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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

SOUTH STREET CAPITAL MANAGEMENT LLC

CRD 306216

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0d6db8e6-7456-4eae-2f45-62e37bb5703b

Data as of Feb 24, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 8
On other graphs: 0
Observed: Jun 1, 2020 to Feb 24, 2023
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $92.0MItem 5.F on the latest filing (2023-02-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $92.0M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $92.0Mgross asset value as reported per fund; never fund size
Custody, client assets: $92.0M
SEC number: 801-118995
CRD: 306216
Filings on the tape: 8
First filed: Jun 1, 2020
Latest filed: Feb 24, 2023
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ACM FINANCIAL TRUST, INC.	Other Private Fund	$92.0M	Feb 24, 2023	106	Jun 1, 2020	reported	021-330303

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ATLAS MERCHANT CAPITAL FUND LP	Owner	C	yes	10/2019	Jun 1, 2020	Feb 24, 2023
BERLAGE, KARSTEN, DITTRICH	CHIEF FINANCIAL OFFICER	Na	yes	05/2022	May 18, 2022	Feb 24, 2023
HOUGH, BENJAMIN, MARTIN	PRESIDENT AND CEO	Na	yes	11/2018	Jan 7, 2021	Feb 24, 2023
LARD, KENNETH, NUNNELY	CHIEF COMPLIANCE OFFICER	Na	yes	07/2020	Jan 7, 2021	Feb 24, 2023
SNYDER, BRIAN, DAVID	CHIEF INVESTMENT OFFICER	Na	yes	11/2018	Jan 7, 2021	Feb 24, 2023
SOUTH STREET SECURITIES HOLDINGS INC	Owner	E	yes	11/2018	Jun 1, 2020	Feb 24, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AMERIVET SECURITIES, INC.	n/a	State registered	n/a	N	yes	n/a
SOUTH STREET GLOBAL LLC	n/a	n/a	n/a	N	yes	n/a
SOUTH STREET LUCID INSURANCE LLC	n/a	n/a	n/a	N	yes	n/a
SOUTH STREET SECURITIES LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
WINSTON SALEM	Nc	United States	3	yes
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Feb 24, 2023	$92.0M	$92.0M	7	5	2	1	$92.0M
2021	Mar 18, 2022	$367M	$367M	8	6	2	1	$367M
2020	Feb 5, 2021	$650M	$650M	8	6	2	1	$650M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$92.0M	$367M	-74.9%	n/a	n/a	7	8	2	2

Relationships

Affiliated with (1)

→ AMERIVET SECURITIES, INC.Registered adviserbroker-dealer, common control
factForm ADV

Advises (1)

→ ACM FINANCIAL TRUST, INC.Private fundOther Private Fund, IA
Jun 1, 2020 to presentfactForm ADV

Controls (6)

← HOUGH, BENJAMIN, MARTINOwnerPRESIDENT AND CEO, ownership code NA, individual
Jan 7, 2021 to presentfactForm ADV
← BERLAGE, KARSTEN, DITTRICHOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
May 18, 2022 to presentfactForm ADV
← SNYDER, BRIAN, DAVIDOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Jan 7, 2021 to presentfactForm ADV
← LARD, KENNETH, NUNNELYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 7, 2021 to presentfactForm ADV
← ATLAS MERCHANT CAPITAL FUND LPOwnerOWNER, ownership code C, domestic entity
Jun 1, 2020 to presentfactForm ADV
← SOUTH STREET SECURITIES HOLDINGS INCOwnerOWNER, ownership code E, domestic entity
Jun 1, 2020 to presentfactForm ADV

Dated events

Occurred
Feb 24, 2023
Regulatory AUM changed
South Street Capital Management Llc reported RAUM $92.0M, down 75% from $366.6M (2022-10-12 to 2023-02-24)
Form ADVobserved 4 days ago
$-275M
Occurred
May 18, 2022
Control person joined
Dittrich Karsten Berlage (Chief Financial Officer) appeared on Schedule A of South Street Capital Management Llc
Form ADVobserved 4 days ago
Occurred
May 18, 2022
Control person left
John David Deblase (Chief Financial Officer) no longer on Schedule A of South Street Capital Management Llc (listed 2022-03-18, absent 2022-05-18)
Form ADVobserved 4 days ago
Occurred
Mar 18, 2022
Regulatory AUM changed
South Street Capital Management Llc reported RAUM $366.6M, down 37% from $580.1M (2021-04-30 to 2022-03-18)
Form ADVobserved 4 days ago
$-214M
Occurred
Jan 7, 2021
Control person joined
Nunnely Kenneth Lard (Chief Compliance Officer) appeared on Schedule A of South Street Capital Management Llc
Form ADVobserved 4 days ago
Occurred
Jan 7, 2021
Control person joined
David Brian Snyder (Chief Investment Officer) appeared on Schedule A of South Street Capital Management Llc
Form ADVobserved 4 days ago
Occurred
Jan 7, 2021
Control person joined
Martin Benjamin Hough (President And Ceo) appeared on Schedule A of South Street Capital Management Llc
Form ADVobserved 4 days ago
Occurred
Jun 1, 2020
First Form ADV filing
South Street Capital Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0d6db8e6-7456-4eae-2f45-62e37bb5703b
First observed: Jun 1, 2020
Last observed: Feb 24, 2023 43 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SOUTH STREET CAPITAL MANAGEMENT LLC

CRD 306216

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0d6db8e6-7456-4eae-2f45-62e37bb5703b

Data as of Feb 24, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:34 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ACM FINANCIAL TRUST, INC.

Other Private Fund

$92.0M

Feb 24, 2023

106

Jun 1, 2020

reported

021-330303

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ATLAS MERCHANT CAPITAL FUND LP

Owner

yes

10/2019

Jun 1, 2020

Feb 24, 2023

BERLAGE, KARSTEN, DITTRICH

CHIEF FINANCIAL OFFICER

yes

05/2022

May 18, 2022

Feb 24, 2023

HOUGH, BENJAMIN, MARTIN

PRESIDENT AND CEO

yes

11/2018

Jan 7, 2021

Feb 24, 2023

LARD, KENNETH, NUNNELY

CHIEF COMPLIANCE OFFICER

yes

07/2020

Jan 7, 2021

Feb 24, 2023

SNYDER, BRIAN, DAVID

CHIEF INVESTMENT OFFICER

yes

11/2018

Jan 7, 2021

Feb 24, 2023

SOUTH STREET SECURITIES HOLDINGS INC

Owner

yes

11/2018

Jun 1, 2020

Feb 24, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AMERIVET SECURITIES, INC.

n/a

State registered

n/a

yes

n/a

SOUTH STREET GLOBAL LLC

n/a

yes

n/a

SOUTH STREET LUCID INSURANCE LLC

n/a

yes

n/a

SOUTH STREET SECURITIES LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

WINSTON SALEM

United States

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Feb 24, 2023

$92.0M

2021

Mar 18, 2022

$367M

2020

Feb 5, 2021

$650M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$92.0M

$367M

-74.9%

n/a