SOUTH SHORE CAPITAL ADVISORS, LLC
CRD #142915 SEC #801-96332 COHASSET, MA 781-740-9310
SEC Registered
Total AUM
$226.1M
Discretionary
$147.5M
Employees
3
Clients
0
Accounts
249
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $226.1M | $147.5M | $78.6M | 3 | 0 |
| Apr 2025 | $226.1M | $147.5M | $78.6M | 3 | 0 |
| Mar 2025 | $226.1M | $147.5M | $78.6M | 3 | 0 |
| Mar 2024 | $217.4M | $122.6M | $94.8M | 3 | 0 |
| Mar 2023 | $181M | $103M | $78M | 4 | 0 |
| Feb 2023 | $181M | $103M | $78M | 4 | 0 |
| Jun 2022 | $192.5M | $102.7M | $89.7M | 4 | 0 |
| Mar 2022 | $192.5M | $102.7M | $89.7M | 4 | 0 |
| Jan 2022 | $223.4M | $145.4M | $78M | 3 | 0 |
| Mar 2021 | $223.4M | $145.4M | $78M | 4 | 0 |
| Mar 2021 | $223.4M | $145.4M | $78M | 4 | 0 |
| Jun 2020 | $194.3M | $121.5M | $72.8M | 4 | 0 |
| Mar 2020 | $194.3M | $121.5M | $72.8M | 4 | 0 |
| May 2019 | $169.8M | $113.6M | $56.1M | 4 | 0 |
| May 2019 | $170M | $113.7M | $56.4M | 4 | 0 |
| Mar 2019 | $170M | $113.7M | $56.4M | 4 | 0 |
| Sep 2018 | $207.3M | $140.2M | $67.1M | 4 | 0 |
| May 2018 | $207.3M | $140.2M | $67.1M | 3 | 0 |
| Mar 2018 | $207.3M | $140.2M | $67.1M | 3 | 0 |
| Jul 2017 | $149.5M | $99.2M | $50.2M | 4 | 26 |
| Mar 2017 | $149.5M | $99.2M | $50.2M | 4 | 26 |
| Apr 2016 | $136.4M | $55.3M | $81.1M | 4 | 26 |
| Mar 2016 | $136.4M | $55.3M | $81.1M | 4 | 26 |
| May 2015 | $127.7M | $40M | $87.6M | 4 | 26 |
| May 2015 | $127.7M | $40M | $87.6M | 4 | 26 |
| May 2015 | $127.7M | $40M | $87.6M | 4 | 26 |
DateNov 2025
Total AUM$226.1M
Discretionary$147.5M
Non-Disc.$78.6M
Employees3
Clients0
DateApr 2025
Total AUM$226.1M
Discretionary$147.5M
Non-Disc.$78.6M
Employees3
Clients0
DateMar 2025
Total AUM$226.1M
Discretionary$147.5M
Non-Disc.$78.6M
Employees3
Clients0
DateMar 2024
Total AUM$217.4M
Discretionary$122.6M
Non-Disc.$94.8M
Employees3
Clients0
DateMar 2023
Total AUM$181M
Discretionary$103M
Non-Disc.$78M
Employees4
Clients0
DateFeb 2023
Total AUM$181M
Discretionary$103M
Non-Disc.$78M
Employees4
Clients0
DateJun 2022
Total AUM$192.5M
Discretionary$102.7M
Non-Disc.$89.7M
Employees4
Clients0
DateMar 2022
Total AUM$192.5M
Discretionary$102.7M
Non-Disc.$89.7M
Employees4
Clients0
DateJan 2022
Total AUM$223.4M
Discretionary$145.4M
Non-Disc.$78M
Employees3
Clients0
DateMar 2021
Total AUM$223.4M
Discretionary$145.4M
Non-Disc.$78M
Employees4
Clients0
DateMar 2021
Total AUM$223.4M
Discretionary$145.4M
Non-Disc.$78M
Employees4
Clients0
DateJun 2020
Total AUM$194.3M
Discretionary$121.5M
Non-Disc.$72.8M
Employees4
Clients0
DateMar 2020
Total AUM$194.3M
Discretionary$121.5M
Non-Disc.$72.8M
Employees4
Clients0
DateMay 2019
Total AUM$169.8M
Discretionary$113.6M
Non-Disc.$56.1M
Employees4
Clients0
DateMay 2019
Total AUM$170M
Discretionary$113.7M
Non-Disc.$56.4M
Employees4
Clients0
DateMar 2019
Total AUM$170M
Discretionary$113.7M
Non-Disc.$56.4M
Employees4
Clients0
DateSep 2018
Total AUM$207.3M
Discretionary$140.2M
Non-Disc.$67.1M
Employees4
Clients0
DateMay 2018
Total AUM$207.3M
Discretionary$140.2M
Non-Disc.$67.1M
Employees3
Clients0
DateMar 2018
Total AUM$207.3M
Discretionary$140.2M
Non-Disc.$67.1M
Employees3
Clients0
DateJul 2017
Total AUM$149.5M
Discretionary$99.2M
Non-Disc.$50.2M
Employees4
Clients26
DateMar 2017
Total AUM$149.5M
Discretionary$99.2M
Non-Disc.$50.2M
Employees4
Clients26
DateApr 2016
Total AUM$136.4M
Discretionary$55.3M
Non-Disc.$81.1M
Employees4
Clients26
DateMar 2016
Total AUM$136.4M
Discretionary$55.3M
Non-Disc.$81.1M
Employees4
Clients26
DateMay 2015
Total AUM$127.7M
Discretionary$40M
Non-Disc.$87.6M
Employees4
Clients26
DateMay 2015
Total AUM$127.7M
Discretionary$40M
Non-Disc.$87.6M
Employees4
Clients26
DateMay 2015
Total AUM$127.7M
Discretionary$40M
Non-Disc.$87.6M
Employees4
Clients26