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| Happy Holidays!! thanks for using AUM13F!! |
| Isthmus Partners LLC
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| CRD # | 171279 |
| SEC # | 801-79683 |
| CIK # | 0001639666 |
| AUM | $1.3 B (2025-07-11) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 608-729-0949 |
| Address | 1 South Pinckney Street Madison, WI 53703 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 23.5 | ||
| Ingersoll-Rand PLC | 19.2 | ||
| Amerisourcebergen Corp | 18.8 | ||
| Apple Inc | 18.7 | ||
| Amcor PLC | 18.4 | ||
| Broadcom Inc | 17.5 | ||
| Autozone Inc | 17.2 | ||
| eBay Inc | 16.8 | ||
| Alphabet Inc | 16.2 | ||
| Berkley W R Corp | 15.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 116.0 |
| (b) Individuals (high net worth individuals) | 191 | 1,023.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 52.5 |
| (h) Charitable organizations | 5 | 86.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 17.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,732 | 1,296.2 |
| By Discretionary | ||
| Discretionary | 1,398 | 1,236.8 |
| Non-Discretionary | 334 | 59.5 |
| Total | 1,732 | 1,296.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 1,295.0 | |
| Total | 1,732 | 1,296.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001639666] |
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ME | 1.3 |
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Heartwood Wealth Advisors LLC
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AZ | 1.3 |
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Archford Capital Strategies LLC
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IL | 1.3 |