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N.B. Handy Company
N.B. Handy Company is an SEC-registered investment adviser in Lake Oswego, OR. The firm manages $69 million in regulatory assets. It has 2 employees and 2...
Overview
N.B. Handy Company is an SEC-registered investment adviser in Lake Oswego, OR. The firm manages $69 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Single Family Office
Year founded
1891
Location
Region
North America
Country
United States
City
Lake Oswego
Corporate office
Lynchburg, VA, United States
Principals
Milton R. Handy
Founder
Frequently asked questions
Is N.B. Handy structured as a single family office or does it operate more like a holding company?
N.B. Handy Company is primarily an operating business in HVAC and roofing distribution. The family office function is embedded within this structure, managing the wealth generated by the business rather than operating as a standalone investment firm. This is a common hybrid model for industrial family enterprises.
Does the N.B. Handy family office participate in fund commitments or only direct deals?
The firm's investment posture is not publicly disclosed. Family offices with similar industrial distribution backgrounds often balance direct private investments with fund commitments for diversification, but no specific allocations or deals have been publicly reported for the Handy family.
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