THREE LAKES ADVISORS, INC.

THREE LAKES ADVISORS, INC. is an SEC-registered investment adviser (CRD 110103). Regulatory assets under management: $19.9M.

Registration

• CRD: 110103
• Type: Registered investment adviser
• Phone: 203-869-4046
• Latest filing: 2026-03-30
• Regulatory AUM: $19.9M
• Discretionary AUM: $19.9M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 110103 on SEC IAPD (source of record)
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