SourcingSourcing

REINHART PARTNERS, LLC

B57
CRD 106432·SEC 801-40278·MEQUON, WI
AUM
$2.47B
$1B+
Est. Revenue
$24.7M
@ 1% on AUM
Est. EBITDA
$7.4M
@ 30% margin
Est. Deal Value
$59.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REINHART PARTNERS, LLC
CRD
106432
SEC file #
801-40278
EIN
391711628
DBA names
—

Economics

AUM
$2.47B
AUM band
$1B+
AUM trajectory
'20'26
$5.04B → $2.47B▼ -51%
Client mix
Individuals High Net Worth148
State Or Municipal Govt39
Corporations12
Charitable Organizations7
Pension Profit Sharing Plans6

Operations

Employees (total)
16
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
12 advisors → 6 advisors▼ -50%
Primary office
MEQUON WI
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
reinhartpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
REINHART PARTNERS HOLDINGS, INC.
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
REINHART PARTNERS HOLDINGS, INC.
BAIRD FINANCIAL CORPORATION
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
REINHARTPARTNERS.COM
Rdap Domain Creation Date
2015-04-06T15:29:42Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
21
Form 5500 Total Participants
22
Form 5500 Total Compensation
1,554,699
Form 5500 Compensation Trajectory 3y
20251,034,487
2026520,212
20240
Form 5500 Plan Count Trajectory 3y
202513
20267
20241
Schedule C Total Compensation
1,554,699
Schedule C Service Provider Rows
21

SEC EDGAR

Edgar Cik
0001080298
Edgar Registered
Yes
Edgar Filing Count
123
Edgar First Filing Date
1999-07-28
Edgar Last Filing Date
2026-04-13
Edgar 13f Count
111
Edgar 13f Latest AUM Estimate
Filing Date2026-04-13
Accession0001080298-26-000007
Edgar Former Names
REINHART PARTNERS, INC.
REINHART MAHONEY CAPITAL MANAGEMENT INC

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
State Street4
E*trade4
Northern Trust2
Bny Mellon2
Jpmorgan2
Edgar Addresses
Mailing
11090 N. WESTON DRIVEMEQUON, WI 53092
Business
11090 N. WESTON DRIVEMEQUON, WI 53092
Edgar EIN
391711628
Edgar Recent Filings
13F-HR2026-04-13 · 0001080298-26-000007
SCHEDULE 13G2026-02-12 · 0001080298-26-000006
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2035-04-06T15:29:42Z
Rdap Domain Last Changed
2025-04-07T11:57:54Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (9)

9
REINHART, JAMES, EVERETT
IAR · Direct Owner · 17.5%
704963
MARTINEK, MATTHEW, TYLER
IAR · Executive Officer · 2.5%
4816915
KING, SANDRA, ANN
Executive Officer · 2.5%
2140791
REIK WATSON READ
Executive Officer · 2.5%
4167586
SCHROEDER, MICHAEL, JOHN
Executive Officer · 2.5%
1483012
GORDAN LASIC
IAR
5074233
TREVOR VAUGHN SAVAGE
IAR
6289521
JOSHUA WHEELER
IAR
4500620
WILLIAM SCOTT COLLINS
IAR
6388634