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MEYER HANDELMAN COMPANY LLC
CRD 107309File 801-661
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.24B
Top 25% of cohort (national)
Discretionary AUM
$2.73B
Non-discretionary $511.8M
Clients
482
487 accounts
Employees
18
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 19, 1951
- Principal office
- 800 WESTCHESTER AVENUE, SUITE S-618, RYE BROOK, NY, 10573-1373
- Phone
- 914-939-4060
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.24B
- Discretionary AUM
- $2.73B
- Non-discretionary AUM
- $511.8M
- Discretionary accounts
- 467
- Non-discretionary accounts
- 20
- Total accounts
- 487
- AUM per client
- $6.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $410.8M |
| High net worth individuals | 402 | $2.71B |
| Pension and profit sharing plans | Fewer than 5 | $12.5M |
| Individuals (other than high net worth individuals) | 73 | $33.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 487 | 482 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.