MEYER HANDELMAN COMPANY LLC

Latest filing: Apr 23, 2024 (190 days ago)

AUM

$2,873,691,547
12% change vs. 1 year ago
23% change vs. 3 years ago
50% change vs. 5 years ago
46% change vs. 10 years ago

Employee Count

15
0% change vs. 1 year ago
-6% change vs. 3 years ago
-21% change vs. 5 years ago
-25% change vs. 10 years ago

Main Office

RYE BROOK, NY
800 WESTCHESTER AVENUE, RYE BROOK, NY, UNITED STATES, 10573-1373

Client AUM

Discretion AUM
Discretionary $2.9
Non-Discretionary $0.0
Total $2.9
Client AUM
Retail $2.5
Pooled $0.0
Institutional $0.4
Total $2.9
Retail Accounts AUM
Individual 61 $0.0
Average Individual AUM $434,492
HNW 364 $2.4
Average HNW AUM $6,712,944
Retail Total 425 $2.5
Average Retail AUM $5,811,802

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CITIBANK, N.A. NEW YORK-NY-USA $1.7
BNY MELLON, N.A. JERSEY CITY-NJ-USA $0.5

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $2.9
Retail SMA AUM $2.5
Institutional SMA AUM $0.4
Asset Class % AUM
Equity Exch 93% $2.7
Equity Non-Exch 0% $0.0
Govt Agency 1% $0.0
Municipal 1% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 4% $0.1
Other 1% $0.0
Total 100% $2.9

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

4 active

Name Title
HANDELMAN, RICHARD, ALAN MEMBER
HANDELMAN, SCOTT MEMBER
HANDELMAN, RUSSELL CHIEF COMPLIANCE OFFICER
ZACHARY, HANDELMAN, SCHAELL MEMBER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $2.9 $0.0 0% 15 0 0%
2024-04-02 $2.9 $0.0 0% 15 0 0%
2023-04-04 $2.6 $0.3 12% 15 0 0%
2022-04-01 $2.8 $0.0 2% 16 -1 -6%
2021-04-05 $2.3 $0.5 23% 16 -1 -6%
2020-04-01 $2.2 $0.7 31% 16 -1 -6%
2019-04-01 $1.9 $1.0 50% 19 -4 -21%
2018-04-02 $2.3 $0.6 27% 19 -4 -21%
2017-04-01 $2.1 $0.8 39% 18 -3 -17%
2016-04-01 $2.0 $0.9 47% 18 -3 -17%
2015-04-01 $2.1 $0.8 39% 19 -4 -21%
2014-04-01 $2.0 $0.9 46% 20 -5 -25%
2013-04-01 $1.6 $1.3 77% 20 -5 -25%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY, CA-04/26/1988, CT-09/04/1997, FL-01/14/1998, LA-03/12/2014, MA-04/05/1994, NH-12/01/2008, NJ-05/19/1988, NY-01/01/1974, TX-06/02/1994, VA-03/25/1988, VT-02/20/1996
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV