Thalassa Capital LLC logo

Thalassa Capital LLC

Updated today

Client assets under management

$101,368,161

Clients

70

26% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

35

Low

Average account size

$1,448,117

About

Thalassa Capital serves individual and institutional investors, managing about $101.6 million for roughly 70 clients with a small advisory team. The firm offers financial planning, discretionary portfolio management (including proprietary Strategic Investment Portfolios), and access to customized hedge‑fund solutions through its Crystal Portfolios.

The investment process combines fundamental, technical and quantitative analysis across planning, implementation and managing phases, with emphasis on diversification, asset allocation and tax‑efficient management. Ongoing monitoring relies on risk analytics such as Risk‑Adjusted Return, Value‑at‑Risk (VaR) and market‑risk measures (alpha, beta, R‑squared) to guide portfolio adjustments.

What differentiates the firm from many peers is its use of derivatives inside separately managed accounts and the explicit integration of those exposures into its VaR and risk‑management framework, a practice that is relatively uncommon for similarly sized supported firms. The firm also facilitates institutional‑style hedge‑fund access via Crystal Capital fund‑of‑fund solutions and has staff experience with commodity/trading strategies and CTA‑style trading that inform its multi‑strategy allocations.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Cash flow / budgeting General retirement planning General estate planning guidance College savings (529s, UTMA, etc.)

Fee options

Percentage

1% annually, billed quarterly in advance

Other

Account minimum: $250,000

Main office location

Thalassa Capital LLC

63205 Gibson Air Road, #44

Bend OR 97701, United States

Number of offices

2

Most active in

California · Oregon

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Davide A

Series 63, Series 66

Thousand Oaks, CA

Thalassa Capital LLC

Davide Accomazzo is a financial advisor with Thalassa Capital LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Thalassa Capital since 2011 and serves as an adjunct professor of finance at Pepperdine University, where he has taught and conducted research since 2007. He also serves on the board of the Strategic Asset Alliance Fund, providing advice on trader selection. Thalassa Capital provides financial planning and portfolio management to individual clients, including both high-net-worth and non-high-net-worth individuals. The firm offers discretionary strategic investment portfolios and access to institutional-quality hedge fund solutions, employing a risk-focused and diversified investment approach that includes the use of derivatives and quantitative analysis.

Wealth management Cash flow / budgeting General retirement planning General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

Youri B

Series 63, Series 65

Bend, OR

Thalassa Capital LLC

Youri Bujko is a financial advisor at Thalassa Capital LLC in Bend, Oregon, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Thalassa Capital since 2006. Thalassa Capital provides financial planning and portfolio management services to individual clients, including high-net-worth and non-high-net-worth individuals. The firm employs a multi-phase investment process incorporating fundamental, technical, and quantitative analysis, with a focus on diversification, tax efficiency, and risk management. Its use of derivatives within separately managed accounts and access to institutional-quality hedge fund solutions through Crystal Capital are notable aspects of its approach.

Wealth management Cash flow / budgeting General retirement planning General estate planning guidance College savings (529s, UTMA, etc.)
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