ITHAKA STRATEGIC PARTNERS

Overview

Ithaka Strategic Partners is a small, individual-owned limited liability company that provides financial planning, portfolio management for individuals and small businesses, pension consulting and selection-of-other-advisers services. The firm identifies as a capital allocator and shows a clear equity preference, using exchange-traded equities as its dominant public market sleeve. Fee arrangements include both a percentage of assets under management and fixed fees. The adviser is not an active ESG investor and is not positioned as a multi-state adviser. The business model appears focused on advisory and selector roles rather than large-scale discretionary management: the ADV reports the firm engaging in selection of third-party managers and pension consulting in addition to direct portfolio management and planning. All assets reported are non-discretionary, which suggests Ithaka Strategic Partners primarily provides advice and places trades with client consent rather than exercising broad discretionary authority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices