SourcingSourcing

ISTHMUS PARTNERS, LLC

C27
CRD 171279·SEC 801-79683·MADISON, WI
AUM
$1.44B
$1B+
Est. Revenue
$14.4M
@ 1% on AUM
Est. EBITDA
$4.3M
@ 30% margin
Est. Deal Value
$34.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ISTHMUS PARTNERS, LLC
CRD
171279
SEC file #
801-79683
EIN
000000000
DBA names
—

Economics

AUM
$1.44B
AUM band
$1B+
AUM trajectory
'20'26
$588.8M → $1.44B▲ +144%
Client mix
Individuals High Net Worth208
Individuals Other149
Pension Profit Sharing Plans14
Charitable Organizations5
Corporations5

Operations

Employees (total)
17
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
7 advisors → 8 advisors▲ +14%
Primary office
MADISON WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/23/2026
ADV-W filed at
—
Website
linkedin.com/in/ryan-cobb-6b32a032(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GAMBINO, FRANK, JOSEPH
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
10
Control Persons
GAMBINO, FRANK, JOSEPH
HACKWORTHY, DAVID, A
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:isthmus.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
88,537
Form 5500 Compensation Trajectory 3y
202588,537
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
88,537
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001639666
Edgar Registered
Yes
Edgar Filing Count
50
Edgar First Filing Date
2015-04-20
Edgar Last Filing Date
2026-04-30
Edgar 13f Count
48
Edgar 13f Latest AUM Estimate
Filing Date2026-04-30
Accession0001104659-26-051814

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Charles Schwab6
E*trade4
State Street2
Edgar Addresses
Mailing
ONE SOUTH PINCKNEY STREET, SUITE 818MADISON, WI 53703
Business
ONE SOUTH PINCKNEY STREET, SUITE 818MADISON, WI 53703
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-04-30 · 0001104659-26-051814
13F-HR2026-02-05 · 0001104659-26-010761
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2463345
Trust Company Affiliate
No

People (14)

14
GAMBINO, FRANK, JOSEPH
IAR · Direct Owner · 37.5%
2463345
HACKWORTHY, DAVID, A
IAR · Direct Owner · 37.5%
2109487
MCNEIL, JOEL, CARTER
IAR · Direct Owner · 17.5%
2185799
RODRIGUEZ, VICTOR, ENRIQUE
IAR · Direct Owner · 7.5%
1314441
GOEDDEL, NOEL, DAVID
IAR · Executive Officer · 2.5%
4568594
JEREMY Ryan BAIER
Executive Officer · 2.5%
4977490
Cobb, Ryan, Matthew
Executive Officer · 2.5%
7859071
JOSEPH SCOTT EDELSTEIN
Executive Officer · 2.5%
4984860
SADZEWICZ, GERY, JOSEPH
Executive Officer · 2.5%
1090963
SIMPSON, THOMAS, MICHAEL
Executive Officer · 2.5%
4331371
Rebecca A Wiegand
IAR
4977515
ERIC ALVIN KNUDSON
IAR
8157499
Brandon A Cloete
IAR
7233786
MARGARET ELIZABETH MCNEIL
IAR
7289773