{"url":"https://nivawealth.com/firms/cayside-partners-306090","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/306090","regulatoryAum":437981294,"crd":"306090","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5803336","suffix":null,"lastName":"Hickey","firstName":"Colin","middleName":"J."},{"crd":"7559212","suffix":null,"lastName":"Mariani","firstName":"Joseph","middleName":"Anthony"},{"crd":"6356314","suffix":null,"lastName":"Rhea","firstName":"Michael","middleName":"Douglas"},{"crd":"6079179","suffix":null,"lastName":"STRUNK","firstName":"TANNER","middleName":null},{"crd":"5161511","suffix":null,"lastName":"STRUNK","firstName":"TODGER","middleName":"ALLEN"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-03-15","regulatoryAum":162495036,"clients":40,"employees":5,"offices":1},{"filedOn":"2025-06-20","regulatoryAum":313960128,"clients":53,"employees":4,"offices":1},{"filedOn":"2026-09-24","regulatoryAum":437981294,"clients":69,"employees":4,"offices":1}],"secFileNumber":"801-129905","legalName":"Cayside Partners, LLC","displayName":"Cayside Partners","slug":"cayside-partners-306090","website":"https://caysidepartners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/306090/973ec73974f16887-r1.webp","tone":"dark","width":1042,"height":200,"sourceUrl":"https://www.caysidepartners.com/","sourceLabel":"Cayside Partners, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/90603906/admin/feed/posts/","founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"364 Cypress Drive, Suite 202","city":"Jupiter","state":"FL","stateName":"Florida","country":"United States","postalCode":"33469"},"tradeNames":[],"registration":{"secApproved":"29 April 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":4,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":2},"aum":{"regulatory":437981294,"discretionary":335102093,"discretionaryAccounts":117,"nonDiscretionary":102879201,"nonDiscretionaryAccounts":28,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":null,"fewerThan5":true,"regulatoryAum":331619},{"label":"High-net-worth individuals","clients":69,"regulatoryAum":361219463},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":76430212}],"feePrograms":[{"role":"main","program":"Investment Advisory Services","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058934","versionId":1058934,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-09-24","documentName":"CAYSIDE PARTNERS, LLC ADV 2A BROCHURE","fee_rate_low":null,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Consolidated Reporting and Monitoring","summary":"The annual fee for consolidated reporting and monitoring is a maximum of 0.50% of reported assets, negotiable, and billed monthly or quarterly.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058934","versionId":1058934,"submittedOn":"2026-09-24","documentName":"CAYSIDE PARTNERS, LLC ADV 2A BROCHURE"},{"role":"other","program":"Family Office Services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058934","versionId":1058934,"submittedOn":"2026-09-24","documentName":"CAYSIDE PARTNERS, LLC ADV 2A BROCHURE"},{"role":"other","program":"Financial Planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058934","versionId":1058934,"submittedOn":"2026-09-24","documentName":"CAYSIDE PARTNERS, LLC ADV 2A BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T10:48:13.180106+00:00","documents":[{"name":"CAYSIDE PARTNERS, LLC ADV 2A BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058934","versionId":1058934,"submittedOn":"2026-09-24"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":292087500}],"custodyNote":"Cayside Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Colin Hickey","title":"Managing Member","crd":"5803336"},{"name":"Tanner Strunk","title":"Managing Member / CCO","crd":"6079179"},{"name":"Todger Strunk","title":"Managing Member","crd":"5161511"}],"ownership":[{"label":"Tanner Strunk","detail":"Managing member / cco in the 25% to 50% ownership band and a control person, since October 2019."},{"label":"Todger Strunk","detail":"Managing member in the 25% to 50% ownership band and a control person, since January 2023."},{"label":"Colin Hickey","detail":"Managing member in the 25% to 50% ownership band and a control person, since March 2023."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"364 Cypress Drive, Suite 202","city":"Jupiter","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"561-768-9621","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["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"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":55},{"label":"U.S. government/agency bonds","percent":15},{"label":"U.S. state and local bonds","percent":4},{"label":"Derivatives","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":20},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":1},"sources":{"adv1FilingDate":"24 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/306090/PDF/306090.pdf","brochureDate":"24 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058934","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Cayside Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cayside Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Cayside Partners charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cayside Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cayside Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cayside Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cayside Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cayside Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Cayside Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 24 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}