Data / Investment advisers / Wisconsin / Reinhart Partners, LLC
Reinhart Partners, LLC, Mequon, WI: $2.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Reinhart Partners, LLC is an SEC registered investment adviser with its main office in Mequon, Wisconsin and reports $2.5 billion in regulatory assets under management in its Form ADV filed May 18, 2026. Its clients include state and municipal governments, investment companies and corporations and other businesses. It is paid through a percentage of assets under management and performance based fees.
The request: Watch Reinhart Partners, LLC (CRD number 106432): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 106432
- SEC file number
- 801-40278
- SEC status
- Approved, effective December 5, 1991
- Main office
- 11090 N. Weston Drive, Mequon, WI 53092
- Phone
- (262) 241-2020
- Website
- reinhartpartners.com
- Regulatory AUM
- $2,470,608,736 in the Form ADV filed May 18, 2026
- Discretionary AUM
- $2,470,608,736
- Accounts
- 217
- Employees
- 16, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 39 | $846 million |
| Investment companies | 3 | $665.3 million |
| Corporations or other businesses | 12 | $377.4 million |
| Insurance companies | 2 | $376 million |
| High net worth individuals | 148 | $134 million |
| Pension and profit sharing plans | 6 | $60.1 million |
| Charitable organizations | 7 | $11.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.47 billion | March 31, 2026 |
| December 1, 2025 | $1.91 billion | February 5, 2025 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Nicolet Wealth Management | Green Bay | $4.29 billion | Not listed | adviserinfo.sec.gov |
| North Star Asset Management Inc | Neenah | $3.35 billion | Not listed | adviserinfo.sec.gov |
| Thompson Investment Management, Inc. | Madison | $3.08 billion | Not listed | adviserinfo.sec.gov |
| Resonant Capital Advisors, LLC | Madison | $2.96 billion | Not listed | adviserinfo.sec.gov |
| Kellogg Asset Management, LLC | Green Bay | $2.86 billion | Not listed | adviserinfo.sec.gov |
| Gateway Wealth Partners, LLC | Appleton | $2.28 billion | Not listed | adviserinfo.sec.gov |
| 1834 Investment Advisors Co. | Milwaukee | $2.20 billion | Not listed | adviserinfo.sec.gov |
| Operose Advisors LLC | Milwaukee | $2.06 billion | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving investment companies
- Reinhart Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.