$906.1M Total AUM
$906.1M Disc. AUM
13.3% 3Y CAGR
7 Employees
138 ADV. Clients
28 yrs Firm Age
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- Custodian
- Bank OF America · Brown Brothers · Charles Schwab & Company · Citibank · Deutsche Bank · JP Morgan · LPL Financial · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-02-1998
- Office Locations
- 1
Office Locations
623 Fifth Avenue Suite 1602 NEW York NY
About South Street Advisors, LLC
South Street Advisors is an independent investment adviser founded in 1996 providing custom-tailored portfolio management for U.S. high net worth individuals and families, not-for-profits (including college endowments), and non-U.S. residents. The principals bring 30+ years’ experience managing U.S. and global portfolios for domestic and overseas clients, with a practice that is heavily ETF implemented.
Team overview
60 AVG AGE
$181.2M AVG AUM / ADVISOR
$6.6M AVG AUM / CLIENT
4.3 yrs AVG TENURE
7 Employees
5 Advisory Reps
0 RIA Reps
28yrs Firm Age
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
T
THOMAS CARHART
Chief Investment Officer, Managing Member, PRINCIPAL
- CRD
- #4399753
- Ownership
- 50% but less than 75%
Available
Available
Available
S
STEPHEN BATES OWEN
Principal
- CRD
- #1652308
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $906,054,959 | $6,565,616 |
| Non-Discretionary | $0 | -- |
| Total | $906,054,959 | $6,565,616 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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