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| Cayside Partners LLC
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| |
|---|---|
| CRD # | 306090 |
| SEC # | 801-129905 |
| CIK # | |
| AUM | $162.5 MM (2024-03-15) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 561-801-0970 |
| Address | 364 Cypress Drive Jupiter, FL 33469 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.6 |
| (b) Individuals (high net worth individuals) | 35 | 104.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 57.4 |
| (n) Other | 0 | 0.0 |
| Total | 44 | 162.5 |
| By Discretionary | ||
| Discretionary | 39 | 102.1 |
| Non-Discretionary | 5 | 60.4 |
| Total | 44 | 162.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.5 | |
| Total | 44 | 162.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Black Knight Wealth Management LLC
✚
|
TX | 0.2 |
|
Secure Planning LLC
✚
|
NH | 0.2 |
|
Gregory Lyle & Co
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|
WA | 0.2 |
|
Ledgewood Wealth Advisors LLC
✚
|
NH | 0.2 |
|
Woodfield Financial Advisors Inc
✚
|
IL | 0.2 |
|
Sandia Wealth Management LLC
✚
|
NM | 0.2 |
|
Drawbridge Capital LLC
✚
|
OK | 0.2 |
|
8th Street Investments LLC
✚
|
VA | 0.2 |
|
Red Mountain Financial LLC
✚
|
CO | 0.2 |
|
Douglass Investment Group LLC
✚
|
KS | 0.2 |