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| Jackson Square Capital LLC
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|---|---|
| CRD # | 300314 |
| SEC # | 801-114780 |
| CIK # | 0001812178 |
| AUM | $316.4 MM (2023-03-28) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 415-854-5011 |
| Address | 230 California Street San Francisco, CA 94111 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 12.9 | |
| MSFT | 1,918,222.4 | 9.5 | |
| ABBV | 269,466.6 | 9.0 | |
| LLY | 301,789.7 | 8.8 | |
| AMZN | 1,092,997.8 | 7.8 | |
| TMO | 209,733.6 | 6.5 | |
| NVDA | 399,550.0 | 6.4 | |
| MU | 64,610.3 | 5.7 | |
| DHR | 183,136.1 | 5.2 | |
| V | 419,260.5 | 5.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 5.3 |
| (b) Individuals (high net worth individuals) | 382 | 291.9 |
| (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 | 0.3 |
| (h) Charitable organizations | 9 | 2.2 |
| (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 | 15 | 16.7 |
| (n) Other | 0 | 0.0 |
| Total | 469 | 316.4 |
| By Discretionary | ||
| Discretionary | 193 | 211.6 |
| Non-Discretionary | 276 | 104.8 |
| Total | 469 | 316.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 316.4 | |
| Total | 469 | 316.4 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001812178] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Correct Capital Wealth Management LLC
✚
|
MO | 0.6 |
|
Jackson Square Capital LLC
✚
|
CA | 0.3 |
|
Paces Ferry Wealth Advisors LLC
✚
|
GA | 0.3 |
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Narus Financial Partners LLC
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UT | 0.3 |
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Montgomery Investment Management Inc
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MD | 0.3 |
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OR | 0.3 |
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AZ Apice Capital Management LLC
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FL | 0.3 |
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AZ | 0.3 |
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MD | 0.3 |
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Kennicott Capital Management LLC
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CA | 0.3 |
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Noble Family Wealth LLC
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FL | 0.3 |
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Uncommon Cents Investing LLC
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WI | 0.3 |
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Cedar Wealth Management LLC
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CA | 0.3 |