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Cayside Partners

Cayside Partners. CRD 306090

Cayside Partners logo

CRD: 306090

Cayside Partners

Jupiter, FL, 33469
5617689621
www.caysidepartners.com
$353.0M Total AUM
$254.0M Disc. AUM
-- 3Y CAGR
4 Employees
62 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
06-25-2020
Office Locations
1

Office Locations

364 Cypress Drive Suite 202 Jupiter FL

About Cayside Partners

Cayside Partners is a boutique multi-family office and RIA in Jupiter, FL providing independent, highly tailored wealth management for wealthy families, business owners, first-generation wealth creators, and foundations. The firm delivers investment management across traditional and alternative strategies, consolidated reporting, and multi-generational planning with a strong financial education focus. Uses an open-architecture approach and primarily custodians at Fidelity/NFS.

Team overview

-- AVG AGE
$88.3M AVG AUM / ADVISOR
$5.7M AVG AUM / CLIENT
3.1 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Delta legacy Glacier Timber pathway

Client Personas

Meridian

Custodian

Timber frontier Catalyst Glacier fusion Signal Alpha Frontier delta Capital

Investment Themes

Horizon value Glacier Oak north

Investment Vehicles

Ember eagle

Platform

Alpha vector

Services

Bridge Frontier Eagle timber Focus Matrix Peak delta Ember delta Delta unison

Owner & Executives

C

Colin J. Hickey

Founder, Managing Member, Managing Partner

CRD
#5803336
Ownership
25% but less than 50%
(279) 984-9710
frontier.oak@unisoncapital.com
in linkedin.com/in/focus-signal
TANNER STRUNK

TANNER STRUNK

Chief Compliance Officer, Managing Member

CRD
#6079179
Ownership
25% but less than 50%
(650) 443-7723
timber.vertex@focuscapital.com
in linkedin.com/in/bridge-crest
D

Delta matrix

Ridge insight harbor

CRD
#33409
Ownership
1.5%
(263) 770-7910
meridian.atlas@radialcapital.com
in linkedin.com/in/vital-alpha

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Contacts

J

Joseph Anthony Mariani

--

CRD
#7559212
(512) 785-9797
atlas.matrix@primecapital.com
in linkedin.com/in/quantum-oak
M

Michael Douglas Rhea

--

CRD
#6356314
(280) 694-3905
peak.pathway@horizoncapital.com
in linkedin.com/in/catalyst-pioneer

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-23-2024
06-20-2025
04-02-2026
Category Assets AVG. Account size
Discretionary $253,995,202 $2,208,654
Non-Discretionary $99,005,055 $3,960,202
Total $353,000,257 $2,521,430

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Separately Managed Accounts

Total SMA Asset: $353,000,257

$353.0M Total SMA
Equity - Exchange:
19.8%
Public Funds:
7.4%
U.S. Government/Agency:
16.6%
Cash:
17.8%
Municipal Bonds:
20.3%
Derivatives:
18.1%
Asset class Assets Assets %
Equity - Exchange $1,400,595,475 19.8%
Public Funds $523,454,875 7.4%
U.S. Government/Agency $1,174,236,610 16.6%
Cash $1,259,121,185 17.8%
Municipal Bonds $1,435,964,048 20.3%
Derivatives $1,280,342,328 18.1%
Total $7,073,714,521 100.0%

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