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The fee is billed in advance or in arrears, is negotiable and requires an account of at least $1,000,000.","source":"SOUTH STREET ADVISORS: FORM ADV PART 2A DISCLOSURE BROCHURE, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does South Street Advisors use?","answer":"South Street Advisors’ separately managed account assets are held at Deutsche Bank Trust Company Americas (New York, NY), with $316M, Charles Schwab & Co., Inc. (New York, NY), with $286M, Bank of America Private Bank (New York, NY), with $88.7M, Julius Baer (Geneva), with $84M, J.P. Morgan Chase Bank N.A. (New York, NY), with $76.5M, LPL Financial LLC (Fort Mill, SC), with $25M, Berenberg (London), with $18.7M, Citibank N.A. (New York, NY), with $6.23M and CIBC (New York, NY), with $5.01M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does South Street Advisors have?","answer":"South Street Advisors has 0 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does South Street Advisors invest in?","answer":"At the end of its last fiscal year, South Street Advisors’ separately managed accounts held 80% exchange-traded equities, 9% cash and equivalents, 8% investment grade corporate bonds, 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does South Street Advisors have a minimum investment?","answer":"Yes, South Street Advisors’ minimum account size for its Advisory Fee on Assets Under Management is $1M.","source":"SOUTH STREET ADVISORS: FORM ADV PART 2A DISCLOSURE BROCHURE, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns South Street Advisors?","answer":"South Street Advisors’ direct owners are Thomas Carhart (50% to 75%) and Stephen Owen (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does South Street Advisors get paid?","answer":"South Street Advisors is paid through a percentage of assets under management. 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