Asset manager · Mequon, WI
Reinhart Partners, LLC
SEC-registered investment adviser · CRD 106432 · SEC 801-40278
At a glance
Reinhart Partners, LLC is an SEC-registered investment adviser based in Mequon, Wisconsin, with $2.5 billion in regulatory assets under management as of its Form ADV filed May 18, 2026. Its largest client group by assets is state or municipal government entities, and it reports 148 individual clients. By Form ADV it is a asset manager, ranked 960th of 3,218 asset managers and 3,196th of 17,210 SEC-registered advisers by assets.
Main office 262-241-2020reinhartpartners.comAs filed on Form ADV
- Regulatory AUM
- $2.5B
- Rank among asset managers
- #960 of 3,218
- Rank among all SEC RIAs
- #3,196 of 17,210
- Rank in Wisconsin
- #26 of 195
- Individual clients
- 148
- High-net-worth clients
- 148
- Accounts
- 217
- Discretionary
- 100% of AUM
- Employees
- 16
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- James E. ReinhartChairman & CEO
- Sandra A. KingPresident & CCO
- Michael John SchroederManager
- Reik W. ReadManager
- Matthew T. MartinekManager
Custody and brokerage
5 custodians
- J.P. Morgan$374M28%
- Caceis Bank$263M20%
- Northern Trust$234M18%
- BNY$229M17%
- State Street$225M17%
Broker-dealer
Affiliated broker-dealer
It names affiliated broker-dealers: Robert W. Baird & Co. Incorporated and Strategas Securities, LLC.
- Robert W. Baird & Co. Incorporated ↗CRD 8158
- Strategas Securities, LLC ↗CRD 149326
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| State or municipal government entities | 39 | $846M | 34% |
| Investment companies | 3 | $665M | 27% |
| Corporations or other businesses | 12 | $377M | 15% |
| Insurance companies | 2 | $376M | 15% |
| High-net-worth individuals | 148 | $134M | 5% |
| Pension and profit sharing plans | 6 | $60M | 2% |
| Charitable organizations | 7 | $12M | <1% |
Disciplinary disclosures
Reinhart Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗reinhartpartners.com ↗
AtlasMembers
The full record on Reinhart Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 877 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Reinhart Partners, LLC manage?
Reinhart Partners, LLC reports $2.5 billion in regulatory assets under management across 217 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 18, 2026.
What kind of firm is Reinhart Partners, LLC?
Reinhart Partners, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Reinhart Partners, LLC’s clients?
By assets, its largest client types are state or municipal government entities ($846 million, 39 clients); investment companies ($665 million, 3 clients); corporations or other businesses ($377 million, 12 clients).
Does Reinhart Partners, LLC have any disciplinary history?
Reinhart Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Reinhart Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →