Isthmus Partners is an investment advisor in Madison with $952.51 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-79683
FINRA CRD number
171279
AUM ?
$1.11 bn
(as of 13 Feb 24)
Accounts
1,352
(as of 13 Feb 24)
Employees
16
(9 investment advisory or research)
Address
Isthmus Partners
ONE SOUTH PINCKNEY STREET, SUITE 818
MADISON
WI 53703
ONE SOUTH PINCKNEY STREET, SUITE 818
MADISON
WI 53703
Phone
608-729-0949
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21