A complete list of active advisors currently associated with Thalassa Capital LLC
Warmer can help you find a great advisor at Thalassa Capital LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Thalassa Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Thalassa Capital LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Thousand Oaks, CA
| 21
| |
Bend, OR
| 27
|
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