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firm profile

Cayside Partners

RIA Jupiter, FL CRD 306090 Last verified October 2026

Overview

Cayside Partners is an SEC registered investment adviser based in Jupiter, FL, registered since 2020. It reports $438M in assets under management across 145 accounts, with 4 employees. It has 5 investment adviser representatives.

Reported AUM
$438M
Discretionary
77%
Accounts
145
Average account
$3M
Employees
4
Advisory reps
5
Registered since
2020
Jurisdictions
3

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Other Advisory Services
  • Periodicals or Newsletters
  • Selection of Other Advisors
Client types
  • High Net Worth Individuals
Fee structure
Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 3

Advisory reps 3 of 5

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters
364 Cypress Dr Ste 202
Jupiter, FL 33469
County
Palm Beach
Metro area
Miami-Fort Lauderdale-Pompano Beach, FL
Region
South

Registrations

Every state, with registration dates

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