Comprehensive Asset Management,
Built Around You

Discretionary Portfolio Management

Third Lake offers full-scale portfolio management with a customized strategic asset allocation plan tailored to each unique client and managed by a seasoned investment team that sources, underwrites and monitors every investment. Third Lake provides ongoing investment oversight for family offices and institutional clients.

Investment Consulting & Advisory

Third Lake brings together a select group of sophisticated institutional investment organizations and family offices in a collaborative environment to enhance the collective group.  Third Lake provides these clients with a full suite of traditional investment consulting services, which include asset allocation analysis, manager due diligence, investment reporting and macroeconomic analysis.

Family Office Solutions

Third Lake works with clients to structure a resilient portfolio to achieve both long- and short-term goals and financial objectives. Portfolios are invested across Third Lake and externally managed vehicles with the goal of minimizing fees and maximizing risk-adjusted returns to meet each client's specific mandate.

Alternative Asset Sleeves

Third Lake manages specialized investment verticals through separately managed accounts and fund-of-funds across private equity, venture capital and private credit. We aim to provide exposure to these asset classes through both fund investments and co-investments, leveraging our relationships with fund managers cultivated through decades of investment management experience in these markets.