The Ithaka Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$265,253,920
Clients
107
Advisors
4
of 7 employees
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
Expertise
Fee options
$0 - $10 million: 0.70% $10 million - $25 million: 0.60% $25 million - $100 million: 0.50% $100 million+: Negotiable
Performance fee (fulcrum fee) on SEC-registered investment company client based on fund performance relative to Russell 1000 Growth Index
Account minimum: $500,000
Main office
3811 N Fairfax Drive, Suite 720
Arlington VA 22203
Advisors at this office
4
Most active in
California · Colorado · Florida · Illinois · Louisiana · Maryland · Massachusetts · Michigan · Missouri · New Hampshire · New Jersey · New York · Oregon · Pennsylvania · Tennessee · Texas · Virginia · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Erick E
Series 63, Series 65
Arlington, VA
The Ithaka Group, LLC
Erick Egender is a financial advisor at The Ithaka Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cedar Partners, Ltd for 16 years before joining The Ithaka Group in 2025. The Ithaka Group, LLC provides discretionary investment management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and SEC-registered investment companies. The firm employs a concentrated growth management style focused on US and International Large Cap Growth portfolios, emphasizing fundamental research and low turnover.
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.
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)