Third Lake Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 31, 2026, reports $6.0B in regulatory assets under management, 16 employees, and 53 accounts.
Assets Under Management
$6.0B
Employees
16
Offices
--
Total Clients
54
Primary office
TAMPA, FL
1600 E 8TH AVE, SUITE A132-A, TAMPA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 85.2% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
85.2%
46
2
Corporations
14.8%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.0Bas of March 31, 2026
Discretionary48.6%
$2.9B
49% of total RAUM48.6%
Non-discretionary51.4%
$3.1B
51% of total RAUM51.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6.0B
Total Accounts53
10Y AUM Change+$6.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee3:1
10Y Employee Change+7 (+77.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.