Data / Investment advisers / Florida / Cayside Partners
Cayside Partners, Jupiter, FL: $438 million AUM, SEC registered investment adviser
Cayside Partners is an SEC registered investment adviser with its main office in Jupiter, Florida and reports $438 million in regulatory assets under management in its Form ADV filed September 24, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 306090
- SEC file number
- 801-129905
- SEC status
- Approved, effective April 29, 2024
- Legal name
- Cayside Partners, LLC
- Main office
- 364 Cypress Drive Suite 202, Jupiter, FL 33469
- Phone
- (561) 768-9621
- Regulatory AUM
- $437,981,294 in the Form ADV filed September 24, 2026
- Discretionary AUM
- $335,102,093
- Non discretionary AUM
- $102,879,201
- Accounts
- 145
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $3,000,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 69 | $361.2 million |
| Corporations or other businesses | Fewer than 5 | $76.4 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $331,619 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $438 million | September 24, 2026 |
| March 2, 2026 | $353 million | February 3, 2026 |
| December 1, 2025 | $314 million | June 20, 2025 |
Other advisers in Jupiter
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Voloridge | Jupiter | $36.17 billion | 5 | adviserinfo.sec.gov |
| Slatestone Wealth LLC | Jupiter | $1.76 billion | Not listed | adviserinfo.sec.gov |
| Inlet Private Wealth, LLC | Jupiter | $608.1 million | Not listed | adviserinfo.sec.gov |
| Daher Capital Group, LLC | Jupiter | $490 million | Not listed | adviserinfo.sec.gov |
| Core Wealth Management, Inc. | Jupiter | $404.7 million | Not listed | adviserinfo.sec.gov |
| One + One Wealth Management, LLC | Jupiter | $383 million | Not listed | adviserinfo.sec.gov |
| Aft, Forsyth and Company, Inc. | Jupiter | $258.6 million | Not listed | adviserinfo.sec.gov |
| Blackridge Asset Management, LLC | Jupiter | $216.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Jupiter, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Cayside Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.