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- Custodian
- RBC · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-02-1997
- Office Locations
- 1
Office Locations
About Three Lakes Advisors, Inc.
Three Lakes Advisors delivers futures and options solutions for institutional and retail investors, helping clients manage risk and adjust exposures through liquid, transparent markets. The firm provides access to multiple vetted FCM relationships and hands-on operational support—from account setup to customized reporting—along with clearing, execution, and compliance guidance backed by 20+ years of experience.
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Owner & Executives
DAVID AUSTIN KELLY
Chief Compliance Officer, Founder, President, TREASURER
- CRD
- #2778402
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,879,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,879,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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