Cayside Partners

Overview

Cayside Partners is an independent registered investment adviser organized as an LLC that positions itself as a capital allocator for high-net-worth individuals and families. The firm combines traditional portfolio management and financial planning with the selection of third‑party managers — it both manages discretionary mandates and places clients into external funds and strategies. Investment activity centers on equities, with a clear allocation preference toward exchange‑traded instruments, while alternatives such as hedge funds and real estate are used as complementary sleeves. Cayside Partners charges fees on a percentage‑of‑AUM basis and also offers hourly and fixed‑fee engagements, and it publishes periodic content for clients and prospects. The firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices