ISTHMUS PARTNERS, LLC
Adviser information for ISTHMUS PARTNERS, LLC last updated from Form ADV on February 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Wisconsin, United States |
Employees
| Total Number of Employees | 16 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 9 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,140 | $1.1B |
| Non-Discretionary | 212 | $51.2M |
| Total | 1,352 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 143 | $52.8M |
| HNW Individuals | 184 | $937.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 6 | $31.9M |
| Charitable organizations | 11 | $79.8M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $6.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 1.1B |
| Portfolio Manager | 1.1B |
| Both for Same | 1.1B |
| Portfolio Manager to Program | Sponsor |
|---|---|
| ISTHMUS PARTNERS, LLC WRAP FEE PROGRAM | ISTHMUS PARTNERS, LLC |
Principal Office
1 SOUTH PINCKNEY STREETSUITE 818
MADISON
WI
United States
Monday - Friday, 8:00 AM - 5 PM
Tel: 608-729-0949, Fax: 608-729-0854
Websites
www.linkedin.com
www.isthmuspartnersllc.com
www.linkedin.com/in/jeremy-bair-cfs-11a7b613
www.linkedin.com/in/brandoncloetemu
www.linkedin.com/in/ryan-cobb-6b32a032
www.linkedin.com/in/josephedelstein
www.linkedin.com/in/bruce-fox-45976216
www.linkedin.com/in/noel-d-goeddel-cfa-b4a8b7
www.linkedin.com/in/david-hackworthy-9b55844
www.linkedin.com/in/eric-knudson-cfp-b85777147
www.linkedin.com/in/joemcneil
www.linkedin.com/in/victor-rodriguez-88035013
www.linkedin.com/in/sara-trachte-6b0b6621
www.linkedin.com/in/rebecca-wiegand-55a96b93
www.linkedin.com/in/derek-wiitala-cfa-323056a3
Chief Compliance Officer
GERY SADZEWICZ
CCO
5205 BROOKSHIRE ESTATES DRIVE
PLAINFIELD
IL
United States
Tel:
8157821250
Fax:
8157821250
G***@*************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SADZEWICZ, GERY, JOSEPH | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2014 | < 5% |
| GAMBINO, FRANK, JOSEPH | Individual | – | CHIEF EQUITY STRATEGIST | 05/2014 | 25-50% |
| HACKWORTHY, DAVID, A | Individual | – | CHIEF INVESTMENT OFFICER | 05/2014 | 25-50% |
| MCNEIL, JOEL, CARTER | Individual | – | DIRECTOR OF ADVISORY SERVICES | 05/2014 | 10-25% |
| RODRIGUEZ, VICTOR, ENRIQUE | Individual | – | MEMBER | 05/2014 | 5-10% |
| BAIER, JEREMY, R | Individual | – | MEMBER | 05/2014 | < 5% |
| Cobb, Ryan, Matthew | Individual | – | COO | 01/2024 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBVIE INC | COM | 296K | 2K | – |
| ABERDEEN STANDARD PLATINUM ETF IV | SH BEN INT | 325K | 4K | – |
| ACCENTURE PLC | SHS | 10M | 34K | – |
| ACUITY BRANDS INC | COM | 369K | 2K | – |
| ADVANCED DRAINAGE SYSTEMS, INC. | COM | 358K | 2K | – |
| ADVANCED ENERGY INDUSTRIES, INC | COM | 3M | 27K | – |
| AGCO CORP | COM | 230K | 2K | – |
| ALEXANDER & BALDWIN | COM | 3M | 205K | – |
| ALLIENT INC | COM | 2M | 98K | – |
| ALLISON TRANSMISSION HLDGS INC | COM | 17M | 218K | – |
| ALPHABET INC. CLASS A | CL A | 486K | 3K | – |
| AMALGAMATED FINL CORP | COM | 4M | 136K | – |
| AMCOR PLC F | COM | 14M | 1M | – |
| AMDOCS LIMITED | COM | 250K | 3K | – |
| AMERICAN SOFTWARE INC | COM | 3M | 308K | – |
| AMERISAFE INC | COM | 3M | 77K | – |
| AMN HEALTHCARE SERVICES INC | COM | 2M | 44K | – |
| ANTERO MIDSTREAM CORP | COM | 227K | 15K | – |
| APPLE INC | COM | 20M | 93K | – |
| APPLIED INDL TECH | COM | 621K | 3K | – |
| APPLIED MATERIALS | COM | 17M | 71K | – |
| ARCADIUM LITHIUM PLC | COM | 1M | 425K | – |
| ARROW ELECTRONICS | COM | 373K | 3K | – |
| ARTISAN PARTNERS ASSET MANAGEMENT INC | COM | 3M | 85K | – |
| ATKORE INC | COM | 3M | 23K | – |
| AUTO DATA PROCESSING | COM | 453K | 2K | – |
| AUTOZONE INC | COM | 15M | 5K | – |
| AVIENT CORPORATION | COM | 4M | 83K | – |
| AXCELIS TECHNOLOGIES INC | COM | 5M | 33K | – |
| AZZ INC | COM | 5M | 63K | – |
| B J S WHOLESALE CLUB HOL | COM | 592K | 7K | – |
| BANK NEW YORK MELLON CORP | COM | 14M | 242K | – |
| BEL FUSE INC. CLASS B | CL B | 4M | 59K | – |
| BERKLEY W R CORP | COM | 12M | 154K | – |
| BERKSHIRE HATHAWAY CLASS B | CLASS B | 481K | 1K | – |
| BIOLIFE SOLUTIONS INC | COM | 4M | 165K | – |
| BOOZ ALLEN HAMILTON HLDG CORP | COM | 14M | 94K | – |
| BUTTERFLY NETWORK INC CLASS A | CLASS A | 579K | 689K | – |
| CABOT CORPORATION | COM | 317K | 3K | – |
| CAPITAL CITY BANK GP | COM | 3M | 109K | – |
| CARLISLE COMPANIES | COM | 1M | 3K | – |
| CATERPILLAR INC | COM | 419K | 1K | – |
| CBOE GLOBAL MKTS INC | COM | 11M | 64K | – |
| CENCORA INC | COM | 15M | 66K | – |
| CH ROBINSON WORLDWIDE INC | COM | 13M | 146K | – |
| CHEVRON CORP | COM | 362K | 2K | – |
| COLGATE PALMOLIVE CO | COM | 13M | 136K | – |
| COLUMBUS MCKINNON CO | COM | 3M | 85K | – |
| COMMERCE BANCSHARES | COM | 300K | 5K | – |
| COMMERCIAL METALS CO | COM | 321K | 6K | – |
| COMSTOCK RESOURCES INC | COM | 3M | 285K | – |
| CORE & MAIN, INC. | COM | 5M | 97K | – |
| COSTCO WHOLESALE CO | COM | 314K | 370 | – |
| CRA INTERNATIONAL INC | COM | 5M | 27K | – |
| DIODES INCORPORATED | COM | 2M | 25K | – |
| DOCGO INC | COM | 2M | 799K | – |
| DONALDSON CO | COM | 343K | 5K | – |
| DUCKHORN PORTFOLIO INC | COM | 180K | 25K | – |
| EBAY INC | COM | 13M | 243K | – |
| ECOLAB INC | COM | 378K | 2K | – |
| EMBECTA CORP | COM | 2M | 138K | – |
| EMERSON ELEC CO | COM | 13M | 114K | – |
| EMPLOYERS HOLDINGS INC | COM | 3M | 81K | – |
| EVERCORE INC CLASS A | CLASS A | 805K | 4K | – |
| EXACT SCIENCES CORP | COM | 474K | 11K | – |
| EXPONENT INC | COM | 322K | 3K | – |
| EXXON MOBIL CORP COM | COM | 889K | 8K | – |
| FASTENAL CO | COM | 656K | 10K | – |
| FERGUSON PLC NEW F | COM | 242K | 1K | – |
| FIDELITY NATL INFORMATION | COM | 202K | 3K | – |
| FIFTH THIRD BANCORP | COM | 12M | 332K | – |
| FIRST HORIZON CORPORATION COM | COM | 307K | 19K | – |
| FIRST SOURCE CORP | COM | 4M | 67K | – |
| FIRSTCASH HLDGS INC | COM | 531K | 5K | – |
| FISERV INC | COM | 232K | 2K | – |
| FIVE BELOW | COM | 291K | 3K | – |
| FLOWSERVE CORP | COM | 11M | 232K | – |
| FMC CORP | COM | 8M | 136K | – |
| FORWARD AIR CORP | COM | 1M | 62K | – |
| FRONTDOOR INC | COM | 4M | 110K | – |
| GARTNER INC | COM | 14M | 31K | – |
| GENPACT LIMITED | COM | 394K | 12K | – |
| GLOBAL INDUSTRIAL COMPANY | COM | 3M | 96K | – |
| GLOBAL SHIP LEASE | COM | 4M | 141K | – |
| GMS INC | COM | 1M | 18K | – |
| GRAINGER W W INC | COM | 14M | 16K | – |
| HACKETT GROUP | COM | 4M | 164K | – |
| HAEMONETICS CORP | COM | 4M | 48K | – |
| HCA HOLDINGS INC | COM | 12M | 36K | – |
| HEALTHPEAK PPTYS INC REIT | COM | 10M | 501K | – |
| HELIOS TECHNOLOGIES INC | COM | 3M | 64K | – |
| HERSHEY CO | COM | 13M | 69K | – |
| HOULIHAN LOKEY INC CLASS A | CLASS A | 685K | 5K | – |
| HYPERFINE INC | COM | 266K | 313K | – |
| HYSTER-YALE MH CLASS A | CLASS A | 4M | 57K | – |
| INDEPENDENT BANK CO | COM | 2M | 47K | – |
| INGEVITY CORP | COM | 3M | 80K | – |
| INNOVATIVE SOLUTIONS AND SUPPORT, INC. | COM | 1M | 201K | – |
| INSIGHT ENTERPRISES | COM | 750K | 4K | – |
| INSTEEL INDUSTRIES | COM | 3M | 104K | – |
| INTEL CORP | COM | 6M | 204K | – |
| INTERFACE INC | COM | 4M | 273K | – |
| INTERPUBLIC GRP COS | COM | 363K | 12K | – |
| IRADIMED CORP | COM | 3M | 73K | – |
| ISHARES CORE MSCI EAFE ETF | CORE MSCI EAFE | 34M | 473K | – |
| ISHARES CORE MSCI TOTAL INTL STOCK ETF | CORE MSCI TOTAL | 2M | 23K | – |
| ISHARES RUSSELL 1000 ETF IV | RUS 1000 ETF | 237K | 795 | – |
| ISHARES SILVER TRUST ETF IV | ISHARES | 396K | 15K | – |
| J P MORGAN CHASE & CO | COM | 527K | 3K | – |
| JOHNSON & JOHNSON | COM | 14M | 96K | – |
| KENVUE INC COM | COM | 10M | 536K | – |
| KIMBERLY-CLARK CORP | COM | 309K | 2K | – |
| KORN FERRY | COM | 4M | 62K | – |
| LEAR CORP | COM | 7M | 64K | – |
| LIGAND PHARMA | COM | 4M | 48K | – |
| LITHIA MOTORS INC | COM | 235K | 931 | – |
| LKQ CORP | COM | 12M | 288K | – |
| LOCKHEED MARTIN CORP | COM | 12M | 26K | – |
| LOWES COMPANIES INC | COM | 10M | 48K | – |
| MANITOWOC COMPANY | COM | 2M | 215K | – |
| MARKEL CORP | COM | 340K | 216 | – |
| MASTERCRAFT BOAT HOLDINGS INC | COM | 3M | 147K | – |
| MATIV HOLDINGS INC | COM | 696K | 41K | – |
| MCDONALDS CORP | COM | 13M | 51K | – |
| MCKESSON CORP | COM | 596K | 1K | – |
| MERCK & CO. INC. | COM | 250K | 2K | – |
| META PLATFORMS INC | COM | 220K | 436 | – |
| MGP INGREDIENTS INC | COM | 3M | 41K | – |
| MICROSOFT CORP | COM | 19M | 43K | – |
| MIMEDX GROUP INC | COM | 3M | 393K | – |
| MUELLER INDUSTRIES INC | COM | 4M | 71K | – |
| N V E CORPORATION | COM | 4M | 51K | – |
| NAPCO SECURITY TECHNOLOGIES INC | COM | 6M | 112K | – |
| NEXTERA ENERGY INC | COM | 485K | 7K | – |
| NMI HOLDINGS INC CLASS A | CLASS A | 817K | 24K | – |
| NORDSON CORP | COM | 256K | 1K | – |
| NORTHERN OIL AND GAS | COM | 2M | 60K | – |
| NVENT ELECTRIC PLC F | COM | 669K | 9K | – |
| O REILLY AUTOMOTIVE | COM | 232K | 220 | – |
| OCEANEERING INTL INC | COM | 3M | 111K | – |
| OMNIAB, INC. | COM | 2M | 528K | – |
| ORION ENGINEERED CARBONS | COM | 3M | 153K | – |
| OTC MARKETS GROUP INC | COM | 625K | 13K | – |
| PAPA JOHNS INTERNATIONAL INC | COM | 461K | 10K | – |
| PAYPAL HLDGS INC | COM | 13M | 217K | – |
| PLEXUS CORP | COM | 4M | 36K | – |
| PNC FINL SVCS GROUP INC | COM | 12M | 79K | – |
| POLARIS INDUSTRIES | COM | 314K | 4K | – |
| PROCTER & GAMBLE CO | COM | 2M | 10K | – |
| PUBLIC STORAGE | COM | 12M | 41K | – |
| QUALCOMM INC | COM | 225K | 1K | – |
| QUEST DIAGNOSTIC INC | COM | 12M | 91K | – |
| R L I CORP | COM | 4M | 28K | – |
| REXFORD INDUSTRIAL REALTY, INC. | COM | 244K | 5K | – |
| REYNOLDS CONSUMER PRODUCTS INC | COM | 3M | 112K | – |
| ROBERT HALF INTL | COM | 453K | 7K | – |
| ROCKWELL AUTOMATION INC | COM | 11M | 40K | – |
| SCHEIN HENRY INC | COM | 571K | 9K | – |
| SCHLUMBERGER LTD | COM | 12M | 256K | – |
| SEALED AIR CORP | COM | 273K | 8K | – |
| SHELL PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS | ORD SHS | 351K | 5K | – |
| SHYFT GROUP INC | COM | 3M | 249K | – |
| SNAP-ON INCORPORATED | COM | 258K | 986 | – |
| SPDR GOLD SHARES ETF | GOLD SHS | 1M | 6K | – |
| SPDR INDEX SHARES EMERG MARKT ETF | PORTFOLIO EMG MK | 12M | 319K | – |
| SPDR S&P 500 ETF | TR UNIT | 857K | 2K | – |
| SPDR S&P MIDCAP 400 ETF IV | UTSER1 S&PDCRP | 249K | 465 | – |
| SPDR TOTAL STOCK MARKET ETF | PORTFOLI S&P1500 | 5M | 78K | – |
| SPROUTS FARMERS MARKET INC | COM | 6M | 75K | – |
| STRIDE INC | COM | 339K | 5K | – |
| SYSCO CORP | COM | 11M | 148K | – |
| TELEFLEX INC | COM | 260K | 1K | – |
| TENNANT CO | COM | 591K | 6K | – |
| TETRA TECH INC | COM | 5M | 24K | – |
| THERMO FISHER SCNTFC | COM | 315K | 570 | – |
| TMC THE METALS CO INC F | COM | 31K | 23K | – |
| TRANE TECHNOLOGIES PLC | COM | 17M | 53K | – |
| TWIST BIOSCIENCE CORP | COM | 549K | 11K | – |
| U S BANCORP | COM | 518K | 13K | – |
| ULTA BEAUTY INC | COM | 12M | 30K | – |
| UNION PACIFIC CORP | COM | 875K | 4K | – |
| UNITED PARCEL SVC INC | COM | 13M | 98K | – |
| UNITED RENTALS INC | COM | 272K | 420 | – |
| UNITED STATES COPPER INDEX ETF | CM REP COPP FD | 348K | 13K | – |
| UTAH MEDICAL PRODUCT | COM | 3M | 40K | – |
| VALVOLINE, INC. | COM | 321K | 7K | – |
| VANGUARD DIV APPRCIATION | DIV APP ETF | 221K | 1K | – |
| VAREX IMAGING CORP | COM | 3M | 172K | – |
| W E C ENERGY GROUP INC | COM | 230K | 3K | – |
| WESCO INTL INC | COM | 367K | 2K | – |
| WEX INC | COM | 274K | 2K | – |
| WHITE MOUNTAINS INS F | COM | 298K | 164 | – |
| WILLIAMS-SONOMA, INC. | COM | 437K | 2K | – |
| WOODWARD INC | COM | 282K | 2K | – |
| ZEBRA TECHNOLOGIES CORP | COM | 13M | 42K | – |
| ZOETIS INC CLASS A | CLASS A | 12M | 68K | – |