Partner & CIO of Asset Management Solutions · Third Lake Partners, LLC
Case W. Fell
CRD 5138513 · Named on Form ADV at one SEC-registered adviser
At a glance
Third Lake Partners, LLC, an SEC-registered asset manager based in Tampa, FL with $6.0 billion in regulatory assets, lists Case W. Fell on its Form ADV as Partner & CIO of Asset Management Solutions.
Firms and roles
- Third Lake Partners, LLCPartner & CIO of Asset Management SolutionsAsset manager · Tampa, FL · $6.0B in regulatory assets
AtlasMembers
Case’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Robert S. ForsytheFounder & Senior Managing Partner, Third Lake Partners, LLC
- Kristopher S. WalkerChief Compliance Officer, Third Lake Partners, LLC
- Luke A. ThomasManaging Partner & Head of Real Estate, Third Lake Partners, LLC
- Nathan P. SheldonPartner & Head of Structured Products, Third Lake Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Case’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.