Third Stage Investment Group, LLC
Firm details
- Headquarters
- Bellevue, Washington
- CRD number
- 141951
- Registered since
- October 17, 2006
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Third Stage Investment Group, LLC is an SEC-registered investment adviser formed as a limited liability company and owned by an individual. The firm’s primary business activity is portfolio management for businesses or institutional clients. It operates on a percentage-of-assets-under-management fee model and is not characterized as a capital allocator. Third Stage is not an active ESG investor and does not operate as a multi-state adviser. The firm maintains industry roles beyond pure advisory work: it is identified as a related adviser and has affiliations consistent with acting as a sponsor, general partner or managing member of pooled investment vehicles, and with registrations that align with CPO/CTA or other adviser activity. That suggests the firm both advises external clients and can participate in structuring or managing pooled vehicles alongside third-party managers.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Bellevue, WA
King
Location
Bellevue, WA
Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 400 112th Ave Ne
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Emerald Advisors, LLC
RIABellevue, WA
Boone Wealth Advisors, LLC
RIABellevue, WA
Strategic Asset Alliance
RIABellevue, WA
Evergreen Capital Management LLC
RIABellevue, WA
Threadline Wealth
RIABellevue, WA
Auxano Advisors
RIABellevue, WA