SOUTH SHORE CAPITAL ADVISORS, LLC
Adviser information for SOUTH SHORE CAPITAL ADVISORS, LLC last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 183 | $122.6M |
| Non-Discretionary | 48 | $94.8M |
| Total | 231 | $217.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 25 | $7.1M |
| HNW Individuals | 69 | $203.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $6.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-96332 |
|---|---|
| SEC ERA File Number | 801-96332 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 142915 |
| Legal Entity Identifier | None |
Principal Office
115 RIPLEY ROADUNIT 1
COHASSET
MA
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 781-740-9310, Fax: 781-735-0486
Websites
Chief Compliance Officer
TAYLOR THOMAS
PRINCIPAL
115 RIPLEY ROAD
SUITE 1
COHASSET
MA
United States
Tel:
781-740-9310
Fax:
781-735-0486
T*****@*************M
(Full email address available in API data)
Regulatory Contact
JIM CULLEN
COMPLIANCE CONSULTANT
475 TAUNTON AVENUE
EAST PROVIDENCE
RI
United States
Tel:
401-466-6010
J**@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| THOMAS, TAYLOR, GOODWIN | Individual | – | PRINCIPAL/CHIEF COMPLIANCE OFFICER | 12/2006 | 50-75% |
| THOMAS, LOWELL, SHUMWAY | Individual | – | PRINCIPAL | 10/2008 | 25-50% |