Jackson Square Capital, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 300314
- Registered since
- March 11, 2019
- Website
- jacksonsquarecap.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI91%
- Corporations / Businesses5.31%
- Individuals3.1%
- Charitable Organizations0.59%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Jackson Square Capital, LLC is an independent, limited liability RIA that positions itself as a capital allocator for both high-net-worth individuals and institutional clients. The firm is SEC registered (2019) and operates on a percentage-of-AUM fee model. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, selection of outside advisers, and the publication of periodic newsletters. Jackson Square Capital is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Public Funds/Mutual Funds6%
- Investment Grade Corp Bonds4%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$40.6M in ETFs
100%
$40.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $9.3M | 12,152 | 22.82% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 595 Market St
- Time zone
- PT (UTC-8)
- Office locations
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