RIA Intel›Advisers›New York›ITHAKA STRATEGIC PARTNERS

ITHAKA STRATEGIC PARTNERS

Advisory

KINGS PARK, NY

Data as of Jun 13, 2024 · Source: SEC Form ADV

Rank in NY

#5,591

of 5,722 advisers by AUM

Average account

$222K

across 5 accounts

AUM per adviser

$556K

2 advisers

Source: SEC Form ADV. Figures as filed Jun 13, 2024.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$1M

Discretionary AUM$0

Non-Discretionary AUM$1M

Discretionary %0%

Total Clients—

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

PEGASUS ASSOCIATES, LLC

$1M

TCW LATIN AMERICA PARTNERS LLC

$1M

ASCENT SYSTEMATIC ADVISORS LLC

$1M

KN ASSET MANAGEMENT, INC.

$1M

WANGCHUK CAPITAL, LLC

$1M

ZHANG CAPITAL MANAGEMENT CORP.

$1M

Get the full picture on ITHAKA STRATEGIC PARTNERS

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ITHAKA STRATEGIC PARTNERS and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans