Isthmus Partners, LLC

RIASEC RegisteredEst. 2014
Total AUM
$1.4B
Discretionary
$1.4B
95% of AUM
Avg account
$760K
Accounts
1,894
Employees
17
Advisory reps
13

Firm details

Headquarters
MADISON, Wisconsin
CRD number
171279
Registered since
May 19, 2014
Website
isthmuspartnersllc.com
Custodians
CHARLES SCHWAB & CO., INC., STATE STREET BANK AND TRUST COMPANY, BMO HARRIS FINANCIAL ADVISORS, INC., GODFREY & KAHN
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI79.41%
  • Individuals9.59%
  • Charitable Organizations6.7%
  • Pension & Profit Sharing Plans2.48%
  • Corporations / Businesses1.82%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Isthmus Partners, LLC is an independent, privately owned registered investment adviser that began SEC registration in 2014. The firm serves both individuals/families and institutional clients and operates as a limited liability company under individual ownership. Its advisory offerings emphasize financial planning, discretionary portfolio management for individuals, small businesses and institutions, and client education through seminars and workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser. Isthmus Partners received recognition from Citywire in 2020 as part of the "50 Growers Across America" list.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, State & Local Bonds 8%, Cash & Cash Equivalents 7%, US Government Bonds 6%, Other 6%, Public Funds/Mutual Funds 5%68%
  • Exchange Traded Equities68%
  • State & Local Bonds8%
  • Cash & Cash Equivalents7%
  • US Government Bonds6%
  • Other6%

Owners & executives

3 of 4

  • Ryan Cobb

    Chief Operating OfficerCRD 7859071

  • VICTOR RODRIGUEZ

    Partner, Chief Operating OfficerCRD 1314441

  • FRANK GAMBINO

    Chief Equity Strategist & Portfolio ManagerCRD 2463345

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Contacts

3 of 9

  • JOSEPH EDELSTEIN

    PartnerCRD 4984860

  • MARGARET MCNEIL

    Wealth AdvisoryCRD 7289773

  • JEREMY BAIER

    Senior Equity Analyst & Portfolio ManagerCRD 4977490

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 22

Active vs passive

$114M in ETFs

Passive

100%

$114M

Active

0%

$228K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE MSCI EAFE ETF (IEFA)BlackRockPassiveForeign Large Blend$46.2M510,82840.52%
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Location

Primary office

MADISON, WI

DANE

Location

MADISON, WI

Headquartered in MADISON, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.

Metro area
Madison-Janesville-Beloit, WI
Region
Midwest
County
DANE
Address
1 S Pinckney St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth