THIRD LAKE PARTNERS, LLC

1600 E 8th Ave
Suite A132-A
Tampa, Florida 33605
Tel: (813) 497-8100

About THIRD LAKE PARTNERS, LLC

THIRD LAKE PARTNERS, LLC, formally registered with the SEC as THIRD LAKE PARTNERS, LLC. The firm was established in 04/11/2019. They have over 1 offices throughout the country.

THIRD LAKE PARTNERS, LLC is a Tampa, Florida based Financial Planning firm with nearly $3,185,787,024 assets under management, offering retirement planning & investment advisory services to 52 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299961
SEC#	801-115011
Assets Managed by Firm	$3,185,787,024
No. of Clients	52
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	52	$3,185,787,024
Corporations or other businesses	8	$1,592,108,827

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