SourcingSourcing

THE ITHAKA GROUP, LLC

B53
CRD 146975·SEC 801-69086·ARLINGTON, VA
AUM
$572.1M
$500M-$1B
Est. Revenue
$5.7M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE ITHAKA GROUP, LLC
CRD
146975
SEC file #
801-69086
EIN
262269925
DBA names
—

Economics

AUM
$572.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$553.3M → $572.1M▲ +3%
Client mix
Individuals High Net Worth97
Corporations11
Individuals Other10
Charitable Organizations7
Investment Companies1

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
5 advisors → 4 advisors▼ -20%
Primary office
ARLINGTON VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
ithakagroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ODYSSEUS MANAGEMENT, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
ODYSSEUS MANAGEMENT, LLC
COLYER, ANDREW, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ITHAKAGROUP.COM
Rdap Domain Creation Date
2008-01-15T19:30:26Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001484043
Edgar Registered
Yes
Edgar Filing Count
68
Edgar First Filing Date
2010-02-16
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
66
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001104659-26-059088

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
Morgan Stanley4
E*trade4
Raymond James2
Edgar Addresses
Mailing
3811 N FAIRFAX DRIVESUITE 720ARLINGTON, VA 22203
Business
3811 N FAIRFAX DRIVESUITE 720ARLINGTON, VA 22203
Edgar EIN
262269925
Edgar Recent Filings
13F-HR2026-05-12 · 0001104659-26-059088
13F-HR2026-02-10 · 0001104659-26-012519
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-15T19:30:26Z
Rdap Domain Last Changed
2025-01-08T16:18:26Z
Rdap Nameservers
Ns1.wix.comNs2.wix.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (5)

5
O'GORMAN, SCOTT, ELLIS
IAR · Executive Officer · 2.5%
1218049
COLYER, ANDREW, JOSEPH
IAR · Executive Officer · 2.5%
2365598
HUNTINGTON, JOHN, PRICE
Executive Officer · 2.5%
2974902
ROBERT ALAN KATZEN
Executive Officer · 2.5%
5580728
Daniel J White
IAR
8046646