Investment adviser · CRD 306090
CAYSIDE PARTNERS
Investment adviser filing (IA)
CAYSIDE PARTNERS, LLC
JUPITER, FL, United States · Form ADV filed Sep 24, 2026
- Regulatory AUM
- $438M Form ADV · Item 5.F
- Client accounts
- 145 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 69 | $361,219,463 | 82.5% |
| Corporations & businesses | Fewer than 5 | $76,430,212 | 17.5% |
| Individuals | Fewer than 5 | $331,619 | 0.1% |
Filing source
Form ADV 2134158 · Sep 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CAYSIDE VENTURE SPV LLCOther Private Fund · Last reported Sep 24, 2026$3MGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-4255780052
- Reported beneficial owners
- 3
- Minimum commitment
- $20K
- Form D file number
- 021-2155896
Form ADV 2134158 · Sep 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
364 CYPRESS DRIVE, SUITE 202JUPITER, FL, 33469, United States
CRD 306090
Filing source
Form ADV 2134158 · Sep 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.