ISTHMUS PARTNERS, LLC

CRD 171279File 801-79683

APPROVED

Retail clients

Custody

Filing as of Jan 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.44B

Above cohort median (national)

Discretionary AUM

$1.36B

Non-discretionary $77.3M

Clients

381

1,894 accounts

Employees

Top 25% of cohort in WI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: May 19, 2014
Principal office: 1 SOUTH PINCKNEY STREET, SUITE 800, MADISON, WI, 53703
Phone: 608-729-0949
Website: http://www.linkedin.com/in/jeremy-bair-cfs-11a7b613

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.44B
Discretionary AUM: $1.36B
Non-discretionary AUM: $77.3M
Discretionary accounts: 1,504
Non-discretionary accounts: 390
Total accounts: 1,894
AUM per client: $3.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$26.1M
Charitable organizations	5	$96.4M
High net worth individuals	208	$1.14B
Pension and profit sharing plans	14	$35.7M
Individuals (other than high net worth individuals)	149	$138.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.