Thomas Carhart is a registered investment advisor at South Street Advisors, LLC, based in New York, NY, with 4 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 136 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable; South Street Advisors will determine whether related or affiliated client accounts will be aggregated for billing purposes on a case-by-case basis.
Fee Estimator
Location
623 Fifth Avenue, Suite 1602, New York, NY, 10022-9130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is the vice president of Baronne Services, a management company for oil and gas partnerships. He is also a director of two non-profit organizations: Arts for Art and Prevent Child Abuse America.
Employment History
Current Registrations
South Street Advisors, LLC
State Registrations1 state
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