Meyer Handelman Co.
Meyer Handelman Company LLC is a family-owned SEC-registered investment advisor headquartered in Rye Brook, New York, with origins dating back to 1933. The firm serves primarily high net worth individuals, their families, trusts, estates, and charitable organizations, providing fully discretionary and tailored portfolio management with a focus on long-term relationships—sometimes spanning up to five or six family generations. As of 2025, the firm manages between $2.87 billion and $3.1 billion in assets and has a staff of about 15-19 employees, including a compact team of investment professionals. Meyer Handelman emphasizes integrating tradition with modern technology for individualized wealth management.
Investment Strategy
Meyer Handelman Company LLC utilizes a fundamental, long-term investment approach focused on diversification and risk minimization. The firm invests primarily in public equities across sectors such as consumer staples, healthcare, industrials, technology, and energy, with additional allocations to municipal and U.S. government bonds. The process emphasizes analysis of balance sheets, income statements, and macroeconomic conditions, preferring steady holdings (average holding period over nine years for top positions) and limiting portfolio turnover. Client solutions are highly customized, with accounts reviewed quarterly, and most relationships are fully discretionary. The firm does not charge performance-based fees and aims to maintain strong and enduring relationships through both tradition and modern best practices.
Top Holdings
Equity Positions (214)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.79% | $246.5M | 475,851 | $67.15 | $517.95 | +$9.9M |
A AAPL | APPLE INC | 4.36% | $138.0M | 542,076 | $57.52 | $254.63 | +$18.7M |
I IBM | INTERNATIONAL BUSINESS MACHS | 3.18% | $100.6M | 356,650 | $179.45 | $282.16 | -$4.1M |
T TT | TRANE TECHNOLOGIES PLC | 3.07% | $97.2M | 230,274 | $168.09 | $421.96 | -$4.2M |
J JPM | JPMORGAN CHASE & CO. | 3.02% | $95.4M | 302,297 | $83.63 | $315.43 | +$8.1M |