Isthmus Partners serves individuals and families; institutions; and financial advisors. We are your trusted partner in planning, executing and managing investments with disciplined methodologies and proprietary processes that focus on high quality equities and independent valuations. Our client relationships are guided by honesty, transparency, and performance, and we value enduring relationships. To align your goals with customized strategies, we focus on long-term growth, capital preservation and identifying undervalued opportunities that will meet all the investment criteria. Our team is highly experienced with both high net worth individuals and institutional clients, and our approach fully utilizes our diverse expertise and insight within a collaborative investment model. As investment managers, we never take for granted the charge of acting as a fiduciary with discretion. We take this assignment seriously and wake up every day aiming to do a little better in helping our clients reach their goals.
View Top Employees from Isthmus Partners, LLCWebsite | http://www.isthmuspartnersllc.com |
Revenue | $4 million |
Employees | 15 (15 on RocketReach) |
Founded | 2014 |
Address | One South Pinckney Street Suite 818, Madison, Wisconsin 53703, US |
Phone | (608) 729-0949 |
Fax | (608) 729-0854 |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Isthmus Partners, LLC employee's phone or email?
The Isthmus Partners, LLC annual revenue was $4 million in 2024.
Victor Rodriguez is the Founding Partner, Chief Operating Officer of Isthmus Partners, LLC.
15 people are employed at Isthmus Partners, LLC.
Isthmus Partners, LLC is based in Madison, Wisconsin.
The NAICS codes for Isthmus Partners, LLC are [52393, 52, 523, 5239].
The SIC codes for Isthmus Partners, LLC are [628, 62].