Third Lake Associates, LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Tampa, Florida
CRD number
324388
Registered since
January 19, 2024

Firm profile

FINTRX

Overview

Third Lake Associates, LLC is an LLC that registered with the SEC in 2024. Public disclosures in FINTRX are limited: the firm is listed as an unclassified adviser owned by a combination of a domestic entity and an individual. The snapshot flags the firm as not being a capital allocator and not an active ESG investor. Other typical firm descriptors — client segments, fee schedules, specific advisory activities and investment strategy details — are not provided in the available record. The sparse public profile and the recent SEC registration suggest the firm is at an early stage of its regulatory footprint or has chosen to keep business details private. There is no information in the source about institutional or retail focus, model delivery, or custodial relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Eric Beck

    Eric Beck

    Chief Compliance OfficerCRD 4824373

Contacts

3 of 5
  • Andrew Russum

    Andrew Russum

    Accounting ManagerCRD 8100848

  • Luke Thomas

    Luke Thomas

    PrincipalCRD 5884376

  • Dennis Azary

    Dennis Azary

    CCOCRD 2384263

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
1600 E 8th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth