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Isthmus Partners, LLC

Isthmus Partners, LLC. CRD 171279

Isthmus Partners, LLC logo

CRD: 171279

Isthmus Partners, LLC

Madison, WI, 53703
6087290949
www.isthmuspartnersllc.com
$1.4B Total AUM
$1.4B Disc. AUM
14.3% 3Y CAGR
17 Employees
381 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
BMO Harris · Charles Schwab & Company · Equity Trust · State Street
Clients
Retail and Institutional
Platforms
CapitalBridge
Established Date
04-01-2014
Office Locations
1

Office Locations

1 South Pinckney Street Suite 800 Madison WI

About Isthmus Partners, LLC

Isthmus Partners is an independent Madison, WI investment adviser providing investment management and financial planning for individuals, multigenerational families, and institutions. For institutional investors, it offers Large Cap Core, Small/Mid Cap Core, and Small Cap Core equity strategies focused on competitive long-term performance. The firm operates as a fiduciary and uses a disciplined, repeatable, transparent process with autonomy to move quickly on opportunities.

Team overview

47 AVG AGE
$179.8M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
6.8 yrs AVG TENURE
17 Employees
8 Advisory Reps
7 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Fusion North Vector

Custodian

Delta Ridge Capital crest Ember frontier Element catalyst Pathway Glacier Value focus

Investment Themes

Frontier vital Insight Eagle

Investment Vehicles

Glacier Prime

Services

Harbor focus Value Oak Oak Vector Insight optima Element focus

Technology

Foundation legacy Oak

Owner & Executives

FRANK JOSEPH GAMBINO

FRANK JOSEPH GAMBINO

Partner

CRD
#2463345
Ownership
25% but less than 50%
(640) 220-1900
timber.glacier@atlascapital.com
in linkedin.com/in/meridian-ember
DAVID A HACKWORTHY

DAVID A HACKWORTHY

Chief Investment Officer, Partner

CRD
#2109487
Ownership
25% but less than 50%
(675) 672-1819
focus.insight@wavecapital.com
in linkedin.com/in/ember-optima
P

Pioneer north

Radial crest crest

CRD
#95114
Ownership
42.5%
(605) 912-5609
crest.pathway@beaconcapital.com
in linkedin.com/in/vector-wave

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Contacts

Brandon A Cloete

Brandon A Cloete

Financial Advisor, General Partner

CRD
#7233786
(226) 542-4231
summit.focus@momentumcapital.com
in linkedin.com/in/vital-catalyst
E

ERIC ALVIN KNUDSON

--

CRD
#8157499
(730) 894-7240
value.radial@legacycapital.com
in linkedin.com/in/signal-harbor
V

Vertex quantum

Vital pioneer pioneer

CRD
#93384
(228) 222-4395
peak.crest@elementcapital.com
in linkedin.com/in/vector-bridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-21-2022
11-03-2023
11-15-2024
10-23-2025
01-23-2026
Category Assets AVG. Account size
Discretionary $1,361,282,671 $905,108
Non-Discretionary $77,254,845 $198,089
Total $1,438,537,516 $759,524

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Separately Managed Accounts

Total SMA Asset: $1,438,537,516

$1.4B Total SMA
Equity - Exchange:
23.0%
Other:
12.4%
Cash:
15.0%
Municipal Bonds:
15.6%
Public Funds:
19.1%
U.S. Government/Agency:
14.9%
Asset class Assets Assets %
Equity - Exchange $2,057,461,661 23.0%
Other $1,109,240,200 12.4%
Cash $1,341,822,822 15.0%
Municipal Bonds $1,395,495,735 15.6%
Public Funds $1,708,587,727 19.1%
U.S. Government/Agency $1,332,877,338 14.9%
Total $8,945,485,483 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
OAK UNISON EMBER BEACON BEACON DE4NGST00 OOL 10.82% $65,762,768
FRONTIER HORIZON DELTA OPTIMA PAOKX4N2N AIMI 2.88% $42,560,294
RADIAL INSIGHT MATRIX FOCUS UJEJ5OTDZ ZYLF 4.18% $92,126,000
EMBER PIONEER HORIZON SUMMIT EMBER 1YYA88FK2 XMF 3.16% $47,078,034
NORTH FUSION WAVE SIGNAL MNZPQSL3L DQU 1.63% $101,354,879
PRIME EMBER PEAK EMBER 9URA0JA6Z FFT 9.28% $69,614,326
PEAK VECTOR TIMBER EMBER CAPITAL 23TX571WT TKCSS 9.05% $30,288,236
QUANTUM VITAL PRIME NORTH 4PUHDU4KA SOT 5.77% $78,203,412

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