Cayside Partners

RIASEC RegisteredEst. 2024
Total AUM
$438M
Discretionary
$335M
77% of AUM
Avg account
$3M
Accounts
145
Employees
4
Advisory reps
5

Firm details

Headquarters
Jupiter, Florida
CRD number
306090
Registered since
April 29, 2024
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI82.47%
  • Corporations / Businesses17.45%
  • Individuals0.08%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Cayside Partners is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves individual and family clients and positions itself as a capital allocator that both manages portfolios and selects outside managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and the publication of newsletters or periodicals. Cayside uses a mix of fee arrangements — percentage of AUM, hourly, fixed fees, and performance-based fees — and is not identified as an active ESG investor. Cayside also lists industry roles beyond advisory work: it functions as a sponsor, general partner, or managing member of pooled investment vehicles, which aligns with its capital-allocation activity and its operation of at least one private pooled fund.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 55%, Public Funds/Mutual Funds 20%, US Government Bonds 15%, Cash & Cash Equivalents 5%, State & Local Bonds 4%, Derivatives 1%55%
  • Exchange Traded Equities55%
  • Public Funds/Mutual Funds20%
  • US Government Bonds15%
  • Cash & Cash Equivalents5%
  • State & Local Bonds4%

Contacts

3 of 5
  • Todger Strunk

    Todger Strunk

    Managing PartnerCRD 5161511

  • Michael Rhea

    Michael Rhea

    Director, Portfolio ManagerCRD 6356314

  • Colin Hickey

    Colin Hickey

    Co-Founder & Managing PartnerCRD 5803336

Unlock 2 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Jupiter, FL

Palm Beach

Location

Jupiter, FL

Headquartered in Jupiter, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
364 Cypress Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth