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THE ITHAKA GROUP, LLC
CRD 146975 · SEC 801-69086
3811 N FAIRFAX DRIVE, SUITE 720, ARLINGTON, VA, 22203, United States
Phone
240-395-5000
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$572.1M
Discretionary AUM
$572.1M
Team
7 total employees; 4 advisory reps; 8 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $4.9M |
| High net worth individuals | 97 | $260.3M |
| Investment companies | 1 | $209.4M |
| Charitable organizations | 7 | $43.4M |
| Corporations/business entities | 11 | $54.0M |
States served
CA, IL, LA, MD, MA, MI, NJ, NY, OR, PA, TN, VA, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD