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ISTHMUS PARTNERS, LLC
CRD 171279 · SEC 801-79683
1 SOUTH PINCKNEY STREET, SUITE 800, MADISON, WI, 53703, United States
Phone
608-729-0949
Fax
608-729-0854
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.44B
Discretionary AUM
$1.36B
Team
17 total employees; 8 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 149 | $138.0M |
| High net worth individuals | 208 | $1.14B |
| Pension/profit sharing plans | 14 | $35.7M |
| Charitable organizations | 5 | $96.4M |
| Corporations/business entities | 5 | $26.1M |
States served
AZ, CA, CO, IL, MN, NC, WI, TX, FL
All web addresses on file
- http://www.linkedin.com/in/jeremy-bair-cfs-11a7b613
- http://www.linkedin.com/in/noel-d-goeddel-cfa-b4a8b7
- HTTP://WWW.LINKEDIN.COM
- http://www.linkedin.com/in/david-hackworthy-9b55844
- http://www.linkedin.com/in/eric-knudson-cfp-b85777147
- http://www.linkedin.com/in/joemcneil
- http://www.linkedin.com/in/victor-rodriguez-88035013
- http://www.linkedin.com/in/sara-trachte-6b0b6621
- http://www.linkedin.com/in/rebecca-wiegand-55a96b93
- http://www.linkedin.com/in/Laura-Tzakis
- http://www.linkedin.com/in/Laura-Richardson
- http://www.linkedin.com/in/Alex-Barenklau
- HTTP://WWW.ISTHMUSPARTNERSLLC.COM
- http://www.linkedin.com/in/ryan-cobb-6b32a032
- http://www.linkedin.com/in/brandoncloetemu
- http://www.linkedin.com/in/josephedelstein
Official SEC filing: View on IAPD