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 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

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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

    Chief Executive OfficerCRD 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 44

Active vs passive

$245M in ETFs

Passive

100%

$244M

Active

0%

$489K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE MSCI EAFE ETF (IEFA)BlackRockPassiveForeign Large Blend$48.7M504,01919.90%
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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