Reinhart Partners, LLC

RIASEC Registered

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 an institutional registered investment adviser organized as an LLC that works with both individual/family clients and institutional investors. The firm is SEC-registered (initial registration year 1991) and combines percentage-of-AUM billing with performance-based fees. Its advisory services span discretionary portfolio management for individuals and small businesses, investment companies, and other business or institutional clients. Reinhart does not identify as an active ESG investor. The firm operates with multiple industry affiliations, including broker-dealer relationships and roles as an investment adviser, registered municipal advisor, commodity pool operator/commodity trading advisor (CPO/CTA), and trust company, indicating a range of operational capabilities beyond traditional advisory-only activity.