Asset ManagerRIA · CRD 146975SEC-Registered

Updated:

Ithaka Group

Scott O'Gorman leads Ithaka Group, a seven-person concentrated growth equity firm in Arlington, Virginia.

Ithaka Group

The firm lists a senior team of five investment and operations professionals on its website, including President and CIO Scott O'Gorman, Director of Research Andrew Colyer, and Senior Research Analyst Daniel White — all of whom hold the CFA charter. The group operates from a single office in Arlington, Virginia. Ithaka Group's public materials highlight "Concentrated Growth Investing" as its sole strategy. The firm discloses no specific portfolio companies, fund structures, or asset-class mix beyond that tagline. No geographic or stage mandates are stated on its website. The team page names seven individuals total, including a CFO, a Director of Operations, and a Research Associate. No affiliated vehicles, philanthropic foundations, or co-investment clubs are disclosed. The website carries no recent operational announcements or dated deployment figures. Ithaka Group's structural distinction is its size: a seven-person concentrated equity manager in a market dominated by large multi-strategy platforms. The firm's website invokes C.P. Cavafy's "Ithaka" — a poem about the primacy of the journey over the destination — as its guiding metaphor, a rare literary framing in an industry of performance tables.

General information

Firm type

Consultant

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Arlington

Corporate office

3811 N Fairfax Drive, Suite 720, Arlington, VA 22203

Principals

Scott E. O'Gorman

President, CIO, Portfolio Manager

Andrew J. Colyer

Director of Research, Portfolio Manager

Robert A. Katzen

CFO

Cyndy P. Jones

Director of Operations

Daniel J. White

Senior Research Analyst, Portfolio Manager

Sector focus

Concentrated Growth Equity

Frequently asked questions

Who makes investment decisions at Ithaka Group?

The firm’s website lists Scott E. O'Gorman as President, CIO, and Portfolio Manager. He is supported by Director of Research Andrew J. Colyer and Senior Research Analyst Daniel J. White, both of whom also carry the Portfolio Manager title. All three hold the CFA charter.

What is Ithaka Group's investment strategy?

The firm's public website identifies its approach as "Concentrated Growth Investing." It discloses no additional detail on asset classes, sectors, or specific criteria for concentration. No portfolio holdings are publicly named.

Does Ithaka Group manage outside capital or operate as a family office?

Ithaka Group is structured as an independent asset manager with a team of investment professionals, not a single-family office. The firm does not disclose on its website whether it manages third-party capital, a single pool of private wealth, or both.

How large is Ithaka Group's team?

Seven individuals are listed on the firm's team page: three portfolio managers (including the CIO), a CFO, a Director of Operations, a Senior Operations Associate, and a Research Associate. The firm does not publish total asset figures or deployment volumes.

Where is Ithaka Group located?

The firm operates from a single office at 3811 N Fairfax Drive, Suite 720, in Arlington, Virginia. No additional offices are disclosed on its website.

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