# ISTHMUS PARTNERS, LLC

ISTHMUS PARTNERS, LLC of MADISON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 171279
- Type: SEC-registered investment adviser
- SEC file number: 801-79683
- Location: 1 SOUTH PINCKNEY STREET, SUITE 800, MADISON, WI, 53703
- Phone: 608-729-0949
- Latest filing: 2026-01-23
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $77.3M
- Clients: 17
- Accounts: 1,894

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Gery Joseph Sadzewicz | CHIEF COMPLIANCE OFFICER | — |
| Jeremy R Baier | MEMBER | — |
| Frank Joseph Gambino | CHIEF EQUITY STRATEGIST | — |
| David A Hackworthy | CHIEF INVESTMENT OFFICER | — |
| Joel Carter Mcneil | DIRECTOR OF ADVISORY SERVICES | — |
| Victor Enrique Rodriguez | MEMBER | — |
| Ryan Matthew Cobb | COO | — |
| Joseph Scott Edelstein | MEMBER | — |
| Noel David Goeddel | MEMBER | — |
| Thomas Michael Simpson | MEMBER | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER; SOLE MEMBER / CHIEF COMPLIANCE OFFICER | — |
| RODRIGUEZ CARLOS ENRIQUE | CHIEF OPERATING OFFICER; MEMBER | — |
| GAMBINO FRANK JOSEPH | CHIEF EQUITY STRATEGIST | — |
| HACKWORTHY DAVID A | CHIEF INVESTMENT OFFICER | — |
| MCNEIL JOEL CARTER | DIRECTOR OF ADVISORY SERVICES | — |
| BAIER JEREMY R | MEMBER | — |
| Cobb Ryan Matthew | COO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171279/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171279/similar
- Related entities: https://search.stillhousedata.com/firm/171279/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171279

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.