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SOUTH STREET ADVISORS, LLC
CRD 112326File 801-55383
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$906.1M
Above cohort median (national)
Discretionary AUM
$906.1M
Clients
132
138 accounts
Employees
7
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 2, 1998
- Principal office
- 623 FIFTH AVENUE, SUITE 1602, NEW YORK, NY, 10022-9130
- Phone
- 212-292-7803
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $906.1M
- Discretionary AUM
- $906.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 138
- Non-discretionary accounts
- 0
- Total accounts
- 138
- AUM per client
- $6.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.4M |
| Pension and profit sharing plans | 6 | $8.2M |
| Individuals (other than high net worth individuals) | 124 | $769.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 138 | 132 | decreased by6 |
| Apr 1, 2026 | Clients | 136 | 138 | increased by2 |
| Apr 1, 2026 | AUM | $824,567,834 | $906,054,959 | increased by$81,487,125 |
| Apr 1, 2026 | Accounts | 136 | 138 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 89 | 136 | increased by47 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $717,488,014 | $824,567,834 | increased by$107,079,820 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 98 | 136 | increased by38 |
| Apr 1, 2022 | Clients | 72 | 89 | increased by17 |
| Apr 1, 2022 | AUM | $612,389,306 | $717,488,014 | increased by$105,098,708 |
| Apr 1, 2022 | Accounts | 78 | 98 | increased by20 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SOUTH STREET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SOUTH STREET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.