Cayside Partners provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and publishing newsletters. The firm advises 1 private fund.
Cayside Partners reports 69 clients. They include 69 high-net-worth individuals. Of its assets, 76.5% ($335M across 117 accounts) are managed with discretion; $103M across 28 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | <1% |
| High-net-worth individuals | 100% | 82% |
| Corporations and other businesses | Fewer than 5 | 17% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $332K | 0.1% | — |
| High-net-worth individuals | 69 | $361M | 82.5% | $5.24M |
| Corporations and other businesses | Fewer than 5 | $76.4M | 17.5% | — |
| Total | 69 | $438M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $332K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 69
- Regulatory AUM
- $361M
- AUM share
- 82.5%
- Avg. per client
- $5.24M
- Clients
- Fewer than 5
- Regulatory AUM
- $76.4M
- AUM share
- 17.5%
- Avg. per client
- —
Total
- Clients
- 69
- Regulatory AUM
- $438M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 0
Cayside Partners charges up to 1.50% a year for its Investment Advisory Services. The fee is billed in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Consolidated Reporting and Monitoring
- The annual fee for consolidated reporting and monitoring is a maximum of 0.50% of reported assets, negotiable, and billed monthly or quarterly.
- Family Office Services
- Family office service fees are negotiable and range from $25,000 to $1,000,000 on an annual basis, depending on the scope of services.
- Financial Planning
- Financial planning is charged in arrears as a negotiable fixed fee of $5,000 to $25,000 per project, or hourly at $500 to $1,250 per hour.
Tanner Strunk owns 25% to 50% of Cayside Partners. It has 4 employees.
Leadership
- Colin HickeyManaging Member
- Tanner StrunkManaging Member / CCO
- Todger StrunkManaging Member
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 soliciting firms
- Owns 25% to 50% of Cayside Partners, LLC
Tanner Strunk
Control person · since October 2019
- Owns 25% to 50% of Cayside Partners, LLC
Todger Strunk
Control person · since January 2023
- Owns 25% to 50% of Cayside Partners, LLC
Colin Hickey
Control person · since March 2023
Cayside Partners’ regulatory assets grew 2.7× from $162M (March 2024) to $438M (September 2026); clients rose from 40 to 69 and employees fell from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $438M | 69 | 4 | 1 |
| June 2025 | $314M | 53 | 4 | 1 |
| March 2024 | $162M | 40 | 5 | 1 |
Besides its headquarters, Cayside Partners has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 364 Cypress Drive, Suite 202, JupiterHQ
Contact and registration details
- Legal name
- Cayside Partners, LLC
- Headquarters
- 364 Cypress Drive, Suite 202, Jupiter, FL 33469
- Website
- caysidepartners.com
- Phone
- 561-768-9621
- @90603906
- SEC file
- 801-129905
- Structure
- Florida LLC
- Fiscal year end
- December
Cayside Partners uses Fidelity ($292M) as custodian for its separately managed accounts. Cayside Partners does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $292M100%
At year end, Cayside Partners’ separately managed accounts were mostly in stocks (55%) and funds (20%).
What the accounts hold
- Stocks55%
- Funds20%
- Bonds19%
- U.S. government and agency bonds15%
- State and local bonds4%
- Cash5%
- Other1%
- Derivatives1%
How many clients does Cayside Partners have?
Cayside Partners has 69 clients and manages $438 million for them, as of September 2026. They include 69 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 September 2026
What services does Cayside Partners offer?
Cayside Partners provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Cayside Partners charge?
Cayside Partners charges up to 1.50% a year for its Investment Advisory Services. The fee is billed in arrears and is negotiable.
Source: CAYSIDE PARTNERS, LLC ADV 2A BROCHURE, filed 24 September 2026
Which custodians does Cayside Partners use?
Cayside Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $292M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 September 2026
How many financial advisors does Cayside Partners have?
Cayside Partners has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cayside Partners invest in?
At the end of its last fiscal year, Cayside Partners’ separately managed accounts held 55% exchange-traded equities, 20% registered funds (mutual funds, ETFs, BDCs), 15% U.S. government and agency bonds, 5% cash and equivalents, 4% state and local bonds and 1% derivatives. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cayside Partners?
Cayside Partners’ direct owners are Tanner Strunk, Todger Strunk and Colin Hickey, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 24 September 2026
How does Cayside Partners get paid?
Cayside Partners is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cayside Partners?
Cayside Partners’ main office is at 364 Cypress Drive, Suite 202, Jupiter, FL 33469. Its phone number is 561-768-9621. Its website is caysidepartners.com.