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The Ithaka Group
The Ithaka Group, LLC is an SEC-registered investment adviser in Arlington, VA, registered since 2008. It manages approximately $572 million in regulatory...
Overview
The Ithaka Group, LLC is an SEC-registered investment adviser in Arlington, VA, registered since 2008. It manages approximately $572 million in regulatory assets. The firm has 7 employees and 4 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Arlington
Corporate office
New York, NY, United States
Principals
Jonathan S. Linen
Chairman
Sector focus
Frequently asked questions
How does The Ithaka Group source proprietary deal flow?
The office relies on Jonathan Linen's personal network of corporate executives, board members, and financial-services leaders built through his American Express tenure. This network provides access to off-market private placements and fund opportunities in sectors where Linen has domain expertise: payments, financial infrastructure, and consumer services. Unlike family offices that maintain dedicated origination teams, The Ithaka Group's sourcing model is relationship-driven and concentrated at the principal level.
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