Insights

High Net Worth Focus Isthmus Partners specializes in serving high net worth individuals and families, indicating potential for tailored investment management solutions, wealth planning services, and premium financial products.

Long-Term Investment Strategies With a core focus on long-term growth, capital preservation, and undervalued opportunities, the company presents opportunities to offer innovative value investing tools and customized asset management platforms aligned with their disciplined methodologies.

Institutional Engagement Serving institutional clients alongside individuals suggests demand for enterprise-level financial technology solutions, portfolio analytics, and institutional reporting services to support their diverse client base.

Growth and Expansion Recent asset investments and new hires like portfolio managers point to active growth, providing opportunities to introduce scalable investment software, performance tracking tools, and human capital management solutions.

Technology Integration Utilizing a broad tech stack including MySQL, Google Fonts API, and reCAPTCHA, the firm values digital infrastructure, creating openings for advanced data management, cybersecurity, and platform optimization services to enhance their client experience.

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Isthmus Partners, LLC Tech Stack

Isthmus Partners, LLC uses 8 technology products and services including RSS, MySQL, oEmbed, and more. Explore Isthmus Partners, LLC's tech stack below.

  • RSS
    Content Management System
  • MySQL
    Database
  • oEmbed
    Dev Tools
  • Google Fonts API
    Font Scripts
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management
  • Gravity Forms
    Web Platform Extensions
  • Astra
    Web Platform Extensions

Isthmus Partners, LLC's Email Address Formats

Isthmus Partners, LLC uses at least 1 format(s):
Isthmus Partners, LLC Email FormatsExamplePercentage
FLast@isthmuspartnersllc.comJDoe@isthmuspartnersllc.com
69%
Last@isthmuspartnersllc.comDoe@isthmuspartnersllc.com
16%
First.Last@isthmuspartnersllc.comJohn.Doe@isthmuspartnersllc.com
11%
First@isthmuspartnersllc.comJohn@isthmuspartnersllc.com
4%

Frequently Asked Questions

What is Isthmus Partners, LLC's phone number?

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You can contact Isthmus Partners, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Isthmus Partners, LLC's official website and social media links?

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Isthmus Partners, LLC's official website is isthmuspartnersllc.com and has social profiles on LinkedIn.

What is Isthmus Partners, LLC's NAICS code?

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Isthmus Partners, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Isthmus Partners, LLC have currently?

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As of December 2025, Isthmus Partners, LLC has approximately 16 employees across 1 continents, including North America. Key team members include Chief Operating Officer: R. C.Founding Partner, Director Of Advisory Services: J. C. J. M.Partner: J. E.. Explore Isthmus Partners, LLC's employee directory with LeadIQ.

What industry does Isthmus Partners, LLC belong to?

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Isthmus Partners, LLC operates in the Financial Services industry.

What technology does Isthmus Partners, LLC use?

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Isthmus Partners, LLC's tech stack includes RSSMySQLoEmbedGoogle Fonts APIreCAPTCHAGoogle Tag ManagerGravity FormsAstra.

What is Isthmus Partners, LLC's email format?

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Isthmus Partners, LLC's email format typically follows the pattern of FLast@isthmuspartnersllc.com. Find more Isthmus Partners, LLC email formats with LeadIQ.

When was Isthmus Partners, LLC founded?

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Isthmus Partners, LLC was founded in 2014.

Isthmus Partners, LLC

Financial ServicesWisconsin, United States11-50 Employees

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.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Isthmus Partners, LLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Isthmus Partners, LLC's revenue is estimated to be in the range of $25M$50M

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