Overview
Assets Under Management: $78 million
Headquarters: SANTA MONICA, CA
High-Net-Worth Clients: 27
Average Client Assets: $2.6 million
Frequently Asked Questions
THALASSA CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139707), THALASSA CAPITAL LLC is subject to fiduciary duty under federal law.
THALASSA CAPITAL LLC is headquartered in SANTA MONICA, CA.
THALASSA CAPITAL LLC serves 27 high-net-worth clients according to their SEC filing dated January 17, 2018. View client details ↓
According to their SEC Form ADV, THALASSA CAPITAL LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
THALASSA CAPITAL LLC manages $78 million in client assets according to their SEC filing dated January 17, 2018.
According to their SEC Form ADV, THALASSA CAPITAL LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.46%
Average Client Assets: $2.6 million
Total Client Accounts: 220
Discretionary Accounts: 212
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 139707
Filing ID: 1165611
Last Filing Date: 2018-01-17 16:59:00