Principal · South Street Advisors, LLC
Stephen B. Owen
CRD 1652308 · Named on Form ADV at one SEC-registered adviser
At a glance
South Street Advisors, LLC, an SEC-registered wealth manager based in New York, NY with $906 million in regulatory assets, lists Stephen B. Owen on its Form ADV as Principal, a control person.
Firms and roles
- South Street Advisors, LLCPrincipalWealth manager · New York, NY · $906M in regulatory assets
AtlasMembers
Stephen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Thomas CarhartPrincipal and Managing Member, South Street Advisors, LLC
- Eric J. KleinschmidtChief Compliance Officer, South Street Advisors, LLC
- Michael W. ButtsPrincipal, South Street Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.