SOUTH SHORE CAPITAL ADVISORS, LLC
  • SOUTH SHORE CAPITAL ADVISORS, LLC
  • SOUTH SHORE STRUCTURED PRODUCTS, LLC

Adviser Profile

As of Date 03/06/2026
Registration SEC, Approved, 06/01/2015
Other registrations (4)
ADV Location BOSTON, MA, United States
Contact Info 781 xxxxxxx
Websites
AUM* 272,789,211 25%
of that, discretionary 183,208,364 49%
Number of Employees 3
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 1,091,157 16%
% High Net Worth 65.00% -8%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

183M 157M 131M 105M 79M 52M 26M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser SEQUOIA S.F.A. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM212.3m #Funds-
Adviser UP CAPITAL MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM212.6m #Funds-
Adviser VOYAGE WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM171.5m #Funds-
Adviser GALLATIN & COMPANY, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM98.1m #Funds-
Adviser THE FAIRMAN GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM902.1m #Funds-
Adviser THE PARKRIDGE GROUP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM186.9m #Funds-
Adviser JOEL ISAACSON & CO., LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM9.3b #Funds-
Adviser QP WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM405.0m #Funds-
Adviser RIDGECREST WEALTH PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM705.1m #Funds-
Adviser CASSEDY FINANCIAL GROUP, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM248.4m #Funds-