# THE ITHAKA GROUP, LLC

THE ITHAKA GROUP, LLC of ARLINGTON, VA is an SEC-registered investment adviser.

## Registration

- CRD: 146975
- Type: SEC-registered investment adviser
- SEC file number: 801-69086
- Location: 3811 N FAIRFAX DRIVE, SUITE 720, ARLINGTON, VA, 22203
- Phone: 240-395-5000
- Latest filing: 2026-07-17
- Regulatory AUM: $572.1M
- Discretionary AUM: $572.1M
- Clients: 7
- Accounts: 126

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Johnson Lee | MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER; MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER (+1 more) | Taipei City 100, F5 |
| John Price Huntington | CHIEF COMPLIANCE OFFICER | — |
| Scott Ellis O'Gorman | CHIEF INVESTMENT OFFICER; MANAGER, PRESIDENT; MEMBER | — |
| Andrew Joseph Colyer | MANAGER, DIRECTOR OF RESEARCH; MEMBER | — |
| Robert Alan Katzen | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | — |
| MCNIFF JOHN PETER | GENERAL PARTNER | — |
| WINSOR CURTIN | GENERAL PARTNER; MEMBER | — |
| O'GORMAN SCOTT ELLIS | CHIEF INVESTMENT OFFICER; CHIEF OPERATING OFFICER; MANAGER, PRESIDENT (+2 more) | — |
| COLYER ANDREW JOSEPH | MANAGER, DIRECTOR OF RESEARCH; MANAGER, VICE-PRESIDENT, DIRECTOR OF RESEARCH; MEMBER | — |
| TRIMBLE WILLIAM CATTELL | GENERAL PARTNER; MANAGER; MEMBER | — |
| KATZEN ROBERT ALAN | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER (+1 more) | — |
| WINSOR DEBORAH | TRUSTEE | — |
| WINSOR ANITA | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146975/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146975/similar
- Related entities: https://search.stillhousedata.com/firm/146975/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146975

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.