Investment adviser · CRD 142915

SOUTH SHORE CAPITAL ADVISORS, LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Mar 6, 2026

Regulatory AUM
$273M
Form ADV · Item 5.F
Client accounts
250
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals65$255,768,35293.8%
Individuals31$9,820,5533.6%
CharitiesFewer than 5$7,200,3062.6%
Filing source

Form ADV 2060822 · Mar 6, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

XANTOS PARTNERS, LPHedge Fund · Last reported Jun 15, 2020$18.9MGross asset value
Auditor ANCHIN, BLOCK & ANCHIN NEW YORK, New York, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ANCHIN, BLOCK & ANCHIN
PCAOB 168

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-6164402581
Reported beneficial owners
14
Minimum commitment
$0

Form ADV 1432134 · Jun 15, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 6, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

100 FRANKLIN STREET, SUITE 403
BOSTON, MA, 02110, United States

CRD 142915

Filing source

Form ADV 2060822 · Mar 6, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.