Asset Management Solutions | Third Lake Partners

Core Tenants

Alignment

As an independently owned and operated firm, Third Lake serves as a fiduciary to all our clients

Long-Term Approach

Perpetual investment time horizon with a focus on long-term capital preservation and growth

Economies of Scale

Ability to negotiate lower management fees and minimize expenses associated with third-party providers by aggregating our clients’ assets

Boutique Access

Providing institutional-quality back-office support and infrastructure with direct access to the investment personnel dedicated to your portfolio

Our Approach

A Disciplined Framework for Every Client

Our dedicated team of investment professionals leverages decades of industry experience to deliver bespoke, results-driven strategies tailored to our clients' unique financial goals. By customizing each client portfolio, we ensure alignment with your specific financial vision and objectives.

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 Solutions

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.

By the numbers

A Track Record Built on Trust

Since our founding in 2019, Third Lake Partners has grown through disciplined investing and deep client relationships. Our results speak to the confidence our partners place in us and the outcomes we deliver together.

50+

years combined
experience

$750M

Commitments to
External Fund Managers

$100M

Direct & Co-Investment Transaction Value

40+

Direct and Co-Investment
Transactions

Investment Philosophy

How We Think About Investing

Our approach to portfolio management is grounded in a set of core beliefs that guide every decision we make on behalf of our clients.

Common sense investing in complex assets

Investment opportunities and portfolio returns are enhanced when market inefficiencies are present

Our success is a culmination of decades of meeting with the best investors globally – identifying the common winning traits

Identify mispriced assets that provide asymmetric upside while avoiding competitive markets

Partner with the best managers through a rigorous institutional-quality due diligence process

Long-Term Partnerships

Working Alongside Trusted Partners

Third Lake Partners has grown through close, long-term relationships. We work with clients who value collaboration and thoughtful dialogue, and we seek partners who contribute expertise and expand the opportunity set.

Our goal is to build a strong network of investors and operators aligned with a long-term perspective.

Work With Us

Our team