Third Lake Partners, LLC
TAMPA, FL
Form ADV and provider website profile · CRD 299961 · regulatory data as of Mar 31, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Third Lake Partners, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$6.0BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
53Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$2.9BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$3.1BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$6.0BTotal Firm AUM
$2.9BDiscretionary AUM
$3.1BNon-discretionary AUM
53Total accounts
50Discretionary accounts
3Non-discretionary accounts
Client Mix by Firm AUM
$6.0BFirm AUM
Corporations70.4%
Other Pooled Vehicles29.6%
Reported Client Types
Source: Form ADV client recordsCorporations70.4%
8 clients$4.2B firm assets
Other Pooled Vehicles29.6%
46 clients$1.8B firm assets
Reported total54 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Corporations | $4.2B | 8 | 70.4% |
| Other Pooled Vehicles | $1.8B | 46 | 29.6% |
| Reported total | $6.0B | 54 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…