Isthmus Partners LLC
Legal Name: ISTHMUS PARTNERS, LLC
Full Contact Details
Isthmus Partners LLC
1 SOUTH PINCKNEY STREET, SUITE 818, MADISON, WI
608-729-0949
608-729-0854
Other Info
Isthmus Partners LLC, operating as ISTHMUS PARTNERS, LLC, is a well-established financial advisory company based in Wisconsin with 13 employees and 35 clients. It has been approved by the U.S. Securities and Exchange Commission since May 2014 and has 7 skilled professionals working in advisory positions.
Isthmus Partners – An Asset Management Firm
Isthmus Partners is an SEC-registered investment advisor that serves as a fiduciary putting clients’ interests first and foremost.
Direct Owners
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DAVID A HACKWORTHY
CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%
-
FRANK JOSEPH GAMBINO
CHIEF EQUITY STRATEGIST owns more than 25% but less than 50%
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GERY JOSEPH SADZEWICZ
CHIEF COMPLIANCE OFFICER owns less than 5%
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JEREMY R BAIER
MEMBER owns less than 5%
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JOEL CARTER MCNEIL
DIRECTOR OF ADVISORY SERVICES owns more than 10% but less than 25%
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VICTOR ENRIQUE RODRIGUEZ
CHIEF OPERATING OFFICER owns more than 5% but less than 10%
Firms Located Nearby
- Hansberger Growth Investors LP
- RMR Wealth Advisors LLC
- Poehling Capital Management Inc
- THUN Financial Advisors LLC
- Wisconsin Capital Management LLC
- Enrich Financial Partners LLC
- Resonant Capital Advisors LLC
- John F SUBY Wealth Management LLC
- Madison Asset Management LLC
- Madison Investment Advisors LLC
Top Holdings
- IQVIA HOLDINGS INC $11,127k
- MICROSOFT CORP $10,946k
- Ball Corp. $10,521k
- QUALCOMM INC $9,889k
- WASTE MGMT INC DEL $9,786k
- PayPal Holdings Inc $9,395k
- JOHNSON & JOHNSON $8,845k
- BECTON DICKINSON $8,719k
- SYSCO CORP $8,673k
- PUBLIC STORAGE $8,431k