South Street Advisors, LLC
● SEC registered since 1998CRD 112326SEC# 801-55383New York, NY
Reg. AUM
$906.1M
Employees
7
Accounts
138
Location
New York, NY
South Street Advisors, LLC assets under management
South Street Advisors, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 1998. It reports $906.1 million in regulatory assets under management and employs 7 people.
South Street Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Joseph Kleinschmidt | Chief Compliance Officer | Under 5% | 2022 |
| Michael William Butts | Principal | Under 5% | 2024 |
| Stephen Bates Owen Control | Principal | 25-50% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does South Street Advisors, LLC manage?
South Street Advisors, LLC reports $906.1 million in regulatory assets under management on its Form ADV.
How many employees does South Street Advisors, LLC have?
South Street Advisors, LLC reports 7 employees.
Where is South Street Advisors, LLC located?
South Street Advisors, LLC is based in New York, NY and has been SEC-registered since 1998.
Does South Street Advisors, LLC disclose fund performance?
South Street Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 623 Fifth Avenue, Suite 1602, New York, NY 10022-9130 |
| Phone | 212-292-7803 |
| Fax | 212-949-1270 |
| Office hours | 8:30 - 6:45p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1399706 |
| Discloses disciplinary history | No |
Regulatory AUM
$906.1M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$906.1Mregulatory AUM
Discretionary $906.1M