Isthmus Partners, Llc

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Description

  • 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.
  • location

    Headquarters:1 South Pinckney Street Suite 818, Madison, Wisconsin, United States

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  • Isthmus Partners, Llc phone

    Phone Number: +1 608-729-0949

  • Isthmus Partners, Llc website

    Website: https://www.isthmuspartnersllc.com

  • Isthmus Partners, Llc employees

    Employees:13

  • Isthmus Partners, Llc revenue

    Revenue:$1 - 10M

  • Isthmus Partners, Llc legal name

    Legal Name:Isthmus Partners, Llc

  • Isthmus Partners, Llc's Social Media

    Isthmus Partners, Llc linkedin
  • done Is this data correct?
  • |  NAICS Code: 523120  |

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Person level website identification

Founding Partner, Chief Operating Officer for Isthmus Partners, Llc

Victor Rodriguez

Founding Partner, Chief Operating Officer

Person level website visitor identification

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Victor Rodriguez

Founding Partner, Chief Operating Officer

David Hackworthy

Founding Partner, And Chief Investment Officer

Sara Trachte

Director Of Operations

Bopharoth Ros

Director Of Portfolio Operations

Noel Goeddel

Portfolio Manager

Frequently Asked Questions regarding Isthmus Partners, Llc

  • Where are Isthmus Partners, Llc's Headquarters?

    Isthmus Partners, Llc's Headquarters are in 1 South Pinckney Street Suite 818,Madison,Wisconsin,United States

  • What is Isthmus Partners, Llc's phone number?

    Isthmus Partners, Llc's phone number is +1 608-729-0949

  • What is Isthmus Partners, Llc's official website?

    Isthmus Partners, Llc's official website is https://www.isthmuspartnersllc.com

  • What is Isthmus Partners, Llc's Revenue?

    Isthmus Partners, Llc's revenue is $1 - 10M

  • What is Isthmus Partners, Llc's NAICS code?

    Isthmus Partners, Llc's NAICS code is 523120

  • How many employees are working in Isthmus Partners, Llc

    Isthmus Partners, Llc has 13 employees

  • What is Isthmus Partners, Llc's Industry?

    Isthmus Partners, Llc is in the industry of Financial Services

  • Who is Isthmus Partners, Llc's Founding Partner, Chief Operating Officer?

    Isthmus Partners, Llc's Founding Partner, Chief Operating Officer is Victor Rodriguez

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