Updated:
REHMANN WEALTH
Rehmann Wealth operates as the private investment vehicle for the Rehmann family, whose wealth originates from the Rehmann accounting and business...
REHMANN WEALTH
Rehmann Wealth operates as the private investment vehicle for the Rehmann family, whose wealth originates from the Rehmann accounting and business consulting firm founded in Saginaw, Michigan, in 1941. The firm has evolved from a regional CPA practice into a diversified holding and investment entity, now led by President David Rehmann. The family's deep roots in Michigan's manufacturing and agricultural economies inform a patient-capital approach distinct from coastal family offices. The firm deploys capital across private credit, value-add real estate, and private equity with a focus on cash-flowing middle-market companies. Investment activity concentrates in the Great Lakes region and the broader US industrial base, avoiding venture-stage technology bets. Rehmann Wealth participates in direct deals and co-investments alongside regional operators, with a credit book that provides senior and subordinated debt to family-held manufacturers. Known holdings include positions in specialized logistics firms and multi-family real estate developments in secondary Michigan markets. Rehmann Wealth's structure reflects the professional-services DNA of its founding enterprise. Operating alongside the Rehmann accounting firm until the latter's 2018 merger with a larger regional platform, the family office maintained its independence and now functions as a pure investment office. The family maintains philanthropic vehicles separate from its investment operations, focused on community development in central Michigan. The team operates leanly from Saginaw, relying on a network of operating partners rather than a large in-house investment staff. What distinguishes the firm structurally is its embeddedness in a regional industrial ecosystem that coastal allocators rarely access. The family's multi-decade relationships with privately held manufacturers, farm operators, and local developers create a sourcing moat in lower-middle-market credit and real estate that does not depend on auction processes or broker intermediated deal flow.
General information
Firm type
Single Family Office
Year founded
1941
AUM
$1.0B - $5.0B (Altss estimate)
Location
Region
North America
Country
United States
City
Saginaw
Corporate office
Saginaw, MI, United States
Principals
David Rehmann
President
Sector focus
Frequently asked questions
Where does the wealth managed by Rehmann Wealth originate?
The underlying capital traces back to the Rehmann accounting and professional services firm founded in Saginaw, Michigan, in 1941. Over eight decades, the firm generated substantial wealth serving midsized businesses and individuals across the Midwest. The investment office separated from the accounting partnership operationally, particularly after the accounting firm's broader regional merger, leaving the family office with an independent capital base.
Who makes investment decisions at Rehmann Wealth?
David Rehmann serves as President and is the primary investment decision-maker, supported by a lean internal team and a network of operating partners. The governance reflects the concentrated authority typical of single-family offices where the lead principal retains direct oversight of capital allocation rather than delegating to a separate CIO or external investment committee.
How does Rehmann Wealth source its investment opportunities?
Deal flow is primarily relationship-based, drawing on multi-decade connections within Michigan's industrial, agricultural, and professional services communities. The family's deep regional presence and the legacy Rehmann accounting firm's client network provide access to off-market or limited-process opportunities in lower-middle-market credit and real estate that rarely reach the broader auction market.
What asset classes does Rehmann Wealth invest in?
The firm allocates across private credit, real estate, and private equity. The credit book includes senior and subordinated lending to family-held manufacturing and logistics businesses. Real estate activity includes multi-family and value-add commercial projects concentrated in secondary Michigan markets. The firm does not pursue venture capital, publicly traded equities as a core strategy, or technology startups.
Does Rehmann Wealth co-invest alongside other family offices or institutions?
Yes, the firm participates in direct co-investments alongside regional operating partners and occasionally other family offices with complementary capital. Co-investment activity is typically project-specific rather than through formal club structures, reflecting the office's preference for direct negotiated terms rather than pooled fund commitments.
Is Rehmann Wealth a single family office or a multi-family office?
Rehmann Wealth is a single family office managing the capital of the Rehmann family. It does not offer investment services to external clients, nor has it pursued a multi-family office model despite the family's origins in a client-serving professional services firm. The office's sole function is managing proprietary family capital.
What is Rehmann Wealth's geographic investment focus?
The primary focus is the Great Lakes region and the broader US industrial base, with particular emphasis on Michigan, Ohio, and surrounding states. The firm's real estate activity concentrates in secondary Michigan markets, while its credit and private equity investments extend to family-held middle-market businesses throughout the Midwest and into select Sun Belt industrial corridors.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: