Meyer Handelman provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year. The firm advises 1 private fund.
Meyer Handelman reports 487 clients. They include 402 high-net-worth individuals, 73 individual clients and 5 charitable organizations. Of its assets, 84.2% ($2.73B across 467 accounts) are managed with discretion; $512M across 20 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 15% | 1% |
| High-net-worth individuals | 83% | 84% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 1% | 13% |
| Other | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 73 | $33M | 1.0% | $452K |
| High-net-worth individuals | 402 | $2.71B | 83.7% | $6.74M |
| Pension and profit-sharing plans | Fewer than 5 | $12.5M | 0.4% | $6.25M |
| Charitable organizations | 5 | $411M | 12.7% | $82.2M |
| Other | 5 | $72.9M | 2.3% | $14.6M |
| Total | 487 | $3.24B | 100% | — |
- Clients
- 73
- Regulatory AUM
- $33M
- AUM share
- 1.0%
- Avg. per client
- $452K
- Clients
- 402
- Regulatory AUM
- $2.71B
- AUM share
- 83.7%
- Avg. per client
- $6.74M
- Clients
- Fewer than 5
- Regulatory AUM
- $12.5M
- AUM share
- 0.4%
- Avg. per client
- $6.25M
- Clients
- 5
- Regulatory AUM
- $411M
- AUM share
- 12.7%
- Avg. per client
- $82.2M
- Clients
- 5
- Regulatory AUM
- $72.9M
- AUM share
- 2.3%
- Avg. per client
- $14.6M
Total
- Clients
- 487
- Regulatory AUM
- $3.24B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 11–25
Meyer Handelman charges up to 1.50% a year for its Variable annual-rate investment advisory fees. The fee is billed in arrears, is negotiable and has a $10,000 annual minimum.
Fee details and sources
Richard Handelman owns 25% to 50% of Meyer Handelman. The leadership team of Meyer Handelman includes Chief Compliance Officer Russell Handelman. It has 18 employees, 8 of them in advisory roles.
Leadership
- Russell HandelmanChief Compliance Officer
- Richard HandelmanMember
- Scott HandelmanMember
- Handelman ZacharyMember
Staff
- 18 employees
- 8 in advisory functions
- 1 insurance agent
- Owns 25% to 50% of Meyer Handelman Company LLC
Richard Handelman
Control person · since January 1992
- Owns 25% to 50% of Meyer Handelman Company LLC
Scott Handelman
Control person · since January 2019
- Owns 10% to 25% of Meyer Handelman Company LLC
Handelman Zachary
Control person · since January 2024
Meyer Handelman’s regulatory assets grew from $2.34B (March 2021) to $3.24B (March 2026); clients rose from 349 to 487 and employees from 16 to 18.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $3.24B | 487 | 18 | 1 |
| May 2025 | $2.92B | 439 | 13 | 1 |
| April 2024 | $2.87B | 444 | 15 | 1 |
| March 2023 | $2.57B | 385 | 15 | 1 |
| March 2022 | $2.82B | 375 | 16 | 1 |
| March 2021 | $2.34B | 349 | 16 | 1 |
Besides its headquarters, Meyer Handelman has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 800 Westchester Avenue, Suite S-618, Rye BrookHQ
Contact and registration details
- Legal name
- Meyer Handelman Company LLC
- Headquarters
- 800 Westchester Avenue, Suite S-618, Rye Brook, NY 10573-1373
- Website
- meyerhandelman.com
- Phone
- 914-939-4060
- SEC file
- 801-661
- Structure
- New York LLC
- Fiscal year end
- December
Meyer Handelman uses Citibank, N.A. ($2.53B, 79%) and BNY Mellon, N.A. ($686M, 21%) as custodians for its separately managed accounts. Meyer Handelman has custody of $2.88B in client assets for 439 clients.
- BNY Mellon, N.A.BNY Mellon, N.A. · Jersey City, NJ · $686M21%
- Citibank, N.A.Citibank, N.A. · New York, NY · $2.53B79%
At year end, Meyer Handelman’s separately managed accounts were mostly in stocks (94%). Its reported 13F holdings for the quarter ended 30 June 2026 total $3.53B across 274 positions; the largest are Microsoft Corporation (5.0%), Apple Inc. (4.6%) and Alphabet Inc. (3.0%).
What the accounts hold
- Stocks94%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash4%
Reported 13F holdings
- $3.53B
- Reported 13F value
- 274
- Positions
- 31.7%
- In the 10 largest
- +9.9%
- Value vs. prior quarter
- Microsoft Corporation5.0%
- Apple Inc.4.6%
- Alphabet Inc.3.0%
- Caterpillar Inc.3.0%
- JPMORGAN Chase & Co2.9%
- International Business Machines Corp.2.9%
- Trane Technologies PLC2.8%
- Corning Inc.2.8%
- Amazon Com Inc.2.4%
- Walmart Inc.2.3%
Together, the ten largest are 31.7% of reported value.
How many clients does Meyer Handelman have?
Meyer Handelman has 487 clients and manages $3.24 billion for them, as of March 2026. They include 402 high-net-worth individuals, 73 individual clients and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Meyer Handelman offer?
Meyer Handelman provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Meyer Handelman charge?
Meyer Handelman charges up to 1.50% a year for its Variable annual-rate investment advisory fees. The fee is billed in arrears, is negotiable and has a $10,000 annual minimum.
Source: MEYER HANDELMAN COMPANY LLC FORM ADV PART 2A REV. 3-1-23, filed 17 March 2026
Which custodians does Meyer Handelman use?
Meyer Handelman’s separately managed account assets are held at Citibank, N.A. (New York, NY), with $2.53B and BNY Mellon, N.A. (Jersey City, NJ), with $686M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Meyer Handelman have?
Meyer Handelman has 0 investment adviser representatives registered with state securities authorities, out of 18 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Meyer Handelman invest in?
At the end of its last fiscal year, Meyer Handelman’s separately managed accounts held 94% exchange-traded equities, 4% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Meyer Handelman?
Meyer Handelman’s direct owners are Richard Handelman, Scott Handelman and Handelman Zachary, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Meyer Handelman get paid?
Meyer Handelman is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Meyer Handelman registered with the SEC?
Yes, Meyer Handelman has been registered with the SEC as an investment adviser since 19 August 1951. Its CRD number is 107309 and its SEC file number is 801-661.
Source: Form ADV Part 1A, Item 1, filed 17 March 2026; IAPD firm record
How do I contact Meyer Handelman?
Meyer Handelman’s main office is at 800 Westchester Avenue, Suite S-618, Rye Brook, NY 10573-1373. Its phone number is 914-939-4060. Its website is meyerhandelman.com.