South Street Advisors, LLC

$906.1MAssets under management
as of Mar 2026 · SEC Form ADV
New York, NY
Visit website
2 people on Advicer connected to this.

Tech stack

No one at South Street Advisors, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into South Street Advisors, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Deutsche Bank Trust Company Americas
Per Form ADV · $263M held · filed Mar 2024
Schwab
Per Form ADV · $179M held · filed Mar 2024
J.P. Morgan
Per Form ADV · $98M held · filed Mar 2024
Bank of America Private Bank
Per Form ADV · $62M held · filed Mar 2024
Julius Baer
Per Form ADV · $54M held · filed Mar 2024
Berenberg
Per Form ADV · $18M held · filed Mar 2024
LPL Financial
Per Form ADV · $11M held · filed Mar 2024
Citi
Per Form ADV · $6M held · filed Mar 2024
Fidelity
Per Form ADV · $2M held · filed Mar 2024