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THIRD LAKE PARTNERS, LLC
CRD 299961File 801-115011
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.