Overview
Assets Under Management: $1.9 billion
Headquarters: MEQUON, WI
High-Net-Worth Clients: 193
Average Client Assets: $706,079
Frequently Asked Questions
REINHART PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106432), REINHART PARTNERS, LLC is subject to fiduciary duty under federal law.
REINHART PARTNERS, LLC is headquartered in MEQUON, WI.
REINHART PARTNERS, LLC serves 193 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, REINHART PARTNERS, LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
REINHART PARTNERS, LLC manages $1.9 billion in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, REINHART PARTNERS, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 193
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.13
Average High-Net-Worth Client Assets: $706,079
Total Client Accounts: 263
Discretionary Accounts: 263
Regulatory Filings
CRD Number: 106432
Last Filing Date: 2025-02-05 00:00:00
Website: https://reinhartpartners.com