THIRD LAKE PARTNERS, LLC

CRD 299961 · SEC 801-115011

Visit website

1600 E 8TH AVE, SUITE A132-A, TAMPA, FL, 33605, United States

Phone

(813) 497-8100

Fax

(813) 497-8101

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.97B

Discretionary AUM

$2.90B

Team

16 total employees; 13 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Pooled investment vehicles	46	$1.76B
Corporations/business entities	8	$4.21B

States served

All web addresses on file

http://www.thirdlake.com
https://www.linkedin.com/company/thirdlake

Official SEC filing: View on IAPD