THE ITHAKA GROUP, LLC
CRD #146975 SEC #801-69086 ARLINGTON, VA 240-395-5000
SEC Registered
Total AUM
$554.9M
Discretionary
$554.9M
Employees
7
Clients
--
Accounts
127
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $554.9M | $554.9M | $0 | 7 | 8 |
| Feb 2024 | $515.2M | $515.2M | $0 | 8 | 9 |
| Mar 2023 | $449.9M | $449.9M | $0 | 8 | 10 |
| Mar 2023 | $449.9M | $449.9M | $0 | 8 | 10 |
| Feb 2023 | $449.9M | $449.9M | $0 | 8 | 10 |
| Jan 2023 | $449.9M | $449.9M | $0 | 8 | 10 |
| Feb 2022 | $855.4M | $855.4M | $0 | 8 | 11 |
| Oct 2021 | $913.6M | $913.6M | $0 | 8 | 8 |
| Feb 2021 | $913.6M | $913.6M | $0 | 8 | 8 |
| Jun 2020 | $607.1M | $607.1M | $0 | 8 | 6 |
| Mar 2020 | $607.1M | $607.1M | $0 | 8 | 6 |
| Mar 2019 | $553.3M | $553.3M | $0 | 8 | 6 |
| Jul 2018 | $651.4M | $651.4M | $0 | 7 | 6 |
| Mar 2018 | $573.8M | $573.8M | $0 | 7 | 6 |
| May 2017 | $512M | $512M | $0 | 7 | 200 |
| Feb 2017 | $512M | $512M | $0 | 7 | 200 |
| Feb 2016 | $756M | $756M | $0 | 7 | 200 |
| Aug 2015 | $649.2M | $649.2M | $0 | 7 | 200 |
| Jul 2015 | $649.2M | $649.2M | $0 | 7 | 200 |
| Apr 2015 | $649.2M | $649.2M | $0 | 7 | 200 |
| Mar 2015 | $649.2M | $649.2M | $0 | 7 | 200 |
| Aug 2014 | $535.4M | $535.4M | $0 | 6 | 200 |
| Feb 2014 | $535.4M | $535.4M | $0 | 6 | 200 |
| Sep 2013 | $425.5M | $425.5M | $0 | 6 | 202 |
| Feb 2013 | $303.8M | $303.8M | $0 | 6 | 176 |
| Oct 2012 | $214.4M | $214.4M | $0 | 6 | 116 |
| Jul 2012 | $214.4M | $214.4M | $0 | 6 | 116 |
| Jul 2012 | $214.4M | $214.4M | $0 | 6 | 116 |
| Apr 2012 | $174.3M | $174.3M | $0 | 6 | 116 |
| Apr 2012 | $174.3M | $174.3M | $0 | 6 | 116 |
| Mar 2012 | $174.3M | $174.3M | $0 | 6 | 116 |
| Jan 2012 | $174.3M | $174.3M | $0 | 6 | 116 |
| Feb 2011 | $167.7M | $167.7M | $0 | 10 | -- |
| May 2010 | $161M | $161M | $0 | 10 | -- |
| Sep 2009 | $147.7M | $147.7M | $0 | 10 | -- |
DateFeb 2025
Total AUM$554.9M
Discretionary$554.9M
Non-Disc.$0
Employees7
Clients8
DateFeb 2024
Total AUM$515.2M
Discretionary$515.2M
Non-Disc.$0
Employees8
Clients9
DateMar 2023
Total AUM$449.9M
Discretionary$449.9M
Non-Disc.$0
Employees8
Clients10
DateMar 2023
Total AUM$449.9M
Discretionary$449.9M
Non-Disc.$0
Employees8
Clients10
DateFeb 2023
Total AUM$449.9M
Discretionary$449.9M
Non-Disc.$0
Employees8
Clients10
DateJan 2023
Total AUM$449.9M
Discretionary$449.9M
Non-Disc.$0
Employees8
Clients10
DateFeb 2022
Total AUM$855.4M
Discretionary$855.4M
Non-Disc.$0
Employees8
Clients11
DateOct 2021
Total AUM$913.6M
Discretionary$913.6M
Non-Disc.$0
Employees8
Clients8
DateFeb 2021
Total AUM$913.6M
Discretionary$913.6M
Non-Disc.$0
Employees8
Clients8
DateJun 2020
Total AUM$607.1M
Discretionary$607.1M
Non-Disc.$0
Employees8
Clients6
DateMar 2020
Total AUM$607.1M
Discretionary$607.1M
Non-Disc.$0
Employees8
Clients6
DateMar 2019
Total AUM$553.3M
Discretionary$553.3M
Non-Disc.$0
Employees8
Clients6
DateJul 2018
Total AUM$651.4M
Discretionary$651.4M
Non-Disc.$0
Employees7
Clients6
DateMar 2018
Total AUM$573.8M
Discretionary$573.8M
Non-Disc.$0
Employees7
Clients6
DateMay 2017
Total AUM$512M
Discretionary$512M
Non-Disc.$0
Employees7
Clients200
DateFeb 2017
Total AUM$512M
Discretionary$512M
Non-Disc.$0
Employees7
Clients200
DateFeb 2016
Total AUM$756M
Discretionary$756M
Non-Disc.$0
Employees7
Clients200
DateAug 2015
Total AUM$649.2M
Discretionary$649.2M
Non-Disc.$0
Employees7
Clients200
DateJul 2015
Total AUM$649.2M
Discretionary$649.2M
Non-Disc.$0
Employees7
Clients200
DateApr 2015
Total AUM$649.2M
Discretionary$649.2M
Non-Disc.$0
Employees7
Clients200
DateMar 2015
Total AUM$649.2M
Discretionary$649.2M
Non-Disc.$0
Employees7
Clients200
DateAug 2014
Total AUM$535.4M
Discretionary$535.4M
Non-Disc.$0
Employees6
Clients200
DateFeb 2014
Total AUM$535.4M
Discretionary$535.4M
Non-Disc.$0
Employees6
Clients200
DateSep 2013
Total AUM$425.5M
Discretionary$425.5M
Non-Disc.$0
Employees6
Clients202
DateFeb 2013
Total AUM$303.8M
Discretionary$303.8M
Non-Disc.$0
Employees6
Clients176
DateOct 2012
Total AUM$214.4M
Discretionary$214.4M
Non-Disc.$0
Employees6
Clients116
DateJul 2012
Total AUM$214.4M
Discretionary$214.4M
Non-Disc.$0
Employees6
Clients116
DateJul 2012
Total AUM$214.4M
Discretionary$214.4M
Non-Disc.$0
Employees6
Clients116
DateApr 2012
Total AUM$174.3M
Discretionary$174.3M
Non-Disc.$0
Employees6
Clients116
DateApr 2012
Total AUM$174.3M
Discretionary$174.3M
Non-Disc.$0
Employees6
Clients116
DateMar 2012
Total AUM$174.3M
Discretionary$174.3M
Non-Disc.$0
Employees6
Clients116
DateJan 2012
Total AUM$174.3M
Discretionary$174.3M
Non-Disc.$0
Employees6
Clients116
DateFeb 2011
Total AUM$167.7M
Discretionary$167.7M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees10
Clients--
DateSep 2009
Total AUM$147.7M
Discretionary$147.7M
Non-Disc.$0
Employees10
Clients--