SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Jackson Square Capital, LLC
San Francisco, CA
CRD 300314
Firm filing updated March 25, 2026 ·
- $564.3MAssets
- 5Advisory staff
- 631Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals503
- Individuals102
- Corporations or other businesses14
- Charities11
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 102 | $17.5 million |
| High net worth individuals | 503 | $513.5 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $16 |
| Charitable organizations | 11 | $3.3 million |
| Corporations or other businesses not listed above | 14 | $30.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 4 services
- Publication of periodicals or newsletters
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
Assets and accounts
- Regulatory assets$564.3 million
- Accounts631
- Discretionary$520.9 million · 571 accounts
- Non-discretionary$43.4 million · 60 accounts
People
- Employees6
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 300314, SEC file 801-114780.
- Registered with the SEC as an investment advisor (status date on record: March 11, 2019).
Is Jackson Square Capital, LLC a fiduciary?
Short answer: Jackson Square Capital, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.