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: reinhartpartners.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 a privately held investment advisory firm organized as an LLC and registered with the SEC since 1991. The firm manages portfolios for individuals and families as well as institutional clients, providing discretionary portfolio management across separate accounts and investment company structures. Its fee model combines asset-based fees with performance-linked fees. Reinhart does not identify as an ESG investor, and it is not registered as a multi-state adviser; it also does not act as a pension consultant. The firm maintains a range of industry relationships, including affiliations with a broker‑dealer, another investment adviser, a registered municipal advisor, a CPO/CTA, and a trust company.