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| Happy Holidays!! thanks for using AUM13F!! |
| Jackson Square Capital LLC
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| CRD # | 300314 |
| SEC # | 801-114780 |
| CIK # | 0001812178 |
| AUM | $488.8 M (2025-02-11) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 415-854-5011 |
| Address | 595 Market Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 31.1 | ||
| Broadcom Inc | 23.6 | ||
| Microsoft Corp | 19.6 | ||
| Amazon Com Inc | 18.1 | ||
| Lilly Eli & Co | 15.8 | ||
| Micron Technology Inc | 14.3 | ||
| Apple Inc | 13.9 | ||
| Cyberark Software Ltd | 10.4 | ||
| AT&T Inc | 10.2 | ||
| Alphabet Inc | 9.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 13.4 |
| (b) Individuals (high net worth individuals) | 413 | 445.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.5 |
| (h) Charitable organizations | 8 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 25.9 |
| (n) Other | 0 | 0.0 |
| Total | 524 | 488.8 |
| By Discretionary | ||
| Discretionary | 238 | 284.5 |
| Non-Discretionary | 286 | 204.4 |
| Total | 524 | 488.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 488.0 | |
| Total | 524 | 488.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001812178] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Correct Capital Wealth Management LLC
✚
|
MO | 0.9 |
|
Jackson Square Capital LLC
✚
|
CA | 0.5 |
|
Paces Ferry Wealth Advisors LLC
✚
|
GA | 0.4 |
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GEN Financial Management Inc
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|
MN | 0.5 |
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Alta Wealth Advisors LLC
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MA | 0.5 |
|
Guidance Point Advisors LLC
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0.5 | |
|
OLIO Financial Planning LLC
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VA | 0.5 |
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Hiltop Partners LLC
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IN | 0.5 |
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Herold Advisors Inc
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NY | 0.5 |
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Trinity Portfolio Advisors LLC
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TX | 0.5 |
|
Bridgeport Financial Solutions LLC
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AZ | 0.5 |
|
DB Fitzpatrick & Co Inc
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ID | 0.5 |
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Global View Investment Advisors LLC
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SC | 0.5 |