DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Cayside Partners
Legal name Cayside Partners, LLC
Latest filing Apr 2, 2026
First filing on the tape Mar 15, 2024 · 6 filings
SEC status approved since Apr 29, 2024
RAUM
$353M
reported, Item 5.F
Discretionary
72%
of RAUM
Private clients
77%
$273M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$70.6M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$353M as of Apr 2, 2026
Mar 28, 2025$314M then
HNW client RAUM$273M as of Apr 2, 2026
Mar 28, 2025$228M then
State-registered IARs (5.B.3)4 as of Apr 2, 2026
Mar 28, 20254 then
Employees (5.A)4 as of Apr 2, 2026
Mar 28, 20254 then
Private funds: no history
RAUM +12% over the last fiscal yearIARs 4 to 4
Practice profile
derived from the filing of Apr 2, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $70.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.4MderivedHNW RAUM over HNW clients
- Average account
- $2.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 72%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.8derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, publications, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$273M77%
- Corporations and businesses$79.5M23%
- Individuals$319,5470.1%
- Individual clients
- n/areported
- HNW clients
- 62reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 140reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.77 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Tanner Strunk | Jupiter, Fl | Feb 10, 2025 | 12 y | 0 |
| Todger Allen Strunk | Jupiter, Fl | Feb 11, 2025 | 18 y | 4 |
| Joseph Anthony Mariani | Jupiter, Fl | Mar 3, 2025 | 11 y | 0 |
| Colin J. Hickey | Jupiter, Fl | Jan 7, 2026 | 14 y | 2 |
| Michael Douglas Rhea | Jupiter, Fl | May 20, 2026 | 10 y | 1 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Michael Douglas Rhea from Morgan StanleyMay 20, 2026 · Wirehouse to independent RIA
- Colin J. Hickey from J.P. Morgan Securities LLCJan 7, 2026 · Wirehouse to independent RIA
- Todger Allen Strunk from Aethos Investment ManagementFeb 11, 2025 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- J. Colin Hickey · Managing Membercontrolsince 03/2023 · owns 25% to 50%
- Tanner Strunk · Managing Member / Ccocontrolsince 10/2019 · owns 25% to 50%
- Allen Todger Strunk · Managing Membercontrolsince 01/2023 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Jupiter, Fl · principal | 5 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 53 to 140Jun 20, 2025 to Feb 3, 2026
- Corporate clients · 8.0 to unsetJun 20, 2025 to Feb 3, 2026
- HNW clients · 38 to 62Jun 20, 2025 to Feb 3, 2026
- Individual clients · 7.0 to unsetJun 20, 2025 to Feb 3, 2026
- Discretionary RAUM · $192M to $254MJun 20, 2025 to Feb 3, 2026
- HNW RAUM · $228M to $273MJun 20, 2025 to Feb 3, 2026
- Individual RAUM · $1.3M to $319,547Jun 20, 2025 to Feb 3, 2026
- Non-discretionary RAUM · $122M to $99.0MJun 20, 2025 to Feb 3, 2026
- RAUM · $314M to $353MJun 20, 2025 to Feb 3, 2026
- Financial planning clients · 0 to 0Mar 28, 2025 to Jun 20, 2025
- Corporate clients · 6 to 8Oct 23, 2024 to Mar 28, 2025
- HNW clients · 43 to 38Oct 23, 2024 to Mar 28, 2025
- Individual clients · unset to 7.0Oct 23, 2024 to Mar 28, 2025
- Discretionary RAUM · $167M to $192MOct 23, 2024 to Mar 28, 2025
- HNW RAUM · $198M to $228MOct 23, 2024 to Mar 28, 2025
- Individual RAUM · $834,271 to $1.3MOct 23, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $114M to $122MOct 23, 2024 to Mar 28, 2025
- RAUM · $282M to $314MOct 23, 2024 to Mar 28, 2025
- Accounts · 44 to 53Mar 15, 2024 to Oct 23, 2024
- Advisory activities · 2 to 5Mar 15, 2024 to Oct 23, 2024
- Corporate clients · 5 to 6Mar 15, 2024 to Oct 23, 2024
- HNW clients · 35 to 43Mar 15, 2024 to Oct 23, 2024
- Employees · 5 to 4Mar 15, 2024 to Oct 23, 2024
- Discretionary RAUM · $102M to $167MMar 15, 2024 to Oct 23, 2024
- HNW RAUM · $105M to $198MMar 15, 2024 to Oct 23, 2024
- Individual RAUM · $554,204 to $834,271Mar 15, 2024 to Oct 23, 2024
- Non-discretionary RAUM · $60.4M to $114MMar 15, 2024 to Oct 23, 2024
- RAUM · $162M to $282MMar 15, 2024 to Oct 23, 2024
Signals
2 dated events
- Cayside Partners reported RAUM $281.8M, up 73% from $162.5M (2024-03-15 to 2024-10-23)Oct 23, 2024 · RAUM change · derived
- Cayside Partners filed its initial SEC registration (Form ADV)Mar 15, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Cayside Partners · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Business email
- client@caysidepartners.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 561-768-9621reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/90603906/admin/feed/postsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- CAYSIDEPARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 561-768-9621reportedpublic record, Form ADV, Apr 2, 2026
- Team page
- caysidepartners.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $70.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026