Isthmus Partners, LLC
● SEC registered since 2014CRD 171279SEC# 801-79683Madison, WI
Reg. AUM
$1.44B
Employees
17
Accounts
1,894
Location
Madison, WI
Isthmus Partners, LLC assets under management
Isthmus Partners, LLC is a registered investment adviser overseen by the SEC based in Madison, WI. The firm has been registered since 2014. It reports $1.4 billion in regulatory assets under management and employs 17 people.
Isthmus Partners, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David A Hackworthy Control | Chief Investment Officer | 25-50% | 2014 |
| Frank Joseph Gambino Control | Chief Equity Strategist | 25-50% | 2014 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2014 |
| Jeremy R Baier | Member | Under 5% | 2014 |
| Joel Carter McNeil | Director Of Advisory Services | 10-25% | 2014 |
| Joseph Scott Edelstein | Member | Under 5% | 2025 |
| Noel David Goeddel | Member | Under 5% | 2025 |
| Ryan Matthew Cobb | Coo | Under 5% | 2024 |
| Thomas Michael Simpson | Member | Under 5% | 2025 |
| Victor Enrique Rodriguez | Member | 5-10% | 2014 |
Frequently asked questions
How much does Isthmus Partners, LLC manage?
Isthmus Partners, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Isthmus Partners, LLC have?
Isthmus Partners, LLC reports 17 employees.
Where is Isthmus Partners, LLC located?
Isthmus Partners, LLC is based in Madison, WI and has been SEC-registered since 2014.
Does Isthmus Partners, LLC disclose fund performance?
Isthmus Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 South Pinckney Street, Suite 800, Madison, WI 53703 |
| Phone | 608-729-0949 |
| Fax | 608-729-0854 |
| Office hours | 8:00 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.44B▲ 11%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,306 advisers
EmployeesTop 28%
More than 72% of 16,824 advisers
Assets under management
$1.44Bregulatory AUM
Discretionary $1.36BNon-discretionary $77.3M