401801206002010201520212027
CIK Period
0001852993
Sector Form 13F Holdings Value ($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
Willis Group Holdings PLC 2.3
UBS Group AG 2.2
American Express Co 2.2
Amazon Com Inc 1.9
Facebook Inc 1.9
Nvidia Corp 1.5
Home Depot Inc 1.3
Williams Companies Inc 1.3
Capital One Financial Corp 1.3
Wal Mart Stores Inc 1.2
Autozone Inc 1.0
Union Pacific Corp 1.0
J P Morgan Chase & Co 1.0
 
 
 
 
 
 
 
 
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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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