# Cayside Partners

> Cayside Partners is an SEC-registered investment advisory firm in Jupiter, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 306090
- Filed as: CAYSIDE PARTNERS
- Legal name: Cayside Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jupiter, FL
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306090
- AdvisorCensus page: https://advisorcensus.com/firm/cayside-partners-jupiter-fl-306090

## Quick answers

**How is Cayside Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Cayside Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Cayside Partners located?**
Cayside Partners' principal office is in Jupiter, FL, according to its Form ADV.

**Is Cayside Partners registered with the SEC or a state?**
Cayside Partners is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 306090.

**How much does Cayside Partners manage?**
Cayside Partners reports $437,981,294 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (77% discretionary).

**How have Cayside Partners' assets and staff changed since 2024?**
In the Form ADV data for Cayside Partners: Regulatory assets under management: $162,495,036 in the October 2024 data and $437,981,294 in the October 2026 data, up 170%. Total employees: 5 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cayside Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (69).

**Which custodians does Cayside Partners use?**
Cayside Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Cayside Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306090

**Does Cayside Partners state an account minimum?**
Its Form ADV Part 2A brochure dated February 3, 2026 says: "CSP does not require minimum account sizes for its services."

**What changed in Cayside Partners' recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $353,000,257 to $437,981,294 (+24%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated February 3, 2026)

- Account minimum: None

> CSP does not require minimum account sizes for its services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $437,981,294
- Discretionary: $335,102,093
- Non-discretionary: $102,879,201

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $331,619 |
| High net worth individuals | 69 | $361,219,463 |
| Corporations or other businesses not listed above | Fewer than 5 | $76,430,212 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- caysidepartners.com
- Instagram @cayside_partners
- LinkedIn @90603906

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $162,495,036 | 5 | March 15, 2024 |
| October 2025 | $313,960,128 | 4 | June 20, 2025 |
| October 2026 | $437,981,294 | 4 | September 24, 2026 |

Regulatory assets under management: $162,495,036 in the October 2024 data and $437,981,294 in the October 2026 data, up 170%.
Total employees: 5 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $353,000,257 to $437,981,294 (+24%).

### May 2026
- Registered or notice-filed in TX.

### March 2026
- Regulatory assets under management went from $313,960,128 to $353,000,257 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cayside Partners (CRD 306090): Form ADV filing data as of October 2026.