RIA Intel›Advisers›Florida›THIRD LAKE PARTNERS, LLC

THIRD LAKE PARTNERS, LLC

Fund Manager

N·TAMPA, FL

Data as of Jan 30, 2026 · Source: SEC Form ADV

Total AUM

$3.4B

1-Year AUM Growth

+47.0%

3-Year CAGR

+131.4%

Employees

14

Assets Under Management

Total AUM$3.4B

Discretionary AUM$2.8B

Non-Discretionary AUM$562M

Discretionary %83.2%

Total Clients53

Team

Total Employees14

Investment Advisers15

Employee Growth (1Y)—

Private Funds

Number of Private Funds45

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record13

First FilingMar 14, 2019

Latest FilingJan 30, 2026

🔒 Full AUM trend chart and 13 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on THIRD LAKE PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.