ISTHMUS PARTNERS, LLC
CRD #171279 SEC #801-79683 MADISON, WI 608-729-0949
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
16
Clients
251
Accounts
1,732
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.3B | $1.2B | $59.5M | 16 | 0 |
| Sep 2025 | $1.3B | $1.2B | $59.5M | 16 | 0 |
| Jul 2025 | $1.3B | $1.2B | $59.5M | 16 | 0 |
| Mar 2025 | $1.3B | $1.2B | $59.5M | 16 | 0 |
| Nov 2024 | $1.1B | $1.1B | $51.2M | 16 | 0 |
| Apr 2024 | $1.1B | $1.1B | $51.2M | 16 | 0 |
| Feb 2024 | $1.1B | $1.1B | $51.2M | 16 | 0 |
| Jan 2024 | $977.3M | $977.3M | $0 | 15 | 0 |
| Nov 2023 | $977.3M | $977.3M | $0 | 15 | 0 |
| Sep 2023 | $977.3M | $977.3M | $0 | 15 | 0 |
| Mar 2023 | $977.3M | $977.3M | $0 | 15 | 0 |
| Mar 2023 | $977.3M | $977.3M | $0 | 15 | 0 |
| Jan 2023 | $952.5M | $952.5M | $0 | 15 | 0 |
| Jan 2023 | $952.5M | $952.5M | $0 | 15 | 0 |
| Dec 2022 | $952.5M | $952.5M | $0 | 15 | 0 |
| Feb 2022 | $952.5M | $952.5M | $0 | 15 | 0 |
| Mar 2021 | $779.6M | $779.6M | $0 | 14 | 0 |
| Mar 2021 | $779.6M | $779.6M | $0 | 14 | 0 |
| Sep 2020 | $696.2M | $696.2M | $0 | 13 | 0 |
| Jun 2020 | $696.2M | $696.2M | $0 | 13 | 0 |
| Mar 2020 | $696.2M | $696.2M | $0 | 13 | 0 |
| Dec 2019 | $588.8M | $588.8M | $0 | 13 | 35 |
| Mar 2019 | $588.8M | $588.8M | $0 | 13 | 35 |
| Nov 2018 | $574.7M | $574.7M | $0 | 13 | 0 |
| Oct 2018 | $574.7M | $574.7M | $0 | 13 | 0 |
| Oct 2018 | $574.7M | $574.7M | $0 | 13 | 0 |
| Oct 2018 | $574.7M | $574.7M | $0 | 13 | 0 |
| Oct 2018 | $574.7M | $574.7M | $0 | 13 | 0 |
| Apr 2018 | $574.7M | $574.7M | $0 | 13 | 0 |
| Mar 2018 | $574.7M | $574.7M | $0 | 13 | 0 |
| Jun 2017 | $532M | $511.4M | $20.6M | 7 | 300 |
| May 2017 | $532M | $511.4M | $20.6M | 7 | 300 |
| Mar 2017 | $532M | $511.4M | $20.6M | 7 | 300 |
| Jun 2016 | $474.7M | $455.5M | $19.3M | 5 | 200 |
| Mar 2016 | $474.7M | $455.5M | $19.3M | 5 | 200 |
| Mar 2016 | $486.3M | $469.1M | $17.2M | 5 | 0 |
| Jun 2015 | $486.3M | $469.1M | $17.2M | 5 | 0 |
| Mar 2015 | $486.3M | $469.1M | $17.2M | 5 | 0 |
| Sep 2014 | $447.4M | $435.6M | $11.8M | 2 | 0 |
| Sep 2014 | $0 | $0 | $0 | 2 | 0 |
| Jul 2014 | $0 | $0 | $0 | 2 | 0 |
| Jun 2014 | $0 | $0 | $0 | 2 | 0 |
| Jun 2014 | $0 | $0 | $0 | 2 | 0 |
| May 2014 | $0 | $0 | $0 | 2 | 0 |
| May 2014 | $0 | $0 | $0 | 0 | 0 |
| Apr 2014 | $0 | $0 | $0 | 0 | 0 |
DateOct 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$59.5M
Employees16
Clients0
DateSep 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$59.5M
Employees16
Clients0
DateJul 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$59.5M
Employees16
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$59.5M
Employees16
Clients0
DateNov 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$51.2M
Employees16
Clients0
DateApr 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$51.2M
Employees16
Clients0
DateFeb 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$51.2M
Employees16
Clients0
DateJan 2024
Total AUM$977.3M
Discretionary$977.3M
Non-Disc.$0
Employees15
Clients0
DateNov 2023
Total AUM$977.3M
Discretionary$977.3M
Non-Disc.$0
Employees15
Clients0
DateSep 2023
Total AUM$977.3M
Discretionary$977.3M
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$977.3M
Discretionary$977.3M
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$977.3M
Discretionary$977.3M
Non-Disc.$0
Employees15
Clients0
DateJan 2023
Total AUM$952.5M
Discretionary$952.5M
Non-Disc.$0
Employees15
Clients0
DateJan 2023
Total AUM$952.5M
Discretionary$952.5M
Non-Disc.$0
Employees15
Clients0
DateDec 2022
Total AUM$952.5M
Discretionary$952.5M
Non-Disc.$0
Employees15
Clients0
DateFeb 2022
Total AUM$952.5M
Discretionary$952.5M
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$779.6M
Discretionary$779.6M
Non-Disc.$0
Employees14
Clients0
DateMar 2021
Total AUM$779.6M
Discretionary$779.6M
Non-Disc.$0
Employees14
Clients0
DateSep 2020
Total AUM$696.2M
Discretionary$696.2M
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$696.2M
Discretionary$696.2M
Non-Disc.$0
Employees13
Clients0
DateMar 2020
Total AUM$696.2M
Discretionary$696.2M
Non-Disc.$0
Employees13
Clients0
DateDec 2019
Total AUM$588.8M
Discretionary$588.8M
Non-Disc.$0
Employees13
Clients35
DateMar 2019
Total AUM$588.8M
Discretionary$588.8M
Non-Disc.$0
Employees13
Clients35
DateNov 2018
Total AUM$574.7M
Discretionary$574.7M
Non-Disc.$0
Employees13
Clients0
DateOct 2018
Total AUM$574.7M
Discretionary$574.7M
Non-Disc.$0
Employees13
Clients0
DateOct 2018
Total AUM$574.7M
Discretionary$574.7M
Non-Disc.$0
Employees13
Clients0
DateOct 2018
Total AUM$574.7M
Discretionary$574.7M
Non-Disc.$0
Employees13
Clients0
DateOct 2018
Total AUM$574.7M
Discretionary$574.7M
Non-Disc.$0
Employees13
Clients0
DateApr 2018
Total AUM$574.7M
Discretionary$574.7M
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$574.7M
Discretionary$574.7M
Non-Disc.$0
Employees13
Clients0
DateJun 2017
Total AUM$532M
Discretionary$511.4M
Non-Disc.$20.6M
Employees7
Clients300
DateMay 2017
Total AUM$532M
Discretionary$511.4M
Non-Disc.$20.6M
Employees7
Clients300
DateMar 2017
Total AUM$532M
Discretionary$511.4M
Non-Disc.$20.6M
Employees7
Clients300
DateJun 2016
Total AUM$474.7M
Discretionary$455.5M
Non-Disc.$19.3M
Employees5
Clients200
DateMar 2016
Total AUM$474.7M
Discretionary$455.5M
Non-Disc.$19.3M
Employees5
Clients200
DateMar 2016
Total AUM$486.3M
Discretionary$469.1M
Non-Disc.$17.2M
Employees5
Clients0
DateJun 2015
Total AUM$486.3M
Discretionary$469.1M
Non-Disc.$17.2M
Employees5
Clients0
DateMar 2015
Total AUM$486.3M
Discretionary$469.1M
Non-Disc.$17.2M
Employees5
Clients0
DateSep 2014
Total AUM$447.4M
Discretionary$435.6M
Non-Disc.$11.8M
Employees2
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0