Davide Accomazzo is a registered investment advisor at Thalassa Capital LLC, based in Thousand Oaks, CA, with 20 years of industry experience. Davide operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 70 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Thousand Oaks, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Davide is an adjunct professor of finance at Pepperdine University since 2007, dedicating about 10-20% of his time to teaching and research. He also serves as a board member for Strategic Asset Alliance Fund, L.P., spending minimal time advising on trader selection.
Employment History
Current Registrations
Thalassa Capital LLC
Previous Registrations
Cervino Capital Management LLC
UBS Financial Services INC.
State Registrations1 state
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