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| Isthmus Partners LLC
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|---|---|
| CRD # | 171279 |
| SEC # | 801-79683 |
| CIK # | 0001639666 |
| AUM | 1,438.5 M (2026-01-23) |
| Employees | 17 (47% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| Apple Inc | 26.7 | ||
| Alphabet Inc | 25.0 | ||
| Applied Materials Inc /DE | 24.6 | ||
| Broadcom Inc | 21.6 | ||
| Visa Inc | 20.9 | ||
| Johnson & Johnson | 20.4 | ||
| Rockwell Automation Inc | 19.1 | ||
| Grainger W W Inc | 18.9 | ||
| Microsoft Corp | 18.8 | ||
| Ingersoll-Rand PLC | 18.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 138.0 |
| (b) Individuals (high net worth individuals) | 208 | 1,142.3 |
| (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 | 35.7 |
| (h) Charitable organizations | 5 | 96.4 |
| (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 | 26.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,894 | 1,438.5 |
| By Discretionary | ||
| Discretionary | 1,504 | 1,361.3 |
| Non-Discretionary | 390 | 77.3 |
| Total | 1,894 | 1,438.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 1,437.3 | |
| Total | 1,894 | 1,438.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001639666] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail, Research |
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