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 an institutional registered investment adviser that has been SEC-registered since 1991 and operates as a limited liability company with domestic entity and individual ownership. The firm provides portfolio management for individuals and small businesses, investment companies, and other businesses or institutions, serving both individual & family and institutional client segments. Its fee arrangements include percentage-of-AUM charges and performance-based fees. Reinhart is not identified as a capital allocator, is not an active ESG investor, and is not flagged as a multi-state adviser. The firm also lists affiliations across the financial industry — including broker-dealer, other investment adviser, registered municipal advisor, CPO/CTA, and trust company roles — indicating a range of related activities beyond pure advisory services.