$101.6M Total AUM
$90.9M Disc. AUM
-- 3Y CAGR
2 Employees
70 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-05-2006
- Office Locations
- 2
Office Locations
63205 Gibson AIR Road, #44 Bend OR
-- Thousand Oaks CA
About Thalassa Capital LLC
Thalassa Capital LLC is a Bend-based RIA with 2 offices. The firm has been operating for 20 years. Managing $101.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and UBS.
Team overview
-- AVG AGE
$50.8M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
17.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
YOURI BUJKO
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2379478
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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D
DAVIDE ALESSANDRO ACCOMAZZO
Financial Advisor
- CRD
- #2781617
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,868,907 | $325,176 |
| Non-Discretionary | $10,720,220 | $1,142,839 |
| Total | $101,589,127 | $354,909 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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