CAYSIDE PARTNERS
CAYSIDE PARTNERS, LLC Legal Name
Adviser information for CAYSIDE PARTNERS last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 39 | $102.1M |
| Non-Discretionary | 5 | $60.4M |
| Total | 44 | $162.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $554,204 |
| HNW Individuals | 35 | $104.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $57.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-129905 |
|---|---|
| SEC ERA File Number | 801-129905 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 306090 |
| Legal Entity Identifier | None |
Principal Office
364 CYPRESS DRIVESUITE 202
JUPITER
FL
United States
Monday - Friday, 9-6PM
Tel: 561-801-0970, Fax: None
Chief Compliance Officer
TANNER STRUNK
MANAGING MEMBER
364 CYPRESS DRIVE
SUITE
JUPITER
FL
United States
Tel:
561-801-0970
T*@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STRUNK, TANNER | Individual | – | MANAGING MEMBER / CCO | 10/2019 | 25-50% |
| STRUNK, TODGER, ALLEN | Individual | – | MANAGING MEMBER | 01/2023 | 25-50% |
| Hickey, Colin, J. | Individual | – | MANAGING MEMBER | 03/2023 | 25-50% |