{
  "crd_number": 112326,
  "slug": "south-street-advisors-llc-new-york-ny-112326",
  "primary_business_name": "SOUTH STREET ADVISORS, LLC",
  "legal_name": "SOUTH STREET ADVISORS, LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1998-04-02",
  "years_registered": 28,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 906054959.0,
  "raum_discretionary": 906054959.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 125667629.0,
      "count": 6,
      "description": "FOUNDATIONS"
    },
    "individuals": {
      "raum": 769829706.0,
      "count": 124
    },
    "pension_profit_sharing": {
      "raum": 8155714.0,
      "count": 6
    },
    "corporations_other_businesses": {
      "raum": 2401910.0,
      "count": 2,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NY"
  ],
  "websites": [
    "https://southstreetadv.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112326",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/south-street-advisors-llc-new-york-ny-112326",
  "display_name": "South Street Advisors, LLC",
  "summary": "South Street Advisors, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 1998, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. South Street Advisors, LLC (CRD 112326): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is South Street Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), South Street Advisors, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does South Street Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $5,000,000: 1% a year; $5,000,000 to $10,000,000: 0.75% a year; Above $10,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is South Street Advisors, LLC located?",
      "a": "South Street Advisors, LLC's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is South Street Advisors, LLC registered with the SEC or a state?",
      "a": "South Street Advisors, LLC is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 112326."
    },
    {
      "q": "How much does South Street Advisors, LLC manage?",
      "a": "South Street Advisors, LLC reports $906,054,959 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have South Street Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for South Street Advisors, LLC: Regulatory assets under management: $612,389,306 in the October 2021 data and $906,054,959 in the October 2026 data, up 48%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does South Street Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (124); pension and profit sharing plans (but not the plan participants or government pension plans) (6); other (6)."
    },
    {
      "q": "Which custodians does South Street Advisors, LLC use?",
      "a": "South Street Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of America Private Bank, Berenberg, Charles Schwab & Co., Inc., CIBC, Citbank National Association, Deutsche Bank Trust Company Americas, J.P. Morgan Chase Bank N.A., Julius Baer and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does South Street Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112326"
    },
    {
      "q": "Does South Street Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"Our minimum account size is U.S. $1,000,000. We reserve the right to change or waive our established minimum account size.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 612389306.0,
      "total_employees": 5,
      "filing_date": "2021-06-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 717488014.0,
      "total_employees": 5,
      "filing_date": "2022-06-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 623757350.0,
      "total_employees": 5,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 692732009.0,
      "total_employees": 7,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 824567834.0,
      "total_employees": 7,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 906054959.0,
      "total_employees": 7,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $5,000,000",
        "rate": "1%"
      },
      {
        "band": "$5,000,000 to $10,000,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $10,000,000",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $5,000,000: 1% a year",
          "$5,000,000 to $10,000,000: 0.75% a year",
          "Above $10,000,000: 0.5% a year"
        ],
        "quotes": [
          "We receive an advisory fee based on a percentage of our clients’ assets under management. This fee is graduated and declines as the value of the portfolio increases, as follows:",
          "• 1.00% per annum on the first $5 million;",
          "• 0.75% per annum on the next $5 million;",
          "• 0.50% per annum per annum on the excess over $10 million."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Our minimum account size is U.S. $1,000,000. We reserve the right to change or waive our established minimum account size."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 5000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 5000000.0,
          "max": 10000000.0,
          "rate_pct": 0.75
        },
        {
          "min": 10000000.0,
          "max": null,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "We receive an advisory fee based on a percentage of our clients’ assets under management. This fee is graduated and declines as the value of the portfolio increases, as follows:",
      "• 1.00% per annum on the first $5 million;",
      "• 0.75% per annum on the next $5 million;",
      "• 0.50% per annum per annum on the excess over $10 million.",
      "Our minimum account size is U.S. $1,000,000. We reserve the right to change or waive our established minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Bank of America Private Bank",
      "name_as_filed": "BANK OF AMERICA PRIVATE BANK",
      "affiliated": false
    },
    {
      "name": "Berenberg",
      "name_as_filed": "BERENBERG",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "CIBC",
      "name_as_filed": "CIBC",
      "affiliated": false
    },
    {
      "name": "Citbank National Association",
      "name_as_filed": "CITBANK NATIONAL ASSOCIATION",
      "affiliated": false
    },
    {
      "name": "Deutsche Bank Trust Company Americas",
      "name_as_filed": "DEUTSCHE BANK TRUST COMPANY AMERICAS",
      "affiliated": false
    },
    {
      "name": "J.P. Morgan Chase Bank N.A.",
      "name_as_filed": "J.P. MORGAN CHASE BANK N.A.",
      "affiliated": false
    },
    {
      "name": "Julius Baer",
      "name_as_filed": "JULIUS BAER",
      "affiliated": false
    },
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/south-street-advisors-llc-new-york-ny-112326.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 124,
      "fewer_than_5": false,
      "raum": 769829706.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 8155714.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 2401910.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 6,
      "fewer_than_5": false,
      "raum": 125667629.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112326",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}