Meyer Handelman Company LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rye Brook, NY. Its latest Form ADV filing, dated March 17, 2026, reports $3.2B in regulatory assets under management, 18 employees, and 487 accounts.
Assets Under Management
$3.2B
Employees
18
Offices
--
Total Clients
487
Primary office
RYE BROOK, NY
800 WESTCHESTER AVENUE, SUITE S-618, RYE BROOK, NY, United States
Top client segmentHNWI represent 82.5% of total clients.
Top client categories% of clientsClients
1
HNWI
82.5%
402
2
Individuals
15.0%
73
3
Charitable
1.0%
5
4
PARTNERSHIPS/PERSONAL HOLDING
1.0%
5
5
Pension Plans
0.4%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.2Bas of March 17, 2026
Discretionary84.2%
$2.7B
84% of total RAUM84.2%
Non-discretionary15.8%
$512M
16% of total RAUM15.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.2B
Total Accounts487
10Y AUM Change+$1.2B (+56.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee27:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.