M
CRD: 107309
Meyer Handelman Company LLC
RYE Brook, NY, 10573
9149394060
$3.2B Total AUM
$2.7B Disc. AUM
8.0% 3Y CAGR
18 Employees
487 ADV. Clients
74 yrs Firm Age
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- Custodian
- BNY Mellon ยท Citibank
- Clients
- Retail and Institutional
- Platforms
- Summit
- Established Date
- 08-19-1951
- Office Locations
- 1
Office Locations
800 Westchester Avenue Suite S-618 RYE Brook NY
About Meyer Handelman Company LLC
Meyer Handelman Company LLC is a RYE Brook-based RIA. The firm has been operating for 74 years. Managing $3.2B in total assets under management, with 8 advisory representatives. They custody assets with BNY Mellon and Citibank. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$404.6M AVG AUM / ADVISOR
$6.6M AVG AUM / CLIENT
12.8 yrs AVG TENURE
18 Employees
8 Advisory Reps
0 RIA Reps
74yrs Firm Age
Insights
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Asset Classes
Foundation eagle Horizon timber Summit Bridge
Investment Vehicles
Capital North
Services
Quantum Focus atlas
Technology
Vector
Owner & Executives
R
RICHARD ALAN HANDELMAN
Partner
- CRD
- --
- Ownership
- 25% but less than 50%
(754) 293-6482
fusion.ember@radialcapital.com
in linkedin.com/in/meridian-element
S
SCOTT MATTHEW HANDELMAN
--
- CRD
- --
- Ownership
- 25% but less than 50%
(298) 646-6480
focus.unison@alphacapital.com
in linkedin.com/in/eagle-ridge
V
Vertex element
Bridge alpha
- CRD
- #35063
- Ownership
- 3.2%
(334) 790-1302
fusion.focus@unisoncapital.com
in linkedin.com/in/glacier-pathway
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,725,403,505 | $5,835,982 |
| Non-Discretionary | $511,762,521 | $25,588,126 |
| Total | $3,237,166,026 | $6,647,158 |
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Separately Managed Accounts
Total SMA Asset: $3,237,166,026
Equity - Exchange:
31.7% Cash:
15.3% Municipal Bonds:
37.3% U.S. Government/Agency:
15.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,001,799,209 | 31.7% |
| Cash | $483,518,230 | 15.3% |
| Municipal Bonds | $1,178,773,202 | 37.3% |
| U.S. Government/Agency | $496,159,231 | 15.7% |
| Total | $3,160,249,872 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT RADIAL VITAL | VALUE TIMBER | PU2ZTZAMS | MUNY | 8.66% | $70,872,501 |
| PIONEER FOCUS ELEMENT | BRIDGE BRIDGE | S4NVADWYQ | XZL | 5.33% | $15,035,290 |
| VECTOR WAVE | INSIGHT ALPHA | HK2CSR8FM | UZHYF | 7.77% | $86,634,590 |
| PATHWAY WAVE | UNISON CREST | OM3SIIM31 | GTS | 10.30% | $28,380,632 |
| WAVE VERTEX | FOUNDATION SUMMIT | S1N42V4TX | PXPBS | 3.67% | $110,831,837 |
| VECTOR GLACIER | PIONEER MERIDIAN | 911JKJEMD | YSRW | 10.89% | $4,139,198 |
| CATALYST SIGNAL VITAL | PEAK OAK | I5NPYUE7H | VZSPJ | 6.18% | $97,020,357 |
| RIDGE MERIDIAN | PRIME SIGNAL | 3TWEC5SKM | RQCO | 3.16% | $104,604,349 |