The Ithaka Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Arlington, VA. Its latest Form ADV filing, dated March 31, 2026, reports $572M in regulatory assets under management, 7 employees, and 126 accounts.
Assets Under Management
$572M
Employees
7
Offices
--
Total Clients
126
Primary office
ARLINGTON, VA
3811 N FAIRFAX DRIVE, SUITE 720, ARLINGTON, VA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.0% of total clients.
Top client categories% of clientsClients
1
HNWI
77.0%
97
2
Corporations
8.7%
11
3
Individuals
7.9%
10
4
Charitable
5.6%
7
5
Investment Cos.
0.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$572Mas of March 31, 2026
Discretionary100.0%
$572M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$572M
Total Accounts126
10Y AUM Change+$60M (+11.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee18:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.