SOUTH SHORE CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 142915
- Registered since
- June 1, 2015
- Website
- www.sscainvest.com
- Custodians
- CHARLES SCHWAB & CO., INC., BORDIER & CIE, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.76%
- Individuals3.6%
- Charitable Organizations2.64%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
South Shore Capital Advisors, LLC is an independent, owner-operated registered investment adviser formed as a limited liability company and registered with the SEC in 2015. The firm works predominantly with individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee structure combines assets-under-management fees with occasional fixed-fee engagements. South Shore identifies as an active ESG investor and is not structured as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds25%
- Other8%
- Cash & Cash Equivalents7%
- US Government Bonds1%
Contacts
3 of 3CAITLIN APPLETON
Senior Portfolio ManagerCRD 2291235
LOWELL THOMAS
PrincipalCRD 1956210
TAYLOR THOMAS
OwnerCRD 2526806
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$55.2M in ETFs
99%
$54.7M
1%
$552K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $11.4M | 17,562 | 20.69% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 100 Franklin St
- Time zone
- ET (UTC-5)
- Office locations
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