Investment adviser · CRD 299961
THIRD LAKE PARTNERS, LLC
TAMPA, FL, United States · Form ADV filed Mar 31, 2025
- Regulatory AUM
- $3.35B Form ADV · Item 5.F
- Client accounts
- 53 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory assets under management
Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2021 | $1,025,194,296 | 11 | Mar 31, 2022 |
| 2022 | $2,167,397,704 | 19 | Mar 31, 2023 |
| 2023 | $3,185,787,024 | 16 | Mar 29, 2024 |
| 2024 | $3,351,962,319 | 15 | Mar 31, 2025 |
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 45 | $1,718,915,602 | 51.3% |
| Corporations & businesses | 8 | $1,633,046,717 | 48.7% |
Filing source
Form ADV 1963765 · Mar 31, 2025 · Item 5.D
Reported by THIRD LAKE PARTNERS, LLC (CRD 299961).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Private funds & service providers
1 selected fund recordsLargest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.
THIRD LAKE RE PH DEVELOPMENT FUND I, LPReal Estate Fund$37.4MGross asset value
Form D fundraising filings
View filings for the issuer linked by this fund’s reported Form D file numbers.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHNREZNICK LLP
PCAOB 596
Fund details & source
- Fund ID
- 805-2281974388
- Reported beneficial owners
- 5
- Minimum commitment
- $1M
- Form D file number
- 021-356057
Form ADV 1963765 · Mar 31, 2025 · Schedule D 7.B.(1)
Reported by THIRD LAKE PARTNERS, LLC (CRD 299961).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Services & filing details
Showing values from the selected filing. Latest observed filing does not establish current registration status.
What changed?
Since Mar 29, 2024 · previous imported filing
- Regulatory AUM$3,185,787,024 → $3,351,962,319
- Client accounts52 → 53
- Employees16 → 15
Filing source
Form ADV 1963765 · Mar 31, 2025 · Items 1 & 5
Reported by THIRD LAKE PARTNERS, LLC (CRD 299961).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.
Management of assets
- Discretionary
- $2.79B
- Non-discretionary
- $562M
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
1600 E 8TH AVE, SUITE A132-ATAMPA, FL, 33605, United States
CRD 299961
Filing source
Form ADV 1963765 · Mar 31, 2025 · Items 1 & 5
Reported by THIRD LAKE PARTNERS, LLC (CRD 299961).
Annual Updating Amendment for Registered Adviser · fiscal year 2024.
Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.