SOUTH STREET ADVISORS, LLC

RIASEC RegisteredEst. 1998

Total AUM

$906M

Discretionary

$906M

100% of AUM

Avg account

$6.6M

Accounts

138

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 112326
Registered since: April 2, 1998
Website: www.southstreetadv.com
Custodians: DEUTSCHE BANK SECURITIES INC., CHARLES SCHWAB & CO., INC., BANK OF AMERICA, JULIUS BAER, J.P. MORGAN SECURITIES INC., LPL FINANCIAL LLC, BERENBERG, CITBANK NATIONAL ASSOCIATION, CIBC WORLD MARKETS CORP.
Fee structure: Percentage of AUM
Client types: Individuals84.97%
Other13.87%
Pension & Profit Sharing Plans0.9%
Corporations / Businesses0.27%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

South Street Advisors, LLC is a privately owned investment advisory firm organized as an LLC and registered with the SEC since 1998. The firm manages portfolios for individuals, small businesses and institutional clients on a fee basis tied to assets under management. Investment activity shows a clear preference for equities and exchange-traded instruments; the adviser is not positioned as a capital allocator or a pension consultant and does not identify as an active ESG investor. South Street operates as an owner-controlled advisory practice rather than as part of a larger advisory network. Advisory services are centered on discretionary portfolio management for individual and small-business clients, with a percentage-of-AUM fee model and an emphasis on directly managed equity exposure.