Cayside Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jupiter, FL. Its latest Form ADV filing, dated April 2, 2026, reports $353M in regulatory assets under management, 4 employees, and 140 accounts.
Assets Under Management
$353M
Employees
4
Offices
--
Total Clients
62
Primary office
JUPITER, FL
364 CYPRESS DRIVE, SUITE 202, JUPITER, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
62
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$353Mas of April 2, 2026
Discretionary72.0%
$254M
72% of total RAUM72.0%
Non-discretionary28.0%
$99M
28% of total RAUM28.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$353M
Total Accounts140
10Y AUM Change+$191M (+117.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee16:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.