The Ithaka Group, LLC

The Ithaka Group, LLC is an independent SEC registered investment management company established in 2008, headquartered in Arlington, Virginia. The firm specializes in investing clients' money in high-quality growth companies, offering both discretionary and non-discretionary investment advisory services to individuals, entities, and institutions. They focus on a single management style, concentrated growth, investing in publicly-listed high-quality growth companies for long-term capital appreciation across various portfolio styles. As of the end of 2024, Ithaka had discretionary authority to manage accounts with assets totaling approximately $555 million. The firm generally charges advisory fees based on a percentage of assets under management, with fees varying based on the amount of assets managed. Ithaka may charge different fees to different clients and offers sub-advisory services to SEC registered investment companies. Clients must have a minimum account size of $500,000 for managed accounts, with a minimum of $100,000 for accounts participating in a wrap fee program. Ithaka primarily uses fundamental analysis methods and focuses on large, mid, and small capitalization stocks with substantial growth potential. The firm does not have any disciplinary events to report and does not receive soft-dollar benefits. Clients have the option to delegate proxy voting discretion to Ithaka, and the firm votes client shares based on recommendations from Broadridge's ProxyEdge platform.