RIA · CRD 146975SEC-Registered

Updated:

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...

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 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

Financial ServicesReal EstateConsumerPrivate Equity

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.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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