THE ITHAKA GROUP, LLC
  • THE ITHAKA GROUP, LLC

Adviser Profile

As of Date 07/17/2026
Registration SEC, Approved, 04/23/2008
ADV Location ARLINGTON, VA, United States
Contact Info 240 xxxxxxx
Websites
AUM* 572,127,870 11%
of that, discretionary 572,127,870 11%
Number of Employees 7 -13%
of those in investment advisory functions 4 -20%
Private Fund GAV* 0
Avg Account Size 4,540,697 37%
% High Net Worth 76.98% -2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

914M 783M 653M 522M 392M 261M 131M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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