Isthmus Partners, LLC
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
FINTRXOverview
Isthmus Partners, LLC is an independent registered investment adviser organized as an LLC and operating since 2014. The firm serves both individual and family clients as well as institutional clients and offers financial planning and portfolio management across individual, small-business, and institutional segments. Fee schedules are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Isthmus Partners does not self-identify as a capital allocator and is not an active ESG investor. The firm also conducts educational seminars and workshops. A Citywire recognition — listed among "50 Growers Across America" in 2020 — appears on its public record.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- State & Local Bonds8%
- Cash & Cash Equivalents7%
- US Government Bonds6%
- Other6%
Owners & executives
3 of 5Ryan Cobb
Chief Operating OfficerCRD 7859071
Victor Rodriguez
Partner, Chief Operating OfficerCRD 1314441
Frank Gambino
Chief Equity Strategist & Portfolio ManagerCRD 2463345
Contacts
3 of 8Joseph Edelstein
PartnerCRD 4984860
Margaret Mcneil
Wealth AdvisoryCRD 7289773
Jeremy Baier
Senior Equity Analyst & Portfolio ManagerCRD 4977490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$123M in ETFs
100%
$122M
0%
$245K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $48.7M | 504,019 | 39.67% |
Location
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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