Third Lake Partners, Llc (Tampa)
Third Lake Partners, Llc Is a Large Advisory Firm Based in Tampa. It Manages $127.17 Million of Regulatory Assets for 4 Client Accounts. It Has Been Registered...
Third Lake Partners, LLC is a large advisory firm based in Tampa. It manages $127.17 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Florida.
Third Lake Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
Third Lake Partners: assets under management
The assets under management (AUM) of Third Lake Partners, LLC is $127.17 million. The company doesn't manage any assets belonging to foreign clients.
The firm manages $61.42 million in discretionary accounts and $65.75 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.47 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $65.75 million.
Investments
The firm invests in pooled investment vehicles the most. They account for 100% of the total AUM.
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