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Cayside Partners

Updated today

Client assets under management

$273,460,000

Clients

62

100% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

16

Very Low

Average account size

$4,410,645

About

Cayside Partners provides investment advisory services to individuals, families and business clients, and also acts for retirement plan trustees and sponsors. Its services include discretionary and non-discretionary portfolio management, financial planning, consolidated reporting, and customizable family office services.

The firm builds client portfolios around written investment policy statements, strategic asset allocation, and a mix of fundamental and technical analysis drawing on third-party research and internal data models, with regular monitoring and periodic account reports. While CSP emphasizes long‑term, diversified allocations, its disclosures state it will adopt features such as options, margin or short‑sale strategies (and other derivatives in separately managed accounts) when requested by a client, and it documents the associated risks.

Compared with many teams of similar size, Cayside highlights several operational distinctions: it manages roughly $353 million and advises additional assets, offers consolidated reporting and family‑office style services, and supports retirement‑plan education and employee communication programs including seminars/workshops. The firm also discloses the use of third‑party providers that employ artificial intelligence/machine‑learning (with attendant data‑risk controls) and maintains a recommended custodian relationship to centralize execution and reporting.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Family office services

Expertise

Wealth management Multi-generational wealth transfer Charitable giving & philanthropy

Fee options

Fixed

Financial planning fixed fees range from $5,000 to $25,000 per project

Project-based

Hourly fees range from $500 to $1,250 per hour

Other

Fee-only: Financial planning fixed fees range from $5,000 to $25,000 per project; hourly fees range from $500 to $1,250 per hour

Main office location

Cayside Partners

364 Cypress Drive, Suite 202

Jupiter FL 33469, United States

Number of offices

1

Most active in

Florida · New Hampshire · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Joseph M

Series 65

Jupiter, FL

Cayside Partners

Joseph Mariani is a financial advisor at Cayside Partners in Jupiter, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Cayside Partners, he worked at PopStroke and Allied Wealth Partners, and he has a background in education at Fordham University and The Benjamin School. Cayside Partners serves individuals, families, and businesses with portfolio management, financial planning, retirement plan consulting, and family office services. The firm manages approximately $314 million in assets and uses strategic asset allocation supported by fundamental and technical analysis.

Wealth management Multi-generational wealth transfer Charitable giving & philanthropy
user avatar

Colin H

Series 65, Series 66

Jupiter, FL

Cayside Partners

Colin Hickey is a financial advisor at Cayside Partners with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including JPMorgan Securities LLC, Forbes Family Trust, and AM Global Family Investment Office. Outside of his advisory role, he is involved in several business ventures including water and mold restoration services and investments related to outdoor sports. Cayside Partners serves individuals, families, and businesses by providing portfolio management, financial planning, retirement plan consulting, and family office services. The firm manages approximately $314 million in assets and employs strategic asset allocation informed by fundamental and technical analysis.

Wealth management Multi-generational wealth transfer Charitable giving & philanthropy
user avatar

Tanner S

Series 63, Series 65

Jupiter, FL

Cayside Partners

Tanner Strunk is a financial advisor at Cayside Partners in Jupiter, FL, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bofa Securities, Merrill Lynch, and Cowen and Company. Strunk is also the managing member of Cayside Asset Management, LLC, which invests in various revenue-producing projects. Cayside Partners serves individuals, families, and businesses with portfolio management, financial planning, retirement plan consulting, and family office services. The firm manages approximately $314 million in assets and uses strategic asset allocation informed by fundamental and technical analysis.

Wealth management Multi-generational wealth transfer Charitable giving & philanthropy
user avatar

Todger S

Series 65, Series 66

Jupiter, FL

Cayside Partners

Todger Strunk is a financial advisor at Cayside Partners with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Aethos Investment Management, Suntrust Advisory Services, and GenSpring Family Offices. Strunk is also the managing member of Cayside Asset Management, LLC, which invests in projects that produce revenue or value. Cayside Partners serves individuals, families, and businesses with portfolio management, financial planning, retirement plan consulting, and family office services. The firm manages approximately $314 million in assets and employs strategic asset allocation informed by fundamental and technical analysis.

Wealth management Multi-generational wealth transfer Charitable giving & philanthropy
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