South Shore Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 6, 2026, reports $273M in regulatory assets under management, 3 employees, 1 office, and 250 accounts.
Assets Under Management
$273M
Employees
3
Offices
1 office
Total Clients
96
Primary office
BOSTON, MA
100 FRANKLIN STREET, SUITE 403, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.7% of total clients.
Top client categories% of clientsClients
1
HNWI
67.7%
65
2
Individuals
32.3%
31
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$273Mas of March 6, 2026
Discretionary67.2%
$183M
67% of total RAUM67.2%
Non-discretionary32.8%
$90M
33% of total RAUM32.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$273M
Total Accounts250
10Y AUM Change+$123M (+82.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee32:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.