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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

MEYER HANDELMAN COMPANY LLC

CRD 107309

RYE BROOK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:01e08403-643f-eee7-4245-c0698398ed79

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 6
On other graphs: 1
Observed: Mar 22, 2012 to Mar 17, 2026
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Meyer Handelman Company LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.85 fund_share=0.0 institutional_share=0.13 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.2BItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.7B
Private client RAUM: $2.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 85%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 18
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 487
Individual clients: 73
High net worth clients: 402
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $2.9B
SEC number: 801-661
CRD: 107309
Filings on the tape: 22
First filed: Mar 22, 2012
Latest filed: Mar 17, 2026
Organised: Limited Liability Company, NY

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MHCO STRATEGIC INVESTMENT LLP	n/a	$5.7M	Mar 17, 2026	43	Mar 17, 2026	reported	021-513946

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HANDELMAN, RICHARD, ALAN	Member	C	yes	01/1992	Mar 22, 2012	Apr 23, 2024
HANDELMAN, RUSSELL, JAY	CHIEF COMPLIANCE OFFICER	Na	yes	09/2019	Mar 12, 2020	Apr 23, 2024
HANDELMAN, SCOTT, MATTHEW	Member	C	yes	01/2019	Mar 20, 2019	Apr 23, 2024
ZACHARY, HANDELMAN, SCHAELL	Member	B	yes	01/2024	Mar 21, 2024	Apr 23, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$3.2B	$2.7B	18	8	0	1	n/a
2023	Mar 21, 2024	$2.9B	$2.9B	15	8	0	n/a	n/a
2022	Mar 16, 2023	$2.6B	$2.6B	15	7	0	n/a	n/a
2021	Mar 15, 2022	$2.8B	$2.8B	16	8	0	n/a	n/a
2020	Mar 2, 2021	$2.3B	$2.3B	16	7	0	n/a	n/a
2019	Mar 12, 2020	$2.2B	$2.2B	16	7	0	n/a	n/a
2018	Mar 19, 2019	$1.9B	$1.9B	19	9	0	n/a	n/a
2017	Mar 26, 2018	$2.3B	$2.2B	19	9	0	n/a	n/a
2016	Mar 20, 2017	$2.1B	$1.7B	18	9	n/a	n/a	n/a
2015	Mar 22, 2016	$2.0B	$1.6B	18	9	n/a	n/a	n/a
2014	Mar 17, 2015	$2.1B	$1.7B	19	9	n/a	n/a	n/a
2013	Mar 12, 2014	$2.0B	$1.6B	20	9	n/a	n/a	n/a
2012	Mar 21, 2013	$1.6B	$1.4B	20	9	n/a	n/a	n/a
2011	Mar 22, 2012	$1.5B	$1.3B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.2B	n/a	n/a	$2.6B	8.0%	18	n/a	0	n/a

Relationships

Controls (4)

← HANDELMAN, RUSSELL, JAYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 12, 2020 to Apr 23, 2024factForm ADV
← HANDELMAN, RICHARD, ALANOwnerMEMBER, ownership code C, individual
Mar 22, 2012 to Apr 23, 2024factForm ADV
← HANDELMAN, SCOTT, MATTHEWOwnerMEMBER, ownership code C, individual
Mar 20, 2019 to Apr 23, 2024factForm ADV
← ZACHARY, HANDELMAN, SCHAELLOwnerMEMBER, ownership code B, individual
Mar 21, 2024 to Apr 23, 2024factForm ADV

Dated events

Occurred
Mar 21, 2024
Control person joined
Schaell Handelman Zachary (Member) appeared on Schedule A of Meyer Handelman Company Llc
Form ADVobserved 4 days ago
Occurred
Mar 21, 2024
Control person left
Edward Donald Handelman (Member) no longer on Schedule A of Meyer Handelman Company Llc (listed 2023-03-16, absent 2024-03-21)
Form ADVobserved 4 days ago
Occurred
Mar 12, 2020
Control person left
Roy William Handelman (Member/Chief Compliance Officer) no longer on Schedule A of Meyer Handelman Company Llc (listed 2019-03-20, absent 2020-03-12)
Form ADVobserved 4 days ago
Occurred
Mar 12, 2020
Control person joined
Russell Handelman (Chief Compliance Officer) appeared on Schedule A of Meyer Handelman Company Llc
Form ADVobserved 4 days ago
Occurred
Mar 20, 2019
Control person joined
Scott Handelman (Member) appeared on Schedule A of Meyer Handelman Company Llc
Form ADVobserved 4 days ago
Occurred
Mar 20, 2019
Control person left
Walter Joseph Handelman (Member) no longer on Schedule A of Meyer Handelman Company Llc (listed 2019-03-19, absent 2019-03-20)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:01e08403-643f-eee7-4245-c0698398ed79
First observed: Mar 22, 2012
Last observed: Mar 17, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MEYER HANDELMAN COMPANY LLC

CRD 107309

RYE BROOK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:01e08403-643f-eee7-4245-c0698398ed79

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:11 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MHCO STRATEGIC INVESTMENT LLP

n/a

$5.7M

Mar 17, 2026

reported

021-513946

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HANDELMAN, RICHARD, ALAN

Member

yes

01/1992

Mar 22, 2012

Apr 23, 2024

HANDELMAN, RUSSELL, JAY

CHIEF COMPLIANCE OFFICER

yes

09/2019

Mar 12, 2020

Apr 23, 2024

HANDELMAN, SCOTT, MATTHEW

Member

yes

01/2019

Mar 20, 2019

Apr 23, 2024

ZACHARY, HANDELMAN, SCHAELL

Member

yes

01/2024

Mar 21, 2024

Apr 23, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$3.2B

$2.7B

n/a

2023

Mar 21, 2024

$2.9B

n/a

2022

Mar 16, 2023

$2.6B

n/a

2021

Mar 15, 2022

$2.8B

n/a

2020

Mar 2, 2021

$2.3B

n/a

2019

Mar 12, 2020

$2.2B

n/a

2018

Mar 19, 2019

$1.9B

n/a

2017

Mar 26, 2018

$2.3B

$2.2B

n/a

2016

Mar 20, 2017

$2.1B

$1.7B

n/a

2015

Mar 22, 2016

$2.0B

$1.6B

n/a

2014

Mar 17, 2015

$2.1B

$1.7B

n/a

2013

Mar 12, 2014

$2.0B

$1.6B

n/a

2012

Mar 21, 2013

$1.6B

$1.4B

n/a

2011

Mar 22, 2012

$1.5B

$1.3B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.2B

n/a

$2.6B

8.0%

n/a