Cayside Partners

Overview

Cayside Partners is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves individual and family clients and positions itself as a capital allocator that both manages portfolios and selects outside managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and the publication of newsletters or periodicals. Cayside uses a mix of fee arrangements — percentage of AUM, hourly, fixed fees, and performance-based fees — and is not identified as an active ESG investor. Cayside also lists industry roles beyond advisory work: it functions as a sponsor, general partner, or managing member of pooled investment vehicles, which aligns with its capital-allocation activity and its operation of at least one private pooled fund.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices