SOUTH SHORE ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- LAKEWOOD RANCH, Florida
- CRD number
- 145332
Firm profile
FINTRXOverview
South Shore Asset Management, LLC operates as a limited liability company focused on providing investment management services. The firm is classified as unclassified and does not engage in capital allocation or pension consulting. Although it does not actively pursue Environmental, Social, and Governance (ESG) investing, South Shore Asset Management maintains a client base that reflects its investment preferences and strategies. The firm is not newly formed and does not operate as a multi-state adviser, indicating a more localized approach to its advisory activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1ECKHART RICHTER
Chief Investment OfficerCRD 5136385
Contacts
1 of 1PRASAD YALAMANCHILI
MemberCRD 5136402
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAKEWOOD RANCH, FL
MANATEE
Location
LAKEWOOD RANCH, FL
Headquartered in LAKEWOOD RANCH, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- MANATEE
- Address
- 9040 Town Center Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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