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| South Shore Capital Advisors LLC
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|---|---|
| CRD # | 142915 |
| SEC # | 801-96332 |
| CIK # | 0001852993 |
| AUM | $272.8 M (2026-03-06) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 781-740-9310 |
| Address | 100 Franklin Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001852993 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 7.8 | ||
| Microsoft Corp | 4.7 | ||
| Apple Inc | 4.6 | ||
| Novartis AG | 4.5 | ||
| SPDR Gold Trust | 4.3 | ||
| Johnson & Johnson | 3.4 | ||
| Visa Inc | 3.3 | ||
| Broadcom Inc | 3.1 | ||
| ASML Holding NV | 2.5 | ||
| Alphabet Inc | 2.3 | ||
| Willis Group Holdings PLC | 2.3 | ||
| UBS Group AG | 2.2 | ||
| American Express Co | 2.2 | ||
| Amazon Com Inc | 1.9 | ||
| Facebook Inc | 1.9 | ||
| Nvidia Corp | 1.5 | ||
| Home Depot Inc | 1.3 | ||
| Williams Companies Inc | 1.3 | ||
| Capital One Financial Corp | 1.3 | ||
| Wal Mart Stores Inc | 1.2 | ||
| Autozone Inc | 1.0 | ||
| Union Pacific Corp | 1.0 | ||
| J P Morgan Chase & Co | 1.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Xantos Partners LP | 2016-03-28 | 18.9 |
| AUM Breakdown | Accounts | AUM ($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] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
HMS Capital Management LLC
✚
|
TN | 0.3 |
|
Lakewood Asset Management LLC
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|
IL | 0.2 |
|
Trivant Custom Portfolio Group LLC
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CA | 0.2 |
|
PF Advisors LLC
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PA | 0.2 |
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Meixler Investment Management Ltd
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AZ | 0.2 |
|
Magnolia Financial Planning Services Inc
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SC | 0.2 |
|
Bantamac Capital LLC
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|
IL | 0.2 |
|
Grange Capital LLC
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|
OR | 0.2 |
|
OAC Capital Advisors LLC
✚
|
0.2 | |
|
Traub Capital Management LLC
✚
|
MA | 0.2 |