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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

REINHART PARTNERS, LLC

CRD 106432

MEQUON, WI

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Search this name across graphsid dfx:ria:664236fb-52d4-d889-7012-0bdcacf81f80

Data as of May 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 6
On other graphs: 0
Observed: Mar 30, 2012 to May 18, 2026
35 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.05 fund_share=0.27 institutional_share=0.52 related_bd=true related_bank=true bd_reps=0.0
Regulatory AUM: $2.5BItem 5.F on the latest filing (2026-05-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.5B
Private client RAUM: $134MderivedItem 5.D individuals plus high net worth individuals
Private client share: 5%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $412Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 217
High net worth clients: 148
SEC number: 801-40278
CIK: 1080298
CRD: 106432
Filings on the tape: 35
First filed: Mar 30, 2012
Latest filed: May 18, 2026
Organised: Limited Liability Company, DE
Website: reinhartpartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES EVERETT REINHART	n/a	MEQUON, WI	35	46	1	no
MATTHEW TYLER MARTINEK	Chartered Financial Analyst	MEQUON, WI	15	16	n/a	no
JOSHUA WHEELER	Chartered Financial Analyst	MEQUON, WI	11	16	n/a	no
GORDAN LASIC	n/a	MEQUON, WI	9	20	n/a	no
WILLIAM SCOTT COLLINS	n/a	MEQUON, WI	4	11	2	no
TREVOR VAUGHN SAVAGE	n/a	MEQUON, WI	4	12	1	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
LPI INVESTMENT FUND, LLC	Other Private Fund	$36.9M	Apr 18, 2012	8	Mar 30, 2012	dropped	021-124303

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
REINHART, JAMES, EVERETT	PRESIDENT/CEO/PRINCIPAL	C	yes	10/1991	Mar 30, 2012	Mar 20, 2024
JESKO, BRENT, CHRISTOPHER	SENIOR PORTFOLIO MANAGER - PRINCIPAL	A	no	01/2003	Mar 30, 2012	Mar 20, 2024
KING, SANDRA, ANN	CHIEF COMPLIANCE OFFICER	Na	no	03/2012	Mar 30, 2012	Mar 20, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$2.5B	$2.5B	16	6	0	n/a	n/a
2024	Feb 5, 2025	$1.9B	$1.9B	14	6	0	n/a	n/a
2023	Mar 20, 2024	$1.8B	$1.8B	16	11	0	n/a	n/a
2022	Mar 20, 2023	$1.6B	$1.6B	19	12	0	n/a	n/a
2021	Mar 23, 2022	$1.8B	$1.8B	20	14	0	n/a	n/a
2020	Mar 16, 2021	$6.2B	$6.2B	27	21	0	n/a	n/a
2019	Mar 20, 2020	$5.7B	$5.7B	25	21	0	n/a	n/a
2018	Mar 25, 2019	$5.0B	$5.0B	24	12	0	n/a	n/a
2017	Mar 26, 2018	$5.5B	$5.5B	30	18	0	n/a	n/a
2016	Mar 22, 2017	$5.7B	$5.7B	28	18	n/a	n/a	n/a
2015	Mar 15, 2016	$5.3B	$5.3B	28	18	n/a	n/a	n/a
2014	Mar 26, 2015	$5.4B	$5.4B	41	21	n/a	n/a	n/a
2013	Mar 31, 2014	$5.1B	$4.8B	39	23	n/a	n/a	n/a
2012	Mar 27, 2013	$4.5B	$4.4B	37	20	n/a	n/a	n/a
2011	Mar 30, 2012	$3.8B	$3.8B	n/a	n/a	n/a	1	$36.9M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.5B	$1.9B	29.2%	$1.6B	15.3%	16	14	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WINDWARD WEALTH STRATEGIES, INC.	2	Apr 1, 2015	Mar 16, 2015	MEQUON, WI	Team lift out	Other	15.4%

Relationships

Registered with (21)

← TREVOR VAUGHN SAVAGEAdvisorregistration: current employment
Feb 10, 2022 to presentfactForm ADV
← WILLIAM SCOTT COLLINSAdvisorregistration: current employment
Jan 3, 2022 to presentfactForm ADV
← GORDAN LASICAdvisorregistration: current employment
Jan 3, 2017 to presentfactForm ADV
← JOSHUA WHEELERAdvisorregistration: current employment
Sep 17, 2015 to presentfactForm ADV
← MATTHEW TYLER MARTINEKAdvisorregistration: current employment
Dec 13, 2010 to presentfactForm ADV
← JAMES EVERETT REINHARTAdvisorregistration: current employment
May 1, 1991 to presentfactForm ADV
← MICHAEL ZACHARIAH GRIMESAdvisorregistration: previous registration
Oct 16, 2014 to Aug 21, 2024factForm ADV
← Keith C PinsoneaultAdvisorregistration: previous registration
Oct 15, 2009 to Jul 21, 2022factForm ADV
← CHRISTOPHER NEEL RHYNEAdvisorregistration: previous registration
May 7, 2013 to Jan 3, 2022factForm ADV
← KATHERINE MAYHEW DOYLEAdvisorregistration: previous registration
Feb 23, 2007 to Jun 22, 2021factForm ADV
← JOEL ARTHUR DYKMANAdvisorregistration: previous registration
Mar 7, 2011 to Jun 11, 2021factForm ADV
← Luke LaMannaAdvisorregistration: previous registration
Sep 12, 2016 to Jun 29, 2018factForm ADV
← Henry P. HesselAdvisorregistration: previous registration
Sep 16, 2015 to Jan 12, 2017factForm ADV
← GREGORY BRYAN PIERCEAdvisorregistration: previous registration
Jul 25, 2007 to Apr 1, 2015factForm ADV
← MATTHEW D'ATTILIOAdvisorregistration: previous registration
Jan 31, 2007 to Apr 1, 2015factForm ADV
← TODD MATTHEW KRIEGAdvisorregistration: previous registration
Jan 31, 2007 to Apr 1, 2015factForm ADV
← JAMES JONATHAN HAYESAdvisorregistration: previous registration
Apr 30, 2009 to Apr 1, 2015factForm ADV
← KATHERINE ANN WOHLTAdvisorregistration: previous registration
Dec 11, 2009 to Apr 1, 2015factForm ADV
← KIM M MOLITORAdvisorregistration: previous registration
Dec 17, 2013 to Apr 1, 2015factForm ADV
← SARAH ELIZABETH DAMSGAARDAdvisorregistration: previous registration
Dec 20, 2010 to Jul 21, 2014factForm ADV
← BENJAMIN NATHAN DICKEYAdvisorregistration: previous registration
May 7, 2009 to Dec 20, 2012factForm ADV

Owns (2)

← KING, SANDRA, ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to Mar 20, 2024factForm ADV
← JESKO, BRENT, CHRISTOPHEROwnerSENIOR PORTFOLIO MANAGER - PRINCIPAL, ownership code A, individual
Mar 30, 2012 to Mar 20, 2024factForm ADV

Controls (1)

← REINHART, JAMES, EVERETTOwnerPRESIDENT/CEO/PRINCIPAL, ownership code C, individual
Mar 30, 2012 to Mar 20, 2024factForm ADV

Moved with (1)

→ WINDWARD WEALTH STRATEGIES, INC.Registered adviser2 advisors, team lift out, same day
Apr 1, 2015 to Mar 16, 2015factForm ADV

Advises (1)

→ LPI INVESTMENT FUND, LLCPrivate fundOther Private Fund, IA, no longer reported
Mar 30, 2012 to Apr 18, 2012factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Reinhart Partners, Llc reported RAUM $2.5B, up 29% from $1.9B (2026-02-04 to 2026-03-31)
Form ADVobserved 5 days ago
$558M
Occurred
Aug 21, 2024
Advisor changed firm
Michael Zachariah Grimes left Reinhart Partners, Llc for Madison Investment Advisors, Llc (registered 2025-03-25)
Form ADVobserved 5 days ago
Occurred
Jan 23, 2023
Succession filed (Item 4)
Reinhart Partners, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Jul 21, 2022
Advisor changed firm
Keith C Pinsoneault left Reinhart Partners, Llc for Edward Jones (registered 2026-08-19)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2022
Regulatory AUM changed
Reinhart Partners, Llc reported RAUM $1.8B, down 70% from $6.2B (2021-03-16 to 2022-03-23)
Form ADVobserved 5 days ago
$-4.3B
Occurred
Jan 3, 2022
Advisor changed firm
Christopher Neel Rhyne left Reinhart Partners, Llc for Sargent Investment Group (registered 2022-01-10)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:664236fb-52d4-d889-7012-0bdcacf81f80
First observed: Mar 30, 2012
Last observed: May 18, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

REINHART PARTNERS, LLC

CRD 106432

MEQUON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:664236fb-52d4-d889-7012-0bdcacf81f80

Data as of May 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:30 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES EVERETT REINHART

n/a

MEQUON, WI

MATTHEW TYLER MARTINEK

Chartered Financial Analyst

MEQUON, WI

n/a

JOSHUA WHEELER

Chartered Financial Analyst

MEQUON, WI

n/a

GORDAN LASIC

n/a

MEQUON, WI

n/a

WILLIAM SCOTT COLLINS

n/a

MEQUON, WI

TREVOR VAUGHN SAVAGE

n/a

MEQUON, WI

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

LPI INVESTMENT FUND, LLC

Other Private Fund

$36.9M

Apr 18, 2012

Mar 30, 2012

dropped

021-124303

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

REINHART, JAMES, EVERETT

PRESIDENT/CEO/PRINCIPAL

yes

10/1991

Mar 30, 2012

Mar 20, 2024

JESKO, BRENT, CHRISTOPHER

SENIOR PORTFOLIO MANAGER - PRINCIPAL

01/2003

Mar 30, 2012

Mar 20, 2024

KING, SANDRA, ANN

CHIEF COMPLIANCE OFFICER

03/2012

Mar 30, 2012

Mar 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$2.5B

n/a

2024

Feb 5, 2025

$1.9B

n/a

2023

Mar 20, 2024

$1.8B

n/a

2022

Mar 20, 2023

$1.6B

n/a

2021

Mar 23, 2022

$1.8B

n/a

2020

Mar 16, 2021

$6.2B

n/a

2019

Mar 20, 2020

$5.7B

n/a

2018

Mar 25, 2019

$5.0B

n/a

2017

Mar 26, 2018

$5.5B

n/a

2016

Mar 22, 2017

$5.7B

n/a

2015

Mar 15, 2016

$5.3B

n/a

2014

Mar 26, 2015

$5.4B

n/a

2013

Mar 31, 2014

$5.1B

$4.8B

n/a

2012

Mar 27, 2013

$4.5B

$4.4B

n/a

2011

Mar 30, 2012

$3.8B

n/a

$36.9M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.5B

$1.9B

29.2%

$1.6B

15.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WINDWARD WEALTH STRATEGIES, INC.

Apr 1, 2015

Mar 16, 2015

MEQUON, WI

Team lift out

Other

15.4%