Allocator Index · CRD 171279
ISTHMUS PARTNERS, LLC
Madison, WI · 608-729-0949 · linkedin.com/in/jeremy-bair-cfs-11a7b613
Fit score
58
- aum $250M-$3.0B+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
208
Other individuals
149
HNW assets
$1.14B
Total AUM
$1.44B
Employees
17
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.