The Ithaka Group, LLC
● SEC registered since 2008CRD 146975SEC# 801-69086Arlington, VA
Reg. AUM
$572.1M
Employees
7
Accounts
126
Location
Arlington, VA
The Ithaka Group, LLC assets under management
The Ithaka Group, LLC is a registered investment adviser overseen by the SEC based in Arlington, VA. The firm has been registered since 2008. It reports $572.1 million in regulatory assets under management and employs 7 people.
The Ithaka Group, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Joseph Colyer Control | Manager, Director Of Research | Under 5% | 2008 |
| John Price Huntington Control | Chief Compliance Officer | Under 5% | 2026 |
| Odysseus Management, LLC Control | Member | Over 75% | 2008 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does The Ithaka Group, LLC manage?
The Ithaka Group, LLC reports $572.1 million in regulatory assets under management on its Form ADV.
How many employees does The Ithaka Group, LLC have?
The Ithaka Group, LLC reports 7 employees.
Where is The Ithaka Group, LLC located?
The Ithaka Group, LLC is based in Arlington, VA and has been SEC-registered since 2008.
Does The Ithaka Group, LLC disclose fund performance?
The Ithaka Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3811 N Fairfax Drive, Suite 720, Arlington, VA 22203 |
| Phone | 240-395-5000 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$572.1M▲ 3%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$572.1Mregulatory AUM
Discretionary $572.1M