SOUTH STREET ADVISORS, LLC

CRD

112326

SEC file #

801-55383

EIN

133992033

DBA names

—

Economics

AUM

$906.1M

AUM band

$500M-$1B

AUM trajectory

'20 · $479.3M

'21 · $533.9M

'22 · $612.4M

'23 · $717.5M

'25 · $824.6M

'26 · $906.1M

'20'26

$479.3M → $906.1M▲ +89%

sec adv history

Client mix

Individuals Other	124
Pension Profit Sharing Plans	6
Other	6
Corporations	2

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 4 advisors

'21 · 4 advisors

'22 · 4 advisors

'23 · 4 advisors

'25 · 5 advisors

'26 · 5 advisors

'20'26

4 advisors → 5 advisors▲ +25%

sec adv history

Primary office

NEW YORK NY

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individuals

Fee basis

% of AUM

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

southstreetadv.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

CARHART, THOMAS

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

CARHART, THOMAS

OWEN, STEPHEN, BATES

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

SOUTHSTREETADV.COM

Rdap Domain Creation Date

2000-03-27T23:20:22Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001399706

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2007-05-17

Edgar Last Filing Date

2026-05-13

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-13

Accession0001172661-26-001789

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Lpl Financial	4
E*trade	4
Jpmorgan	2

adv brochure

Edgar Addresses

Mailing

623 FIFTH AVENUENEW YORK, NY 10022

Business

623 FIFTH AVENUENEW YORK, NY 10022

Edgar EIN

133992033

Edgar Recent Filings

13F-HR2026-05-13 · 0001172661-26-001789

13F-HR2026-02-10 · 0001172661-26-000551

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-03-27T22:20:22Z

Rdap Domain Last Changed

2022-01-06T17:12:49Z

Rdap Nameservers

Ns93.worldnic.comNs94.worldnic.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Top Owner CRD

4399753

Trust Company Affiliate