# Jackson Square Capital, LLC

> Jackson Square Capital, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 300314
- Filed as: JACKSON SQUARE CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300314
- AdvisorCensus page: https://advisorcensus.com/firm/jackson-square-capital-llc-san-francisco-ca-300314

## Quick answers

**How is Jackson Square Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Jackson Square Capital, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Jackson Square Capital, LLC located?**
Jackson Square Capital, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Jackson Square Capital, LLC registered with the SEC or a state?**
Jackson Square Capital, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300314.

**How much does Jackson Square Capital, LLC manage?**
Jackson Square Capital, LLC reports $564,289,498 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (92% discretionary).

**How have Jackson Square Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Jackson Square Capital, LLC: Regulatory assets under management: $309,405,773 in the October 2021 data and $564,289,498 in the October 2026 data, up 82%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Jackson Square Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (503); individuals (other than high net worth individuals) (102); corporations or other businesses not listed above (14).

**Which custodians does Jackson Square Capital, LLC use?**
Jackson Square Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Jackson Square Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300314

**Does Jackson Square Capital, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "The Firm does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in Jackson Square Capital, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $488,825,282 to $564,289,498 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: None

> The Firm does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $564,289,498
- Discretionary: $520,929,437
- Non-discretionary: $43,360,061

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $17,465,625 |
| High net worth individuals | 503 | $513,505,033 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $16 |
| Charitable organizations | 11 | $3,342,479 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 14 | $29,976,345 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2019 (7 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, MA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [jacksonsquarecap.com](https://jacksonsquarecap.com)
- Facebook @jacksonsquarecapital
- LinkedIn @jacksonsquarecap
- X @jacksonsq_cap

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $309,405,773 | 5 | September 17, 2021 |
| October 2022 | $394,708,588 | 4 | March 11, 2022 |
| October 2023 | $316,408,074 | 6 | May 23, 2023 |
| October 2024 | $393,689,952 | 6 | May 7, 2024 |
| October 2025 | $488,825,282 | 6 | February 11, 2025 |
| October 2026 | $564,289,498 | 6 | March 25, 2026 |

Regulatory assets under management: $309,405,773 in the October 2021 data and $564,289,498 in the October 2026 data, up 82%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $488,825,282 to $564,289,498 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jackson Square Capital, LLC (CRD 300314): Form ADV filing data as of October 2026.