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CAYSIDE PARTNERS

JUPITER, FL · CRD 306090 · IAPD ↗ · 561-768-9621

$438.0MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
October 2026 — CAYSIDE PARTNERS now reports 1 private fund(s) ($3.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
45
May 2026 — CAYSIDE PARTNERS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
November 2024 — CAYSIDE PARTNERS reported RAUM up 73% ($162.5M -> $281.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2024 — CAYSIDE PARTNERS (JUPITER, FL) is newly SEC-registered with $162.5M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.