← Back to searchVisit website
JACKSON SQUARE CAPITAL, LLC
CRD 300314 · SEC 801-114780
595 MARKET STREET, SUITE 1340, SAN FRANCISCO, CA, 94105, United States
Phone
415-854-5011
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$564.3M
Discretionary AUM
$520.9M
Team
6 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $17.5M |
| High net worth individuals | 503 | $513.5M |
| Pension/profit sharing plans | 1 | $16 |
| Charitable organizations | 11 | $3.3M |
| Corporations/business entities | 14 | $30.0M |
States served
CA, MA, TX
All web addresses on file
Official SEC filing: View on IAPD