Isthmus Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Madison, WI. Its latest Form ADV filing, dated January 23, 2026, reports $1.4B in regulatory assets under management, 17 employees, and 1,894 accounts.
Assets Under Management
$1.4B
Employees
17
Offices
--
Total Clients
381
Primary office
MADISON, WI
1 SOUTH PINCKNEY STREET, SUITE 800, MADISON, WI, United States
Top client segmentHNWI represent 54.6% of total clients.
Top client categories% of clientsClients
1
HNWI
54.6%
208
2
Individuals
39.1%
149
3
Pension Plans
3.7%
14
4
Charitable
1.3%
5
5
Corporations
1.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of January 23, 2026
Discretionary94.6%
$1.4B
95% of total RAUM94.6%
Non-discretionary5.4%
$77M
5% of total RAUM5.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts1,894
10Y AUM Change+$907M (+170.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee22:1
10Y Employee Change+10 (+142.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.