Reinhart Asset Management LLC

Overview

Reinhart Asset Management LLC is a small, client-facing advisory firm focused on discretionary portfolio management for individuals, families and small businesses. The firm runs concentrated equity-oriented portfolios and favors liquid, exchange-traded instruments. Fee arrangements are flexible — the firm charges a percentage of AUM and can also bill on an hourly or fixed-fee basis — which supports one-off planning projects as well as ongoing management relationships. Reinhart is not positioned as an ESG or multi-state specialist and does not act as a pension consultant; its activity profile is centered on direct portfolio management for private clients. Because the firm’s assets are modest, investment implementation appears to favor readily accessible, low-friction vehicles (individual equities, ETFs and mutual funds) held at a single primary custodian. The adviser reports essentially all assets are managed on a discretionary basis, indicating ongoing rebalancing and trade execution under the firm’s authority rather than episodic, adviser-solicited trades only.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices