# The Ithaka Group

The Ithaka Group is a RIA based in Arlington, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Arlington, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** ithakagroup.com

## Regulatory record

- **CRD number:** 146975
- **SEC file number:** 801-69086
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146975

## About

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.

## Sectors

- Financial Services
- Real Estate
- Consumer
- Private Equity

## People

- Jonathan S. Linen — Chairman

## 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.

## Related profiles

- [JRS Investments and Wealth Preservation](https://altss.com/profile/jrs-investments-and-wealth-preservation-llc)
- [Budge, David M.](https://altss.com/profile/budge-david-m)

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Last updated: 2026-07-06T01:24:26.934Z

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