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South Shore Capital Advisors, LLC

● SEC registered since 2015CRD 142915SEC# 801-96332Cohasset, MA
Export (members)
Reg. AUM
$226.1M
Employees
3
Accounts
249
Location
Cohasset, MA

South Shore Capital Advisors, LLC assets under management

South Shore Capital Advisors, LLC is a registered investment adviser overseen by the SEC based in Cohasset, MA. The firm has been registered since 2015. It reports $226.1 million in regulatory assets under management and employs 3 people.
www.sscainvest.comView on SEC.gov ↗

South Shore Capital Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Caitlin Staunton AppletonPrincipalUnder 5%2025
Taylor Goodwin Thomas ControlPrincipal/Chief Compliance Officer50-75%2006

Frequently asked questions

How much does South Shore Capital Advisors, LLC manage?

South Shore Capital Advisors, LLC reports $226.1 million in regulatory assets under management on its Form ADV.

How many employees does South Shore Capital Advisors, LLC have?

South Shore Capital Advisors, LLC reports 3 employees.

Where is South Shore Capital Advisors, LLC located?

South Shore Capital Advisors, LLC is based in Cohasset, MA and has been SEC-registered since 2015.

Does South Shore Capital Advisors, LLC disclose fund performance?

South Shore Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address115 Ripley Road, Unit 1, Cohasset, MA 02025-1715
Phone781-740-9310
Fax781-735-0486
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$147.5M
Non-discretionary$78.6M
Total (RAUM)$226.1M