The MEYER HANDELMAN COMPANY LLC is a privately held investment adviser that advises $2.87Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MEYER HANDELMAN COMPANY LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 35.88% over the last 5-years.
The Group has been registered with the SEC for 74.5 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 800 WESTCHESTER AVENUE SUITE S-618, RYE, NY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 13 employees comprised of 7 investment and 6 non-investment staff. The total number of Employees decreased by 18.75% over the last 5-years.
Their $2.87Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 6 other accounts. Assets of High Net Worth Individuals clients own $2.45Bn or 85.25% of Total Assets and Charitable Organizations own $381.53mn or 13.3% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
MEYER HANDELMAN COMPANY LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a MEDIUM risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In MEYER HANDELMAN COMPANY LLC's case, they have 8 business conditions that require high process maturity and 0 Watch Factors.