The Ithaka Group, LLC

RIASEC RegisteredEst. 2008

Total AUM

$572M

Discretionary

$572M

100% of AUM

Avg account

$4.5M

Accounts

126

Employees

Advisory reps

Firm details

Headquarters: Arlington, Virginia
CRD number: 146975
Registered since: April 23, 2008
Website: www.ithakagroup.com
Custodians: U.S. BANK, N.A., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI45.5%
Investment Companies36.61%
Corporations / Businesses9.44%
Charitable Organizations7.58%
Individuals0.86%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

The Ithaka Group, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2008. The firm serves both individual/family clients and institutional accounts, offering portfolio management across private clients, investment companies, and business or institutional mandates. Its fee arrangements include traditional asset-based fees alongside performance-linked compensation on certain strategies. The firm reports it is not an active ESG investor, does not position itself as a multi-state adviser, and does not act as a capital allocator.