{
  "crd_number": 107309,
  "slug": "meyer-handelman-company-llc-rye-brook-ny-107309",
  "primary_business_name": "MEYER HANDELMAN COMPANY LLC",
  "legal_name": "MEYER HANDELMAN COMPANY LLC",
  "dbas": [],
  "city": "Rye Brook",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1951-08-19",
  "years_registered": 75,
  "period": "2026-10-01",
  "filing_date": "2026-03-17",
  "carried_forward": false,
  "raum_total": 3237166026.0,
  "raum_discretionary": 2725403505.0,
  "raum_non_discretionary": 511762521.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 18,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 72944978.0,
      "count": 5,
      "description": "PARTNERSHIPS/PERSONAL HOLDING"
    },
    "charitable": {
      "raum": 410802072.0,
      "count": 5
    },
    "individuals": {
      "raum": 32984199.0,
      "count": 73
    },
    "pension_profit_sharing": {
      "raum": 12507907.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 2707926870.0,
      "count": 402
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "LA",
    "MA",
    "NE",
    "NH",
    "NJ",
    "NY",
    "TX",
    "VA",
    "VT"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107309",
  "city_as_filed": "RYE BROOK",
  "url": "https://advisorcensus.com/firm/meyer-handelman-company-llc-rye-brook-ny-107309",
  "display_name": "Meyer Handelman Company LLC",
  "summary": "Meyer Handelman Company LLC is an SEC-registered investment advisory firm in Rye Brook, NY, registered since 1951, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 17, 2026.",
  "citation": "AdvisorCensus. Meyer Handelman Company LLC (CRD 107309): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Meyer Handelman Company LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Meyer Handelman Company LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Meyer Handelman Company LLC located?",
      "a": "Meyer Handelman Company LLC's principal office is in Rye Brook, NY, according to its Form ADV."
    },
    {
      "q": "Is Meyer Handelman Company LLC registered with the SEC or a state?",
      "a": "Meyer Handelman Company LLC is an SEC-registered investment advisory firm, registered since 1951. Status as filed: Approved. CRD 107309."
    },
    {
      "q": "How much does Meyer Handelman Company LLC manage?",
      "a": "Meyer Handelman Company LLC reports $3,237,166,026 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (84% discretionary)."
    },
    {
      "q": "How have Meyer Handelman Company LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Meyer Handelman Company LLC: Regulatory assets under management: $2,336,199,154 in the October 2021 data and $3,237,166,026 in the October 2026 data, up 39%. Total employees: 16 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Meyer Handelman Company LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (402); individuals (other than high net worth individuals) (73); charitable organizations (5)."
    },
    {
      "q": "Which custodians does Meyer Handelman Company LLC use?",
      "a": "Meyer Handelman Company LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, N.A. and Citibank, N.A. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Meyer Handelman Company LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107309"
    },
    {
      "q": "What changed in Meyer Handelman Company LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $2,921,100,517 to $3,237,166,026 (+11%). Registered or notice-filed in NE."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2336199154.0,
      "total_employees": 16,
      "filing_date": "2021-03-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2823695484.0,
      "total_employees": 16,
      "filing_date": "2022-03-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2571579851.0,
      "total_employees": 15,
      "filing_date": "2023-03-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2873691547.0,
      "total_employees": 15,
      "filing_date": "2024-04-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2921100517.0,
      "total_employees": 13,
      "filing_date": "2025-05-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3237166026.0,
      "total_employees": 18,
      "filing_date": "2026-03-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 8.",
        "Regulatory assets under management went from $2,921,100,517 to $3,237,166,026 (+11%).",
        "Registered or notice-filed in NE."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 17, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$10,000",
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $10,000"
        ],
        "quotes": [
          "Minimum annual fee for new accounts is ten thousand ($10,000) dollars."
        ]
      }
    ],
    "quotes": [
      "Minimum annual fee for new accounts is ten thousand ($10,000) dollars."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY Mellon, N.A.",
      "name_as_filed": "BNY MELLON, N.A.",
      "affiliated": false
    },
    {
      "name": "Citibank, N.A.",
      "name_as_filed": "CITIBANK, N.A.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/meyer-handelman-company-llc-rye-brook-ny-107309.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 73,
      "fewer_than_5": false,
      "raum": 32984199.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 402,
      "fewer_than_5": false,
      "raum": 2707926870.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 12507907.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 410802072.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 5,
      "fewer_than_5": false,
      "raum": 72944978.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107309",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}