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CAYSIDE PARTNERS
CAYSIDE PARTNERS, LLC
CRD 306090 · SEC 801-129905
364 CYPRESS DRIVE, SUITE 202, JUPITER, FL, 33469, United States
Phone
561-768-9621
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$353.0M
Discretionary AUM
$254.0M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsFAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 62 | $273.1M |
States served
TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD