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THIRD LAKE PARTNERS, LLC
CRD 299961File 801-115011
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.97B
Top 25% of cohort (national)
Discretionary AUM
$2.90B
Non-discretionary $3.07B
Clients
54
53 accounts
Employees
16
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 11, 2019
- Principal office
- 1600 E 8TH AVE, SUITE A132-A, TAMPA, FL, 33605
- Phone
- (813) 497-8100
- Website
- http://www.thirdlake.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.97B
- Discretionary AUM
- $2.90B
- Non-discretionary AUM
- $3.07B
- Discretionary accounts
- 50
- Non-discretionary accounts
- 3
- Total accounts
- 53
- AUM per client
- $110.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $4.21B |
| Pooled investment vehicles | 46 | $1.76B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 16 | increased by1 |
| Apr 1, 2026 | Clients | 53 | 54 | increased by1 |
| Apr 1, 2026 | AUM | $3,351,962,319 | $5,970,075,889 | increased by$2,618,113,570 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 15 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 36 | 53 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,025,194,296 | $3,351,962,319 | increased by$2,326,768,023 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 36 | 53 | increased by17 |
| Apr 1, 2022 | Clients | 21 | 36 | increased by15 |
| Apr 1, 2022 | AUM | $582,877,932 | $1,025,194,296 | increased by$442,316,364 |
| Apr 1, 2022 | Accounts | 24 | 36 | increased by12 |
| Sep 1, 2021 | Employees | 12 | 11 | decreased by1 |
| Sep 1, 2021 | Clients | 11 | 21 | increased by10 |
| Sep 1, 2021 | AUM | $257,971,516 | $582,877,932 | increased by$324,906,416 |
| Sep 1, 2021 | Accounts | 13 | 24 | increased by11 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “THIRD LAKE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“THIRD LAKE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.