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.

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.

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.