# Ithaka Strategic Partners

> Ithaka Strategic Partners is a state-registered investment advisory firm in Kings Park, NY, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 13, 2024.

- CRD: 308309
- Filed as: ITHAKA STRATEGIC PARTNERS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kings Park, NY
- Filing period: October 2026
- Form ADV filing dated: June 13, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/308309
- AdvisorCensus page: https://advisorcensus.com/firm/ithaka-strategic-partners-kings-park-ny-308309

## Quick answers

**How is Ithaka Strategic Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Ithaka Strategic Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ithaka Strategic Partners located?**
Ithaka Strategic Partners' principal office is in Kings Park, NY, according to its Form ADV.

**Is Ithaka Strategic Partners registered with the SEC or a state?**
Ithaka Strategic Partners is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 308309.

**How much does Ithaka Strategic Partners manage?**
Ithaka Strategic Partners reports $1,112,000 in regulatory assets under management in its Form ADV filing dated June 13, 2024 (0% discretionary).

**Does Ithaka Strategic Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/308309

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,112,000
- Discretionary: $0
- Non-discretionary: $1,112,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $237,000 |
| High net worth individuals | Fewer than 5 | $875,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ithakasp.com](https://ithakasp.com)
- LinkedIn @ithakasp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ithaka Strategic Partners (CRD 308309): Form ADV filing data as of October 2026.