ITHAKA STRATEGIC PARTNERS

ITHAKA STRATEGIC PARTNERS of KINGS PARK, NY is an SEC-registered investment adviser (CRD 308309). Regulatory assets under management: $1.1M.

Registration

• CRD: 308309
• Type: Registered investment adviser
• Location: 5 WILLOW LANE, KINGS PARK, NY, 11754
• Phone: 934-216-0774
• Latest filing: 2024-06-13
• Regulatory AUM: $1.1M
• Non-discretionary AUM: $1.1M
• Clients: 3
• Accounts: 5

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308309 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search