THALASSA CAPITAL LLC

Overview

Thalassa Capital LLC is an independent registered investment advisor that runs a fee-for-assets business focused on individuals and families. The firm positions itself as a capital allocator and offers both financial planning and discretionary portfolio management, including the selection and oversight of outside managers. Investment activity tilts toward pooled public funds as the primary execution vehicle while retaining the ability to place client capital with third‑party alternative managers when a bespoke solution is appropriate. Thalassa is not an active ESG investor and operates under a traditional percentage‑of‑AUM fee model. Portfolio management services span individual and small business accounts as well as institutional/business relationships, and the firm reports both discretionary mandate activity and a smaller non‑discretionary book. Custody and execution are centralized through Charles Schwab & Co., Inc., which houses the firm’s assets and supports trading, reporting and administrative plumbing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices