THIRD LAKE ASSOCIATES, LLC
Firm details
- Headquarters
- TAMPA, Florida
- CRD number
- 324388
- Registered since
- January 19, 2024
Firm profile
FINTRXOverview
Third Lake Associates, LLC is organized as a limited liability company and is recorded as having registered with the SEC in 2024. The firm is classified in the dataset as "unclassified." Ownership is listed as a combination of a domestic entity and an individual. The snapshot indicates the firm is not identified as a capital allocator, is not an active ESG investor, and is not designated as a pension consultant or related adviser. The firm has limited descriptive information about its advisory activities, client segments, fee schedule, or investment philosophy in the available record. There are no firm-provided details on services such as financial planning, discretionary portfolio management, or family office functions.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2STEWART OLDFIELD
Chief Executive OfficerCRD 3167083
ERIC BECK
Chief Compliance OfficerCRD 4824373
Contacts
3 of 5Andrew Russum
Accounting ManagerCRD 8100848
LUKE THOMAS
PrincipalCRD 5884376
DENNIS AZARY
CCOCRD 2384263
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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