PPrivate Fund Data Log in Join · $37/mo

Isthmus Partners, LLC

● SEC registered since 2014CRD 171279SEC# 801-79683Madison, WI
Export (members)
Reg. AUM
$1.3B
Employees
16
Accounts
1,732
Location
Madison, WI

Isthmus Partners, LLC assets under management

Isthmus Partners, LLC is a registered investment adviser overseen by the SEC based in Madison, WI. The firm has been registered since 2014. It reports $1.3 billion in regulatory assets under management and employs 16 people.

Isthmus Partners, LLC owners & executives

8 reported
NameTitleOwnershipSince
David A Hackworthy ControlChief Investment Officer25-50%2014
Frank Joseph Gambino ControlChief Equity Strategist25-50%2014
Gery Joseph SadzewiczChief Compliance OfficerUnder 5%2014
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Isthmus Partners, LLC manage?

Isthmus Partners, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Isthmus Partners, LLC have?

Isthmus Partners, LLC reports 16 employees.

Where is Isthmus Partners, LLC located?

Isthmus Partners, LLC is based in Madison, WI and has been SEC-registered since 2014.

Does Isthmus Partners, LLC disclose fund performance?

Isthmus Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 South Pinckney Street, Suite 800, Madison, WI 53703
Phone608-729-0949
Fax608-729-0854
Office hours8:00 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.24B
Non-discretionary$59.5M
Total (RAUM)$1.3B