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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Rye Brook, NY HQ: Rye Brook, NY

Meyer Handelman Company

$2.7B Total AUM · Institutional LP profile covering 16 historical fund disclosure records ($213.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Real Estate, Growth Equity, Direct Lending (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
16
5 Open Source Trails Below
Sum of Disclosed Rows
$213.2M
Total AUM: $2.7B
Median Disclosed Amount
$14.8M
Range: $4.0M – $20.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/16)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Meyer Handelman Company

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 16 total tracked records (+11 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Carlyle Global Credit Opportunities Fund IIAdviser 7.B Vehicle Private Credit 2025
$17.4M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
NovaQuest Private Equity Fund II, L.P.Adviser 7.B Vehicle Buyout 2025
$16.6M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
FSN Capital IVAdviser 7.B Vehicle Private Equity 2025
$14.8M
Adviser-managed fund GAV · As of December 2025
Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Bain Capital Private Equity XIVAdviser 7.B Vehicle Buyout 2024
$16.6M
Adviser-managed fund GAV · As of December 2025
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
West Street Real Estate Fund XAdviser 7.B Vehicle Real Estate 2024
$14.8M
Adviser-managed fund GAV · As of December 2025
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Meyer Handelman Company

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Meyer Handelman Company (Family Office / MFO, $2.7B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 20.0% vs. 18.2% Actual; $49.1M Unallocated Target Bandwidth). SEC Form ADV (801-661, CRD #107309) verified $2.73B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-01-16

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Meyer Handelman Company

360 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Meyer Handelman Company (16 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 4 Shared Vehicles

South Carolina RSIC

Public Pension Plan Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Resolve Growth I (2023 Vintage)
Meyer Handelman Company: $18.8M · SEC Form ADV 7.B
South Carolina RSIC: $10.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Crestview II (2023 Vintage) · EnCap Energy Transition Fund I (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Westfield Capital Management Company

OCIO / Wealth RIA North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cerberus Supply Chain Fund Lp (2023 Vintage)
Meyer Handelman Company: $13.2M · SEC Form ADV 7.B
Westfield Capital Management Company: $67.0M · SEC Form ADV 7.B

Additional shared vehicles: Cerberus Levered Loan Opportunities Fund IV (2020 Vintage) · Cerberus Real Estate Debt Fund, L.P. (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Aon Investments USA Inc.

OCIO / Wealth RIA Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cerberus Levered Loan Opportunities Fund IV (2020 Vintage)
Meyer Handelman Company: $10.8M · SEC Form ADV 7.B
Aon Investments USA Inc.: $46.0M · SEC Form ADV 7.B

Additional shared vehicles: Cerberus Supply Chain Fund Lp (2023 Vintage) · Cerberus Real Estate Debt Fund, L.P. (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+357 Additional Institutional LPs Report Shared Vehicles with Meyer Handelman Company

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 16 total tracked records for Meyer Handelman Company) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 16 tracked historical disclosure records (+11 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (360 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Meyer Handelman Company

Frequently Asked Questions: Meyer Handelman Company

What type of institutional allocator is Meyer Handelman Company and what is their typical disclosed ticket size?

Meyer Handelman Company is categorized under Family Office / MFO (Regional Roadshow Hub: Rye Brook, NY; Headquarters: Rye Brook, NY). Across 16 historical disclosure records tracked on Prilago ($213.2M total parsed USD across disclosed rows), the median disclosed amount is $14.8M (range: $4.0M to $20.1M).

Which private-market strategies appear in Meyer Handelman Company's public disclosures?

Meyer Handelman Company has disclosed records across Buyout, Private Equity, Real Estate, Growth Equity, Direct Lending. Open preview records include Carlyle Global Credit Opportunities Fund II (2025 Vintage), NovaQuest Private Equity Fund II, L.P. (2025 Vintage), FSN Capital IV (2025 Vintage), Bain Capital Private Equity XIV (2024 Vintage).

How are Meyer Handelman Company's historical records substantiated and separated from active searches on Prilago?

Records for Meyer Handelman Company cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Meyer Handelman Company's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/meyer-handelman-company or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Meyer Handelman Company?

In Prilago's bilateral commitment graph, Meyer Handelman Company shares resolved underlying fund vehicles with 360 institutional LPs across 16 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include South Carolina RSIC (4 shared vehicles, e.g. Resolve Growth I (2023 Vintage)), Westfield Capital Management Company (4 shared vehicles, e.g. Cerberus Supply Chain Fund Lp (2023 Vintage)), Aon Investments USA Inc. (4 shared vehicles, e.g. Cerberus Levered Loan Opportunities Fund IV (2020 Vintage)).

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