MEYER HANDELMAN COMPANY LLC

Overview

Meyer Handelman Company LLC is an independent, privately held RIA that allocates capital primarily into listed equities while also sponsoring and managing pooled investment vehicles. The firm serves both individuals and institutions and blends fee structures that include percentage-of-AUM and fixed-fee arrangements. Its advisory services cover financial planning, discretionary portfolio management across individuals, small businesses and pooled vehicles, pension consulting and the selection of third‑party advisers. The firm functions as a capital allocator and acts in sponsor/GP and managing member roles for at least one pooled vehicle, indicating active involvement in both portfolio construction and private fund governance. Investment preferences are equity‑tilted with a heavy use of exchange‑traded equities as the main implementation vehicle. The firm is not an active ESG investor and does not identify as a multi‑state adviser. Beyond listed equities, Meyer Handelman Company directs allocations to external alternative managers in private equity and venture capital and uses mutual funds and corporate debt to complement its public market exposure.

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Location & Offices