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| 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) |
|---|
| CIK | Period |
|---|---|
| 0001812178 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 31.1 | ||
| Broadcom Inc | 23.6 | ||
| Microsoft Corp | 19.6 | ||
| Amazon Com Inc | 18.1 | ||
| Lilly Eli & Co | 15.8 | ||
| Micron Technology Inc | 14.3 | ||
| Apple Inc | 13.9 | ||
| Cyberark Software Ltd | 10.4 | ||
| AT&T Inc | 10.2 | ||
| Alphabet Inc | 9.3 | ||
| Netflix Inc | 8.9 | ||
| Spotify Technology Sa | 8.6 | ||
| Arista Networks Inc | 8.4 | ||
| Cloudflare Inc | 8.1 | ||
| KLA Tencor Corp | 8.0 | ||
| Marvell Technology Inc | 7.5 | ||
| Costco Wholesale Corp /NEW | 7.4 | ||
| Facebook Inc | 7.0 | ||
| II-VI Inc | 6.6 | ||
| GS Acquisition Holdings Corp | 6.4 | ||
| ARM Holdings PLC /UK | 6.2 | ||
| Boston Scientific Corp | 6.0 | ||
| SAP SE | 5.8 | ||
| Trimble Navigation Ltd /CA/ | 5.2 | ||
| Linde PLC | 5.0 | ||
| Constellation Energy Corp | 4.9 | ||
| TJX Companies Inc /DE/ | 4.8 | ||
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| AUM Breakdown | Accounts | AUM ($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 ($B) |
|---|---|---|
|
Correct Capital Wealth Management LLC
✚
|
MO | 0.9 |
|
Jackson Square Capital LLC
✚
|
CA | 0.5 |
|
Paces Ferry Wealth Advisors LLC
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|
GA | 0.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
GEN Financial Management Inc
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|
MN | 0.5 |
|
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 |
|
Hiltop Partners LLC
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|
IN | 0.5 |
|
Herold Advisors Inc
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NY | 0.5 |
|
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 |
|
Global View Investment Advisors LLC
✚
|
SC | 0.5 |