# Meyer Handelman Company LLC

> 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.

- CRD: 107309
- Filed as: MEYER HANDELMAN COMPANY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rye Brook, NY
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107309
- AdvisorCensus page: https://advisorcensus.com/firm/meyer-handelman-company-llc-rye-brook-ny-107309

## Quick answers

**How is Meyer Handelman Company LLC compensated?**
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).

**Where is Meyer Handelman Company LLC located?**
Meyer Handelman Company LLC's principal office is in Rye Brook, NY, according to its Form ADV.

**Is Meyer Handelman Company LLC registered with the SEC or a state?**
Meyer Handelman Company LLC is an SEC-registered investment advisory firm, registered since 1951. Status as filed: Approved. CRD 107309.

**How much does Meyer Handelman Company LLC manage?**
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).

**How have Meyer Handelman Company LLC's assets and staff changed since 2021?**
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.

**What types of clients does Meyer Handelman Company LLC serve?**
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).

**Which custodians does Meyer Handelman Company LLC use?**
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.

**Does Meyer Handelman Company LLC report any disciplinary disclosures?**
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

**What changed in Meyer Handelman Company LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Minimum annual fee: $10,000

> Minimum annual fee for new accounts is ten thousand ($10,000) dollars.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon, N.A.
- Citibank, N.A.

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.

### Regulatory assets under management (Item 5.F)
- Total: $3,237,166,026
- Discretionary: $2,725,403,505
- Non-discretionary: $511,762,521

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 73 | $32,984,199 |
| High net worth individuals | 402 | $2,707,926,870 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $12,507,907 |
| Charitable organizations | 5 | $410,802,072 |
| Other | 5 | $72,944,978 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 1951 (75 years)
- Employees: 18 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, LA, MA, NE, NH, NJ, NY, TX, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,336,199,154 | 16 | March 2, 2021 |
| October 2022 | $2,823,695,484 | 16 | March 15, 2022 |
| October 2023 | $2,571,579,851 | 15 | March 16, 2023 |
| October 2024 | $2,873,691,547 | 15 | April 23, 2024 |
| October 2025 | $2,921,100,517 | 13 | May 1, 2025 |
| October 2026 | $3,237,166,026 | 18 | March 17, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meyer Handelman Company LLC (CRD 107309): Form ADV filing data as of October 2026.