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THIRD LAKE PARTNERS, LLC

TAMPA, FL · CRD 299961 · IAPD ↗ · (813) 497-8100

$5.97BRegulatory AUM
13Advisory reps
16Employees
0Clients
1-10Planning clients
46Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — THIRD LAKE PARTNERS, LLC reported RAUM up 78% ($3.35B -> $5.97B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2025 — THIRD LAKE PARTNERS, LLC grew from 11 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
69
April 2024 — THIRD LAKE PARTNERS, LLC reported RAUM up 47% ($2.17B -> $3.19B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.