Cayside Partners

InvestorScreen: Done

Description

We are a multi-family office registered investment advisor (RIA) working exclusively for high net worth families, foundations, and family offices. We provide portfolio and investment management, alternative investments, including hedge funds, real estate, and private equity, and conflict-free advice. Cayside Partners has access to global investment opportunities across all asset classes. Cayside offers highly customizable solutions for each of our clients, consolidated asset reporting, and tailored advice for first generation wealth generators, business owners, family offices, and sophisticated investors. Cayside utilizes a tech stack of industry leading software, service providers, custody solutions, and technology. Cayside Partners is an SEC registered investment advisor. Firm is allowed to conduct business in states in which it is registered or exempt from registration. Testimonials, endorsements, or ratings were not solicited and not compensated directly or indirectly. No conflicts of interest exist between the advisor and any person providing such testimonial or endorsement.

AI Sector Summary

Cayside Partners is a wealth management firm and multi-family office rather than a direct private equity or search fund; they focus on asset allocation, hedge funds, and alternative investment advisory for high-net-worth clients.

Location

Jupiter, Florida, United States

Industry

Investment Management

Investor Type

family office

Target Sectors

generalist

Verticals

No verticals classified

Financials

Revenue

EBITDA

Employees

4

Founded

Sectors (from search)

financial_services · wealth management, investment advisory, alternative investments, portfolio management

Classify Status

Done

Prospects

0 people

No prospects linked to this account.

Outreach History

Outreach sequencing tables are not yet in Supabase.

ID: 4322Airtable: recWU0XdKedctrI8SCreated: 10/04/2026