Isthmus Partners, LLC

RIASEC Registered
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 registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (initial registration in 2014) and advises both high-net-worth individuals and families as well as institutional clients. Services described on its ADV include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and educational seminars and workshops. Isthmus charges a mix of percentage-of-AUM, hourly, and fixed fees and does not describe itself as a capital allocator or an active ESG investor. The firm was noted by Citywire in 2020 as one of "50 Growers Across America."

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 5
  • David Hackworthy

    David Hackworthy

    Chief Investment OfficerCRD 2109487

  • Frank Gambino

    Frank Gambino

    Chief Equity Strategist & Portfolio ManagerCRD 2463345

  • Gery Sadzewicz

    Gery Sadzewicz

    Team CEOCRD 1090963

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Contacts

3 of 8
  • Jeremy Baier

    Jeremy Baier

    Senior Equity Analyst & Portfolio ManagerCRD 4977490

  • Noel Goeddel

    Noel Goeddel

    Portfolio ManagerCRD 4568594

  • Joel Mcneil

    Joel Mcneil

    Founding PartnerCRD 2185799

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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 25

Active vs passive

$124M in ETFs

Passive

99%

$124M

Active

0%

$871K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE MSCI EAFE ETF (IEFA)BlackRockPassiveForeign Large Blend$49M505,48639.37%
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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