DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Reinhart Partners, LLC
Latest filing May 18, 2026
First filing on the tape Mar 30, 2012 · 35 filings
SEC status approved since Dec 5, 1991
RAUM
$2.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
5.4%
$134M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$412M
derived; firm RAUM over IAPD count
Employees
16
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
35 filings and snapshots on the tape
RAUM$2.5B as of May 18, 2026
Mar 30, 2012$3.8B then
HNW client RAUM$134M as of May 18, 2026
Mar 26, 2018$1.9B then
State-registered IARs (5.B.3)6 as of May 18, 2026
Mar 27, 201320 then
Employees (5.A)16 as of May 18, 2026
Mar 27, 201337 then
Private funds: 1
RAUM +29% over the last fiscal year+15% a year over threeIARs 6 to 6
Practice profile
derived from the filing of May 18, 2026; every figure names its basis
- RAUM per advisor
- $412MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $905,718derivedHNW RAUM over HNW clients
- Average account
- $11.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 52%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.7derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +29%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companiesreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$846M34%
- Investment companies$665M27%
- Corporations and businesses$377M15%
- Insurance companies$376M15%
- High-net-worth individuals$134M5.4%
- Pension and profit-sharing plans$60.1M2.4%
- Charitable organizations$11.9M0.5%
- Individual clients
- n/areported
- HNW clients
- 148reported
- Pension plan clients
- 6reported
- Charitable clients
- 7reported
- Accounts
- 217reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $179M managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.05 fund_share=0.27 institutional_share=0.52 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| James Everett Reinhart | Mequon, Wi | May 1, 1991 | 46 y | 1 |
| Matthew Tyler MartinekChartered Financial Analyst | Mequon, Wi | Dec 13, 2010 | 16 y | 0 |
| Joshua WheelerChartered Financial Analyst | Mequon, Wi | Sep 17, 2015 | 16 y | 0 |
| Gordan Lasic | Mequon, Wi | Jan 3, 2017 | 20 y | 0 |
| William Scott Collins | Mequon, Wi | Jan 3, 2022 | 11 y | 2 |
| Trevor Vaughn Savage | Mequon, Wi | Feb 10, 2022 | 12 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Michael Zachariah Grimes to Madison Investment Advisors, LLCAug 21, 2024 · Other
- Keith C Pinsoneault to Edward JonesJul 21, 2022 · Other
- Christopher Neel Rhyne to Sargent Investment GroupJan 3, 2022 · RIA to RIA
- Katherine Mayhew Doyle to Annex Wealth Management, LLCJun 22, 2021 · RIA to RIA
- Joel Arthur Dykman to Madison Investment Advisors, LLCJun 11, 2021 · RIA to RIA
- Luke Lamanna to Founder360° Family OfficeJun 29, 2018 · RIA to a state-registered adviser
- Henry P. Hessel to Wells Fargo AdvisorsJan 12, 2017 · Other
- Gregory Bryan Pierce to Windward Wealth Strategies, Inc.Apr 1, 2015 · Other
- Todd Matthew Krieg to Pegasus PartnersApr 1, 2015 · Other
- Matthew D'Attilio to Pegasus PartnersApr 1, 2015 · Other
- James Jonathan Hayes to Pegasus PartnersApr 1, 2015 · Other
- Katherine Ann Wohlt to Pegasus PartnersApr 1, 2015 · Other
- Kim M Molitor to Windward Wealth Strategies, Inc.Apr 1, 2015 · Other
- Sarah Elizabeth Damsgaard to Credit Suisse Securities (USA) LLCJul 21, 2014 · Other
- Benjamin Nathan Dickey to Madison Investment Advisors, LLCDec 20, 2012 · Other
Joined, latest
- Trevor Vaughn Savage from Advance Capital Management IncFeb 10, 2022 · Other
- William Scott Collins from Russell InvestmentsJan 3, 2022 · Other
- Michael Zachariah Grimes from Robert W. Baird & Co. IncorporatedOct 16, 2014 · Other
- Joel Arthur Dykman from Optique Capital Management, Inc.Mar 7, 2011 · Other
- Gregory Bryan Pierce from Baker Tilly Investment AdvisorsJul 25, 2007 · Other
- Todd Matthew Krieg from U.S. Bancorp Asset Management, Inc.Jan 31, 2007 · Other
- Matthew D'Attilio from U.S. Bancorp Asset Management, Inc.Jan 31, 2007 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Windward Wealth Strategies, Inc.Apr 1, 2015 · Mequon, Wi
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Lpi Investment Fund, LLCno longer reported | Other Private Fund | $36.9M | 8 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Everett James Reinhart · President/Ceo/Principalcontrolsince 10/1991 · owns 25% to 50%
- Christopher Brent Jesko · Senior Portfolio Manager - Principalsince 01/2003 · owns 5% to 10%
- Ann Sandra King · Chief Compliance Officersince 03/2012 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Mequon, Wi · principal | 6 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 263 to 217Feb 4, 2026 to Mar 31, 2026
- Corporate clients · 16 to 12Feb 4, 2026 to Mar 31, 2026
- HNW clients · 193 to 148Feb 4, 2026 to Mar 31, 2026
- Pension plan clients · 10 to 6Feb 4, 2026 to Mar 31, 2026
- Employees · 14 to 16Feb 4, 2026 to Mar 31, 2026
- Discretionary RAUM · $1.9B to $2.5BFeb 4, 2026 to Mar 31, 2026
- HNW RAUM · $136M to $134MFeb 4, 2026 to Mar 31, 2026
- Pension RAUM · $96.4M to $60.1MFeb 4, 2026 to Mar 31, 2026
- RAUM · $1.9B to $2.5BFeb 4, 2026 to Mar 31, 2026
- Wrap assets (manager) · $219M to $179MFeb 4, 2026 to Mar 31, 2026
- Related adviser · false to trueFeb 5, 2025 to Feb 4, 2026
- Related bank · false to trueFeb 5, 2025 to Feb 4, 2026
- Related broker-dealer · false to trueFeb 5, 2025 to Feb 4, 2026
- Accounts · 277 to 263Jan 10, 2025 to Feb 5, 2025
- Advisory employees · 11 to 6Jan 10, 2025 to Feb 5, 2025
- Charity clients · 11 to 7Jan 10, 2025 to Feb 5, 2025
- Corporate clients · 17 to 16Jan 10, 2025 to Feb 5, 2025
- HNW clients · 203 to 193Jan 10, 2025 to Feb 5, 2025
- Pension plan clients · 16 to 10Jan 10, 2025 to Feb 5, 2025
- Employees · 16 to 14Jan 10, 2025 to Feb 5, 2025
- Financial planning clients · 0 to 0Jan 10, 2025 to Feb 5, 2025
- State-registered IARs · 9 to 6Jan 10, 2025 to Feb 5, 2025
- Discretionary RAUM · $1.8B to $1.9BJan 10, 2025 to Feb 5, 2025
- HNW RAUM · $128M to $136MJan 10, 2025 to Feb 5, 2025
- Pension RAUM · $207M to $96.4MJan 10, 2025 to Feb 5, 2025
- RAUM · $1.8B to $1.9BJan 10, 2025 to Feb 5, 2025
- Wrap assets (manager) · $232M to $219MJan 10, 2025 to Feb 5, 2025
- Accounts · 290 to 277Mar 21, 2023 to Mar 20, 2024
- Advisory employees · 12 to 11Mar 21, 2023 to Mar 20, 2024
- Charity clients · 12 to 11Mar 21, 2023 to Mar 20, 2024
- HNW clients · 217 to 203Mar 21, 2023 to Mar 20, 2024
- Pension plan clients · 15 to 16Mar 21, 2023 to Mar 20, 2024
- Employees · 19 to 16Mar 21, 2023 to Mar 20, 2024
- State-registered IARs · 10 to 9Mar 21, 2023 to Mar 20, 2024
- Discretionary RAUM · $1.6B to $1.8BMar 21, 2023 to Mar 20, 2024
- HNW RAUM · $134M to $128MMar 21, 2023 to Mar 20, 2024
- Pension RAUM · $199M to $207MMar 21, 2023 to Mar 20, 2024
- RAUM · $1.6B to $1.8BMar 21, 2023 to Mar 20, 2024
- Wrap assets (manager) · $226M to $232MMar 21, 2023 to Mar 20, 2024
- Accounts · 282 to 290Jan 23, 2023 to Mar 20, 2023
Signals
6 dated events
- Reinhart Partners, Llc reported RAUM $2.5B, up 29% from $1.9B (2026-02-04 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Michael Zachariah Grimes left Reinhart Partners, Llc for Madison Investment Advisors, Llc (registered 2025-03-25)Aug 21, 2024 · Advisor changed firm · fact
- Reinhart Partners, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 23, 2023 · Succession (Item 4) · fact
- Keith C Pinsoneault left Reinhart Partners, Llc for Edward Jones (registered 2026-08-19)Jul 21, 2022 · Advisor changed firm · fact
- Reinhart Partners, Llc reported RAUM $1.8B, down 70% from $6.2B (2021-03-16 to 2022-03-23)Mar 23, 2022 · RAUM change · derived
- Christopher Neel Rhyne left Reinhart Partners, Llc for Sargent Investment Group (registered 2022-01-10)Jan 3, 2022 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- REINHARTFUNDS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 262-241-2020reportedpublic record, Form ADV, May 18, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $412Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026