Rhino Investment Partners, Inc.
- Regulatory AUM
- $566M
- Discretionary
- $566M
- Clients
- 2
- Avg AUM / client
- $283M
- Accounts
- 5
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $254M | 44.9% |
| Corporations and other businesses | Fewer than 5 clients | $213M | 37.7% |
| Other | Fewer than 5 clients | $98.5M | 17.4% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $189M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| The Rhino Small Cap Financial Fund, L.P. | Hedge Fund | Delaware | $189M | 29 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Keith Schneider | President And Cio | CFA | Jul 2005 (21y) | 75% or more |
| James Buchanan Bell | Senior Research Analyst | CFA | Mar 2015 (11y) | Less than 5% |
| Esche, Jay, Elwood | Chief Compliance Officer | Dec 2020 (6y) | Less than 5% | |
| Dorfman, Steven, Michael | Chief Operating Officer | Feb 2023 (4y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $189M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| The Rhino Small Cap Financial Fund, L.P. | Hedge Fund | $189M | $1.0M | 29 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Goldman Sachs $213M (38% of AUM) Mar 2026
- BNY Mellon $98.5M (17% of AUM) Mar 2026
- J.P. Morgan $56.9M (9% of AUM) Sep 2025
- Pershing $30.0M (13% of AUM) Sep 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗