South Street Advisors, LLC

South Street Advisors, LLC, based in New York City, was established in 1998 to cater to the investment needs of non-profit organizations and high net-worth individuals. The firm specializes solely in asset management and does not participate in wrap-fee programs. With assets under management totaling approximately $824,567,834 as of December 31, 2024, the firm offers tailored investment services, including discretionary management of various portfolios such as U.S. equities, balanced portfolios, and fixed-income securities. Clients have full control over setting investment objectives and asset allocations, with all assets managed on a discretionary basis. The firm charges an annual advisory fee based on a percentage of assets under management, which decreases as the portfolio value increases. South Street Advisors does not receive performance-based fees and has a minimum account size of $1,000,000, subject to potential waivers. The firm's investment strategies focus on systematic asset allocation and disciplined analysis, with a detailed approach to equity and fixed-income investments. Clients receive regular portfolio evaluations and have the option to meet annually to discuss their financial goals and risk tolerance. The firm operates as a fiduciary, acting in the best interests of its clients, and has no history of disciplinary actions. For proxy voting, South Street Advisors has a structured process in place to ensure alignment with client interests and regulatory requirements.