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 a privately held investment adviser organized as an LLC and registered with the SEC since 2008. The firm advises both individual and institutional clients and provides discretionary portfolio management across individuals/small businesses, investment companies, and business or institutional accounts. Its stated fee model combines a percentage-of-assets-under-management schedule with the option for performance-based fees. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser in the available filings.