Individual
EntityROBERT S. FORSYTHE REVOCABLE TRUSTStatusTRUSTEEReported since05/2023Ownership75% or moreControl personYes
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 01/2025
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 08/2020
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 02/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2025
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2025
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Robert Stanton Forsythe | Founder & Senior Managing Partner | 01/2025 | Individual | Yes | Less than 5% |
| Llc Third Lake Holdings | Owner | 08/2020 | Domestic entity | Yes | 75% or more |
| Kristopher Scott Walker | Chief Compliance Officer | 02/2024 | Individual | Yes | Less than 5% |
| Case W Fell | Partner & Cio Of Asset Management Solutions | 03/2025 | Individual | No | Less than 5% |
| Luke Aaron Thomas | Managing Partner & Head Of Real Estate | 12/2024 | Individual | Yes | Less than 5% |
| Nathan P Sheldon | Partner & Head Of Structured Products | 10/2025 | Individual | No | Less than 5% |
Indirect Ownership
Source: Form ADVDomestic entity
EntityTHIRD LAKE HOLDINGS, LLCStatusMEMBERReported since01/2024Ownership25% but less than 50%Control personYes
Owners & Executives
Source: Form ADVRS
Robert Stanton Forsythe
Founder & Senior Managing Partner
KS
Kristopher Scott Walker
Chief Compliance Officer
LA
Luke Aaron Thomas
Managing Partner & Head Of Real Estate
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives6
Indirect ownership records2
Regulatory statusSEC registered investment adviser
SEC registration dateApr 11, 2019
CRD number299961