REINHART PARTNERS, LLC

RIASEC RegisteredEst. 1991

Total AUM

$2.5B

Discretionary

$2.5B

100% of AUM

Avg account

$11.4M

Accounts

217

Employees

Advisory reps

Firm details

Headquarters: MEQUON, Wisconsin
CRD number: 106432
Registered since: December 5, 1991
Website: reinhart-partnersinc.com
Custodians: J.P. MORGAN SECURITIES INC., CACEIS BANK, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government34.24%
Investment Companies26.93%
Corporations / Businesses15.28%
Insurance Companies15.22%
HNWI5.43%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Reinhart Partners, LLC is an SEC-registered investment adviser organized as an LLC and in operation since the early 1990s. The firm focuses on discretionary portfolio management for individuals, small businesses, investment companies and institutional clients. Its client base includes both individual and family clients as well as institutional accounts. Compensation is structured as a percentage of assets under management and may include performance-based fees. Business activities extend beyond investment advice: filings indicate the firm is affiliated with or conducts activities as a broker-dealer, another investment adviser, a registered municipal advisor, a CPO/CTA, and a trust company. The firm does not identify as an active ESG investor and is not classified as a capital allocator.