Meyer Handelman Company LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Meyer Handelman Company LLC
CRD #107309
SEC #801-661
CIK #0000045319
AUM 3,237.2 M (2026-03-17)
Employees 18 (44% Investors, 0% Brokers)
Phone914-939-4060
Address800 Westchester Avenue
Rye Brook, NY 10573-1373
Source [IAPD] [EDGAR]
Total AUM ($B)
4.03.22.41.60.80.01999200820172027
Sector Form 13F Holdings Value ($B)
Microsoft Corp 0.2
Apple Inc 0.1
Wal Mart Stores Inc 0.1
J P Morgan Chase & Co 0.1
McKesson Corp 0.1
Alphabet Inc 0.1
Honeywell International Inc 0.1
Ingersoll-Rand PLC 0.1
International Business Machines Corp 0.1
Caterpillar Inc 0.1
View All
Holdings by Sector ($B)
4.03.22.41.60.80.02011201620212027
Type Form D Funds Date Sold AUM
Other MHCO Strategic Investment LLP [2025-05-01] 5.5 M 5.7 M
Offered $6,000,000 · Filed 2024-05-22 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $500,000 · Duration One year or less · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 73 0.0
(b) Individuals (high net worth individuals) 402 2.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 0.0
(h) Charitable organizations 5 0.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 5 0.1
Total 487 3.2
By Discretionary
Discretionary 467 2.7
Non-Discretionary 20 0.5
Total 487 3.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.2
Total 487 3.2
Form D Directors Role # Filings # Firms 2011 - 2026
Zachary Handelman Executive Officer 1 1
Scott Handelman Executive Officer 1 1
Meyer Handelman LLC Promoter 1 1
Richard Handelman Executive Officer 1 1
EDGAR Form CIK 2011 - 2026
13F-HR [0000045319]
Firm Profile (Form ADV)
Discretionary AUM$1.6B
ServesInstitutional, Retail
Comparable Firms State AUM
Rubinbrown Advisors LLC
MO 3,268.2 M
PFG Advisors LLC
AZ 3,261.2 M
Advocacy Wealth Management LLC
GA 3,244.9 M
Gryphon Wealth LLC
FL 3,244.3 M
Chilton Capital Management LLC
TX 3,233.7 M
Vista Capital Partners Inc
OR 3,220.7 M
Trilogy Capital Inc
CA 3,210.0 M
Evensky & Katz LLC
FL 3,209.8 M
Leo Wealth LLC
NJ 3,205.2 M
Principle Wealth Partners LLC
CT 3,204.7 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com