Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
10880302
SEC advisor number
801-96332
FINRA CRD number
142915
AUM ?
$217.38 mm
(as of 6 Mar 24)
Accounts
231
(as of 6 Mar 24)
Employees
3
(3 investment advisory or research)
Brochures
- South Shore Capital Advisors Adv Part 2B Brochure Supplement Caitlin Appleton (17 Mar 21)
- South Shore Capital Advisors Adv Part 2B Brochure Supplement Lowell Thomas (17 Mar 21)
- South Shore Capital Advisors Adv Part 2B Brochure Supplement Taylor Thomas (17 Mar 21)
- South Shore Capital Advisors Adv Part 2B Brochure Supplement Caitlin Appleton (17 Mar 21)
- South Shore Capital Advisors Adv Part 2B Brochure Supplement Lowell Thomas (17 Mar 21)
- South Shore Capital Advisors Adv Part 2B Brochure Supplement Taylor Thomas (17 Mar 21)
- South Shore Capital Advisors Adv Part 2A (16 Mar 23)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21
13F-HR
Quarterly holdings report by institutional manager
29 Jul 21
13F-HR
Quarterly holdings report by institutional manager
7 May 21
13F-HR
Quarterly holdings report by institutional manager
13 Apr 21