AUMdb

Thalassa Capital Llc

State-registered Wealth Manager · Small ($100M–$1B) CRD 139707 · SEC file 801-78286 · Bend, OR · WWW.THALASSACAPITAL.COM
☆ Save with Pro ADV data as of Apr 02, 2026
Regulatory AUM
$102M
Discretionary
$90.9M
Clients
70
Avg AUM / client
$1.5M
Accounts
220
Employees
2

AUM over time

$64.3M $187M
Jun 26, 2013 Apr 2, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Apr 02, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 52 $22.0M 21.6%
High net worth individuals 18 $79.4M 78.1%
Corporations and other businesses Fewer than 5 clients $221K 0.22%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Youri Bujko Managing Member/Chief Compliance Officer May 2006 (20y) 75% or more
Davide Alessandro Accomazzo Registered representative Jul 2011 (15y)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

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)

FormPeriodSize
Form ADV (full filing) 04/02/2026 1.02 MB 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

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Selection of other advisers

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having 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: Apr 02, 2026.

View current Form ADV (SEC/IAPD) ↗