South Shore Investment Services LLC: new SEC registration, $118M AUM, Norwell, MA
South Shore Investment Services LLC (Norwell, Massachusetts): new SEC registration, $118M AUM, Norwell, MA. Its amount of 118 is below the median of 134 (36th percentile). Dated 195 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 118 · 36th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 37 related MA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | South Shore Investment Services LLC |
| Legal name | South Shore Investment Services LLC |
| CRD | 311450 |
| Status | Approved |
| Registered with the SEC | 2026-04-24 |
| Latest Form ADV filing | 2026-03-25 |
| Location | Norwell, MA, United States |
| Regulatory AUM | $117,927,211 |
| Accounts | 832 |
| Employees | 5 |
| Website | https://www.southshoreis.com |
| amount percentile | 36th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (38 MA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-24
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MA first): 71 West Capital Partners · Eterna Growth Partners · Brookwood Advisors, LLC · Pearson Financial Services · Arborstone Financial, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: South Shore Investment Services LLC and 38 Massachusetts peers
- Massachusetts NewRiaPulse records like this one: 38
- South Shore Investment Services LLC's amount: 36th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Massachusetts peer: $7,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $118M under management.
- Website on file.
What is the NewRiaPulse record for South Shore Investment Services LLC in Norwell, Massachusetts?
South Shore Investment Services LLC received SEC registration as an investment adviser (2026-04-24) with $117,927,211 in regulatory assets under management, based in Norwell, MA.
How does South Shore Investment Services LLC compare to other Massachusetts NewRiaPulse records?
Its amount of 118 is below the median (36th percentile); smaller records often move faster and face less competition. It is 195 days old; check the official source for later updates before acting.
South Shore Investment Services LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| South Shore Investment Services LLC | Norwell, MA | 118 | 36th | 2026-04-24 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.