Ithaka Strategic Partners
State-registered
Wealth Manager · Boutique (under $100M)
CRD 308309
· Kings Park, NY
· www.ithakasp.com
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ADV data as of Jun 13, 2024
- Regulatory AUM
- $1.1M
- Discretionary
- $0
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 5
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 0 | $237K | 21.3% |
| High net worth individuals | 0 | $875K | 78.7% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Torounidis | Registered representative | Jun 2024 (2y) | ||
| Optaciano V Rodriguez | Registered representative | Jun 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/13/2024 | 992 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.1M (101% of AUM) Jun 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 13, 2024.
View current Form ADV (SEC/IAPD) ↗