Isthmus Partners
Investment Details
Investor Type
Private Investment Firm
Asset Class Focus
Private Equity, Real Estate, Fixed Income, International Equities
Stage Focus
Growth, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Materials
- Telecommunications
- Utilities
- Media
- Retail
- Business Services
- Transportation
- Consumer Services
- Industrial Goods
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2014
An independent, employee-owned investment management firm based in Madison, Wisconsin, Isthmus Partners offers comprehensive financial planning and tailored investment solutions for individuals, families, and institutional clients nationwide. The firm manages assets with a dedicated focus on quality, valuation, and helping clients steward irreplaceable wealth.
Established in 2014, Isthmus Partners provides a range of investment strategies, including Large Cap Core Equity, Small-Mid Cap Core Equity, and Small Cap Core Equity. The firm also manages fixed income and international equity portfolios, utilizing mutual funds and ETFs. Their investment process is disciplined, repeatable, and transparent, emphasizing quality and valuation to generate solid results throughout market cycles.
As of September 30, 2025, Isthmus Partners' Large Cap Core Equity strategy had total product assets of $612 million, with 40-45 securities and an active share of 81.93%. The Small-Mid Cap Core Equity strategy had total product assets of $19 million, with 50-55 securities and an active share of 95.54%. The Small Cap Core Equity strategy had total product assets of $187 million, with 60-65 securities and an active share of 96.33%.
Requirements
- Accredited investors only
- Long-term investment horizon
Contact
[Official Website Hidden]
[LinkedIn Profile Hidden]
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[Email Hidden]
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Portfolio Companies
- Apple Inc.
- Microsoft Corp.
- Alphabet Inc.
- Broadcom Inc.
- Johnson & Johnson
Mentioned In
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$24.95
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$19.95
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$14.95
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