The Ithaka Group, LLC

RIASEC Registered

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 institutional registered investment adviser (registration effective 2008) operating as a limited liability company that serves both high-net-worth individuals/families and institutional clients. The firm provides discretionary portfolio management for individuals and small businesses, investment companies, and other business or institutional investors. Its compensation model combines asset-based fees with the option for performance-based fees, indicating an orientation toward active, return-seeking strategies. The firm does not identify itself as an active ESG investor.