Reinhart Partners, Inc. (Mequon)

Name: Reinhart Partners, Inc.
Address: 1500 W. Market St, Mequon, WI, 53092
Telephone: 262-241-2020

Reinhart Partners, Inc. is a large advisory firm based in Mequon. It manages $5.04 billion of regulatory assets for 5,082 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Reinhart Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Reinhart Partners: assets under management

The assets under management (AUM) of Reinhart Partners, Inc. is $5.04 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 195% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.04 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $991.13 thousand each.

Investments

The firm invests in investment grade corporate bonds the most. They account for 43% of the total AUM. The second-largest asset type is government bonds, which make up 33% of the firm’s portfolio. Investments in exchange traded securities form 15% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Reinhart Partners, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Todd Matthew Krieg serves?

The firm provides services to insurance companies, investment companies, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Todd Matthew Krieg is high net worth individuals with 4,246 clients and $1.71 billion of assets under management. Among the 10 most similar advisory firms, Reinhart Partners has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $5.04 billion for 5,082 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Reinhart Partners doesn't advise any private funds.

Careers at Reinhart Partners, Inc.

The company employs 24 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 18 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Todd Matthew Krieg has been acting as President since 1 Sep 2003. Sandra Ann King joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Everett Reinhart	Ceo/treas/dir	1 Oct 1991	25% - 50%	704963
Lawrence Patrick Meehan	Senior account manager/principal	1 Jan 1995	Other	864407
Richard Plawecki	Senior account manager, principal	1 Jan 1996	Other	2609216
Richard James Plawecki	Senior account manager, principal	1 Jan 1996	Other	2609216
William Caris Gray	Senior portfolio manager, principal	1 Jan 1997	Other	1418020
Douglas Jay Fry	Senior portfolio manager/principal	1 May 2001	Other	2403992
Brent Christopher Jesko	Senior portfolio manager - principal	1 Jan 2003	Other	2963060
Michael Jospeh Wachter	Senior portfolio manager - principal	1 Jan 2003	Other	2016210
Todd Matthew Krieg	President/secretary/cio, senior portfolio manager, principal	1 Sep 2003	Other	4342164
Matthew Dattilio	Senior portfolio manager, principal	1 Sep 2003	Other	2414950
Daniel Paul Deter	Director of institutional marketing, principal	1 Oct 2006	Other	1055023
Gregory Bryan Pierce	Senior portfolio manager, principal	1 Jul 2007	Other	2322976
Walter Edward Dewey	Senior portfolio manager, principal	1 Feb 2008	Other	2040719
Sandra Ann King	Chief compliance officer	1 Mar 2012	Other	2140791

Based in Mequon

The principal office where Reinhart Partners, Inc. performs its advisory services is located at 1500 W. Market St, Mequon, WI 53092, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 262-241-2020 or by fax 262-241-8834. The normal business hours are 8:00 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at reinhart-partnersinc.com.