Wealth Manager
    SEC Registered
    Manages Private Funds

    Isthmus Partners, LLC

    Registered investment advisor · Madison, Wisconsin · CRD #171279

    Assets Under Management
    $1.4B
    Client Accounts
    1,894
    Employees
    17
    CRD Number
    171279
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., State Street, Bmo Harris, Godfrey & Kahn

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Isthmus Partners, LLC

    Isthmus Partners, LLC is a financial advisory firm founded in 2014, specializing in investment management and financial planning for individuals, families, and institutions. It focuses on high-quality equities and maintains a fiduciary approach. The firm is based in Madison, Wisconsin.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Isthmus Partners, LLC

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    Frequently Asked Questions

    What is Isthmus Partners, LLC's AUM?

    Isthmus Partners, LLC reports approximately $1.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Isthmus Partners, LLC headquartered?

    Isthmus Partners, LLC is headquartered in Madison, Wisconsin.

    What is Isthmus Partners, LLC's CRD number?

    Isthmus Partners, LLC's CRD number is 171279. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Isthmus Partners, LLC manage?

    Isthmus Partners, LLC manages approximately 1,894 client accounts according to its latest SEC filing.

    Is Isthmus Partners, LLC SEC registered?

    Yes, Isthmus Partners, LLC is registered with the SEC as an investment adviser with an approved registration status.

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