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The Ithaka Group, LLC

● SEC registered since 2008CRD 146975SEC# 801-69086Arlington, VA
Export (members)
Reg. AUM
$554.9M
Employees
7
Accounts
127
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 $554.9 million in regulatory assets under management and employs 7 people.

The Ithaka Group, LLC owners & executives

7 reported
NameTitleOwnershipSince
Andrew Joseph Colyer ControlManager, Director Of ResearchUnder 5%2008
Odysseus Management, LLC ControlMemberOver 75%2008
Robert Alan Katzen ControlChief Financial Officer, Chief Compliance OfficerUnder 5%2008
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Frequently asked questions

How much does The Ithaka Group, LLC manage?

The Ithaka Group, LLC reports $554.9 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

Address3811 N Fairfax Drive, Suite 720, Arlington, VA 22203
Phone240-395-5000
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$554.9M
Non-discretionary$0
Total (RAUM)$554.9M