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364 Cypress Drive Suite 202, Jupiter, FL 33469 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-07 |
Branch Locations
364 Cypress Drive Suite 202, Jupiter, FL 33469 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Am Global Family Investment Office | West Palm Beach | FL | 05/2012 | 12/2018 |
| Jpmorgan Chase Bank Na | Palm Beach Gardens | FL | 03/2021 | 03/2023 |
| Jpmorgan Securities Llc | Palm Beach Gardens | FL | 03/2021 | 03/2023 |
| Fwm Holdings | New York | NY | 01/2019 | 12/2020 |
| Lgl Partners Llc | West Conshohocken | PA | 01/2019 | 12/2020 |
| Forbes Family Trust | New York | NY | 01/2019 | 12/2020 |
| Cayside Partners | Tequesta | FL | 03/2023 | Present |
Entity Name: Skinny Waters Holdings Investment related: No "Address: 113 SE TURTLE CREEK DR Tequesta FL 33469" Nature of the other business: Restoration Services Position/Title/Relationship: Owner/Partner Start Date: 07/08/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am an investor and part owners in a business that owns and operates territories for a franchisor called All Dry Services. The LLC recently amended the name from Hickey Ventures to Skinny Waters Holdings. The nature of the business is water and mold restoration and remediation. Entity Name: Mango Collective LLC Investment related: No Address: 110 Fairview E Tequesta FL 33469 Nature of the other business: Investments Position/Title/Relationship: Owner/Partner Start Date: 08/19/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Holding company to make investments in a surf pool project. This is in the field of outdoor sports and surfing, there is not any connection to CaySide Partners. Entity Name: Back Nine Marine LLC Investment related: N "Address: 3910 RCA BLVD. PALM BEACH GARDENS, FL 33410 110 Fairview E Tequesta FL 33469" Nature of the other business: Water Sports Position/Title/Relationship: Owner/ Partner Start Date: 03/01/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is an LLC that owns a personal watercraft jointly with two other members of the LLC. This is purely for recreational use. Cayside Asset Management, LLC - POSITION: Managing Member Nature of the other business: Find projects to invest in that produce revenue or value INVESTMENT RELATED: Yes NUMBER OF HOURS: Less than 10% of work hours per month SECURITIES TRADING HOURS: 0 START DATE: 10/2023 ADDRESS: 364 Cypress Drive, Suite 202, Jupiter, FL 33469 DESCRIPTION: Invest in various types of projects that produce value
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-29 |
| S65 | Uniform Investment Adviser Law Examination | 2012-12-21 |
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