SAN FRANCISCO, CACRD 300314Latest ADV March 25, 2026
Jackson Square Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 25, 2026, reports $564M in regulatory assets under management, 6 employees, and 631 accounts.
Assets Under Management
$564M
Employees
6
Offices
--
Total Clients
631
Primary office
SAN FRANCISCO, CA
595 MARKET STREET, SUITE 1340, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 79.7% of total clients.
Top client categories% of clientsClients
1
HNWI
79.7%
503
2
Individuals
16.2%
102
3
Corporations
2.2%
14
4
Charitable
1.7%
11
5
Pension Plans
0.2%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$564Mas of March 25, 2026
Discretionary92.3%
$521M
92% of total RAUM92.3%
Non-discretionary7.7%
$43M
8% of total RAUM7.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$564M
Total Accounts631
10Y AUM Change+$564M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee105:1
10Y Employee Change+3 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.