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Building 2THIRD LAKE PARTNERS, LLC

Map pinTAMPA, FL
Phone(813) 497-8100
NotebookSEC #801-115011
Total AUM
$6B
Employees
16
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1600 E 8TH AVE
SUITE A132-A
TAMPA
FL 33605
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(813) 497-8100

ReceiptFinancials

Total AUM
$6B
Accounts
53
Discretionary
$2.9B
Accounts
50
Non-Discretionary
$3.1B
Accounts
3

ContactClients

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Pooled Vehicle Clients
46
AUM
$1.8B
Corporation or Business Clients
8
AUM
$4.2B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 36 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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