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JACKSON SQUARE CAPITAL, LLC
CRD 300314File 801-114780
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$564.3M
Above cohort median (national)
Discretionary AUM
$520.9M
Non-discretionary $43.4M
Clients
631
631 accounts
Employees
6
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 11, 2019
- Principal office
- 595 MARKET STREET, SUITE 1340, SAN FRANCISCO, CA, 94105
- Phone
- 415-854-5011
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $564.3M
- Discretionary AUM
- $520.9M
- Non-discretionary AUM
- $43.4M
- Discretionary accounts
- 571
- Non-discretionary accounts
- 60
- Total accounts
- 631
- AUM per client
- $894K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 14 | $30.0M |
| Charitable organizations | 11 | $3.3M |
| High net worth individuals | 503 | $513.5M |
| Pension and profit sharing plans | Fewer than 5 | $16 |
| Individuals (other than high net worth individuals) | 102 | $17.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.