Data / Investment advisers / Virginia / The Ithaka Group, LLC
The Ithaka Group, LLC, Arlington, VA: $572 million AUM, SEC registered investment adviser
The Ithaka Group, LLC is an SEC registered investment adviser with its main office in Arlington, Virginia and reports $572 million in regulatory assets under management in its Form ADV filed September 22, 2026. Its clients include high net worth individuals, investment companies and corporations and other businesses. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 146975
- SEC file number
- 801-69086
- SEC status
- Approved, effective April 23, 2008
- Main office
- 3811 N Fairfax Drive Suite 720, Arlington, VA 22203
- Phone
- (240) 395-5000
- Website
- ithakagroup.com
- Regulatory AUM
- $572,127,870 in the Form ADV filed September 22, 2026
- Discretionary AUM
- $572,127,870
- Accounts
- 126
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 97 | $260.3 million |
| Investment companies | 1 | $209.4 million |
| Corporations or other businesses | 11 | $54 million |
| Charitable organizations | 7 | $43.4 million |
| Individuals (other than high net worth individuals) | 10 | $4.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $572.1 million | March 31, 2026 |
| December 1, 2025 | $554.9 million | February 18, 2025 |
Other advisers in Arlington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Evermay Wealth Management, LLC | Arlington | $1.33 billion | Not listed | adviserinfo.sec.gov |
| Winston Capital Management LLC | Arlington | $1.15 billion | 5 | adviserinfo.sec.gov |
| Solomon Hess Capital Management | Arlington | $1.08 billion | 3 | adviserinfo.sec.gov |
| LNC Partners | Arlington | $820.3 million | 6 | adviserinfo.sec.gov |
| Broad Run Investment Management, LLC | Arlington | $681.8 million | Not listed | adviserinfo.sec.gov |
| Sands Capital Horizons, LLC | Arlington | $466.9 million | 1 | adviserinfo.sec.gov |
| Omega Wealth Management LLC | Arlington | $309.7 million | Not listed | adviserinfo.sec.gov |
| Momentus Manager LLC | Arlington | $284.3 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Arlington, VA
- Investment advisers in Virginia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving investment companies
- The Ithaka Group, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.