SourcingSourcing

CAYSIDE PARTNERS, LLC

C43
CRD 306090·SEC 801-129905·JUPITER, FL
AUM
$353.0M
$100M-$500M
Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAYSIDE PARTNERS, LLC
CRD
306090
SEC file #
801-129905
EIN
—
DBA names
Cayside Partners

Economics

AUM
$353.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$314.0M → $353.0M▲ +12%
Client mix
Individuals High Net Worth62

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
JUPITER FL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersPublication of periodicals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/02/2026
ADV-W filed at
—
Website
linkedin.com/company/90603906/admin/feed/posts(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Hickey, Colin, J.
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Hickey, Colin, J.
STRUNK, TANNER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:cayside.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4566
Soi Zip Pct 200k Plus
0.2444
Soi Zip Returns 200k Plus
1970
Soi Zip Total AGI
3,138,020
Fdic Zip Total Deposits
14,989,703,000
Fdic Zip Branch Count
236
Fdic Zip Top Banks
TD Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
NationsBank of Florida, N.A.Tequesta, FL
Sun Bank/Treasure Coast, National AssociationJensen Beach, FL
Fdic Zip HHI
756.86
Fdic Zip Top Bank Share Pct
14.89
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI18,093
Returns1,570
Stub 2
AGI41,479
Returns1,120
Stub 3
AGI58,157
Returns940
Soi Zip Total Business Income
63,046
Soi Zip Total Cap Gains
1,290,693
Soi Zip Total Dividends
233,702
Soi Zip Total Returns
8,060
Top Owner CRD
5803336
Trust Company Affiliate
No

People (5)

5
STRUNK, TODGER, ALLEN
IAR · Direct Owner · 37.5%
5161511
STRUNK, TANNER
IAR · Direct Owner · 37.5%
6079179
Hickey, Colin, J.
IAR · Direct Owner · 37.5%
5803336
Joseph Anthony Mariani
IAR
7559212
Michael Douglas Rhea
IAR
6356314