Isthmus Partners LLC
Legal Name: ISTHMUS PARTNERS, LLC
1 SOUTH PINCKNEY STREET, SUITE 818, MADISON, WI
Full Contact Details
Other Info
Isthmus Partners LLC is legally known as ISTHMUS PARTNERS, LLC. It is a WI Limited Liability Company. This firm has 13 employees, of which 7 are employees in advisory roles. It serves 35 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 19, 2014.
Direct Owners
-
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%
-
GERY JOSEPH SADZEWICZ
CHIEF COMPLIANCE OFFICER owns less than 5%
-
JEREMY R BAIER
MEMBER owns less than 5%
-
JOEL CARTER MCNEIL
DIRECTOR OF ADVISORY SERVICES owns more than 10% but less than 25%
-
VICTOR ENRIQUE RODRIGUEZ
CHIEF OPERATING OFFICER owns more than 5% but less than 10%
Firms Located Nearby
- Hansberger Growth Investors LP
- Resonant Capital Advisors LLC
- Coordinated Capital Securities Inc
- Members Capital Advisors Inc
- WALKNER CONDON FINANCIAL ADVISORS LLC
- Poehling Capital Management Inc
- SVA Plumb Wealth Management LLC
- Harbour Investments Inc
- Wisconsin Capital Management LLC
- BAKER TILLY INVESTMENT SERVICES
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 9, 2019
- 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