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The Ithaka Group, LLC

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Client assets under management

$265,253,920

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Clients

107

91% high-net worth

Advisors

3

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

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Clients per advisor

36

Low

Average account size

$2,479,009

About

The Ithaka Group, LLC provides discretionary investment management to individuals, trusts, pension and profit-sharing plans, charitable organizations and SEC-registered investment companies, and also serves as a sub-adviser to a registered investment company and managers of wrap-fee programs. The firm reported approximately $572 million in discretionary assets under management and states a typical minimum account size of $500,000 for managed accounts (with a $100,000 minimum for wrap-fee program participation).

Ithaka follows a single, concentrated growth management style focused on identifying high-quality growth companies for long-term capital appreciation, offering US Large Cap Growth and International Large Cap Growth portfolios that typically hold up to 35 positions and emphasize fundamental research and low turnover. Investment advice is primarily provided on a discretionary basis, and the firm describes regular engagement with company management, use of fundamental sources and an intent to limit transaction costs through low turnover.

Notable features in the brochure include Ithaka’s role as adviser to a registered investment company that pays a fulcrum performance fee tied to the Russell 1000 Growth Index, with the firm disclosing side‑by‑side management of the fund and other client accounts and related allocation policies to address conflicts. The brochure also discloses participation in wrap-fee programs, employee ownership of fund shares subject to personal-trading restrictions, and a proxy-voting practice that follows Broadridge’s ProxyEdge Social Environmental Template; the firm’s services do not list separate, stand‑alone financial planning.

Client services

Portfolio management

Expertise

Active portfolio management ESG / Sustainable investing

Fee options

Percentage

$0 - $10 million: 0.70% $10 million - $25 million: 0.60% $25 million - $100 million: 0.50% $100 million+: Negotiable

Performance-based

Performance fee (fulcrum fee) on SEC-registered investment company client based on fund performance relative to Russell 1000 Growth Index

Other

Account minimum: $500,000

Main office location

The Ithaka Group, LLC

3811 N Fairfax Drive, Suite 720

Arlington VA 22203, United States

Number of offices

1

Most active in

More info

California · Florida · Illinois · Louisiana · Maryland · Massachusetts · Michigan · Missouri · New Hampshire · New Jersey · New York · Oregon · Pennsylvania · Tennessee · Texas · Virginia · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 240-395-5000

Advisors at this firm

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user avatar

Daniel W

CFA®

Arlington, VA

The Ithaka Group, LLC

Daniel White is a CFA® charterholder with one year of industry experience, currently serving as an advisor at The Ithaka Group, LLC since 2014. He is based in Arlington, VA, and works within a team of five advisors. The Ithaka Group, LLC provides discretionary and non-discretionary investment advisory and portfolio management services to a diverse client base including individuals, trusts, pension plans, charitable organizations, and registered investment funds. The firm employs a concentrated growth investment style focused on high-quality publicly listed companies, offering portfolios aimed at long-term capital appreciation with low turnover.

Active portfolio management ESG / Sustainable investing
user avatar

Andrew C

CFA®, Series 63

Arlington, VA

The Ithaka Group, LLC

Andrew Colyer is a CFA® charterholder with 21 years of industry experience. He has been with The Ithaka Group, LLC since 2008, where he is part of a five-advisor team based in Arlington, VA. The Ithaka Group, LLC provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and registered investment companies. The firm employs a concentrated growth investment approach focused on high-quality growth companies and manages both registered funds and advisory accounts.

Active portfolio management ESG / Sustainable investing
user avatar

Scott O

CFA®

Arlington, VA

The Ithaka Group, LLC

Scott O’Gorman is a CFA® charterholder with 24 years of industry experience. He has been with The Ithaka Group, LLC since 2008, where he is part of a five-advisor team based in Arlington, VA. The Ithaka Group provides discretionary and non-discretionary investment advisory and portfolio management services to a range of clients, including individuals, trusts, pension plans, charitable organizations, and registered investment funds. The firm employs a concentrated growth investment style focused on high-quality, publicly listed companies and manages both registered funds and advisory accounts with performance-based fee structures.

Active portfolio management ESG / Sustainable investing
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