Maintaining the security of our clients' information, as outlined in this notice, is a top priority for us. This privacy notice applies specifically to clients of South Street Advisors LLC.

Protecting Your Privacy
Safe guarding the confidentiality of your personal information is one of our most important goals. While information is critical to providing quality service, we recognize that maintaining your trust is the key to a successful relationship. This privacy notice outlines our commitment to protecting your privacy and will help you understand how we handle the personal information you entrust to us.

Key Privacy Terms
"nonpublic personal information" | Personally identifiable financial information that a client or potential client provides to a financial institution, that results from a transaction with the client, or that is otherwise obtained by the financial institution in connection with providing a financial produce or service. For example, nonpublic personal information includes information pertaining to your account balance and investment history.

Confidentiality and Security Procedures

Our commitment to maintaining your privacy includes taking steps to protect the personal information you share with us. Access to your nonpublic personal information is limited to select employees, except as explained in this notice. We emphasize the importance of confidentiality through operating procedures and our privacy policy.

Information We Collect
We may obtain nonpublic personal information about authorized signors from the following sources:
  • Your account opening documentation, applications or other forms (name, address, phone number, financial statements, social security number, date of birth, etc.)
  • Your transactions with us (account activity, balances, etc.)
  • As required for special services (bill payment, etc.)
The Information We Disclose
We do not disclose any nonpublic personal information about you to any third parties except upon your written consent, in connection with the establishment of such service arrangements as those for custodial or brokerage services. We do not sell nonpublic personal information to anyone. As with all asset manager regulations, we may, however, be required to provide some or all of the information mentioned above to comply with applicable legal requirements, including responding to an inspector or investigation conducted by a government entity or regulatory authority.

We take steps to ensure that your information is current, accurate and as complete as possible. Should you ever believe that our records contain inaccurate or incomplete information, or if information you have provided to us changes at any time, please notify us immediately. We will promptly address your concerns or correct any discrepancies regarding your information.

Please contact us with any questions or concerns you may have regarding this privacy notice.
(c) 2010- South Street Advisors LLC. All rights reserved.