1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CAYSIDE PARTNERS

Map pinJUPITER, FL
Phone561-768-9621
NotebookSEC #801-129905
Total AUM
$353M
Employees
4
Clients
64

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
364 CYPRESS DRIVE
SUITE 202
JUPITER
FL 33469
United States
Operating Hours
9-6PM
Monday - Friday
Phone
561-768-9621

ReceiptFinancials

Total AUM
$353M
Accounts
140
Discretionary
$254M
Accounts
115
Non-Discretionary
$99M
Accounts
25

ContactClients

View more in analytics →

Individual Clients
1
AUM
$319.5K
HNW Individual Clients
62
AUM
$273.1M
Corporation or Business Clients
1
AUM
$79.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account