Cayside Partners

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

364 S Cypress Dr Ste 202, Tequesta, Flor...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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Feb
Mar
Apr
May
Jun
ZI Rank
1
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About Cayside Partners

Cayside Partners is a multi-family office and investment firm based in Jupiter, FL, that provides highly tailored investment solutions and independent advice for wealthy families, business owners, and foundations. The firm specializes in personalized wealth management, offering services such as investment management, alternative investments, and consolidated reporting. With a focus on financial education and multi-generational advisory, Cayside Partners empowers clients to navigate complex investment landscapes and sustain long-term wealth. Their goal is to simplify clients' lives by serving as a trusted advisor for sophisticated investment and personal finance needs.Explore more
Cayside Partners's Social MediaPopular SearchesCayside PartnersSIC Code 62,628NAICS Code 52,523Show more

Cayside Partners Org Chart

PhoneEmail
CH
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Co-Founder & Managing Partner

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TS
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Managing Partner

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TS
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Managing Partner

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JM
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Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cayside Partners

<$5M
11-50
Private
-
-
CH
Colin HickeyCo-Founder & Managing Partner
$8.2M
11-50
Private
<$5M
1991
SS
Scott StChief Financial Officer
$6M
11-50
Private
-
-
N/A
$5.6M
11-50
Private
-
1988
ME
Michael EngelsonChief Operating Officer & Managing Director
<$5M
11-50
Private
<$5M
1982
Karl Wellner, President & Chief Executive Officer at Papamarkou Wellner Asset Management
Karl WellnerPresident & CEO
<$5M
11-50
Private
-
2014
WJ
Wei JiangManaging Director
<$5M
1-10
Private
-
2008
SM
Sadie McCarthyInvestor Relations Marketing Analyst
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cayside Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cayside Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cayside Partners.

Cayside Partners Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Cayside Partners

What is Cayside Partners's official website?
Cayside Partners's official website is www.caysidepartners.com
What is Cayside Partners's Revenue?
Cayside Partners's revenue is <$5 Million
What is Cayside Partners's SIC code?
Cayside Partners's SIC: 62,628
What is Cayside Partners's NAICS code?
Cayside Partners's NAICS: 52,523
How many employees does Cayside Partners have?
Cayside Partners has 11-50 employees
What industry does Cayside Partners belong to?
Cayside Partners is in the industry of: Finance, Securities Trading
What is Cayside Partners competition?
Cayside Partners top competitors include: Papamarkou Wellner Asset Management, Delphin Investments, Sandler Capital Management, Highmore Group Advisors
What technology does Cayside Partners use?
Some of the popular technologies that Cayside Partners uses are: Squarespace Online Stores, Adobe Typekit, Squarespace, Microsoft Dynamics 365 Business Central
What does Cayside Partners do?

Cayside Partners is a multi-family office and investment firm based in Jupiter, FL, that provides highly tailored investment solutions and independent advice for wealthy families, business owners, and foundations. The firm specializes in personalized wealth management, offering services such as investment management, alternative investments, and co... nsolidated reporting. With a focus on financial education and multi-generational advisory, Cayside Partners empowers clients to navigate complex investment landscapes and sustain long-term wealth. Their goal is to simplify clients' lives by serving as a trusted advisor for sophisticated investment and personal finance needs.Read More

What are Cayside Partners social media links?
Cayside Partners Linkedin page
Is Cayside Partners a public company?
Cayside Partners is private company therefore does not currently have an official ticker symbol
See more information about Cayside Partners

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