|
⚲
|
| Keyboard |
| Jackson Square Capital LLC
✚
|
|
|---|---|
| CRD # | 300314 |
| SEC # | 801-114780 |
| CIK # | 0001812178 |
| AUM | 564.3 M (2026-03-25) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-854-5011 |
| Address | 595 Market Street San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001812178 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 36.2 | ||
| Micron Technology Inc | 35.0 | ||
| Apple Inc | 29.6 | ||
| Broadcom Inc | 23.2 | ||
| Lumentum Holdings Inc | 17.6 | ||
| Lilly Eli & Co | 17.1 | ||
| Alphabet Inc | 16.3 | ||
| II-VI Inc | 15.8 | ||
| Amazon Com Inc | 13.8 | ||
| GS Acquisition Holdings Corp | 11.5 | ||
| Caterpillar Inc | 10.7 | ||
| KLA Tencor Corp | 10.1 | ||
| Cisco Systems Inc | 9.8 | ||
| Arista Networks Inc | 9.2 | ||
| Linde PLC | 8.6 | ||
| TJX Companies Inc /DE/ | 8.4 | ||
| Microsoft Corp | 8.3 | ||
| Lam Research Corp | 8.0 | ||
| GE Vernova Inc | 7.9 | ||
| Corning Inc /NY | 7.4 | ||
| Costco Wholesale Corp /NEW | 6.9 | ||
| Alcoa Inc | 6.5 | ||
| Alphabet Inc | 5.9 | ||
| Dow Inc | 4.3 | ||
| ARM Holdings PLC /UK | 4.3 | ||
| Merck & Co Inc | 4.2 | ||
| Johnson & Johnson | 4.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 17.5 |
| (b) Individuals (high net worth individuals) | 503 | 513.5 |
| (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 | 0.0 |
| (h) Charitable organizations | 11 | 3.3 |
| (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 | 14 | 30.0 |
| (n) Other | 0 | 0.0 |
| Total | 631 | 564.3 |
| By Discretionary | ||
| Discretionary | 571 | 520.9 |
| Non-Discretionary | 60 | 43.4 |
| Total | 631 | 564.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 564.3 | |
| Total | 631 | 564.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001812178] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Correct Capital Wealth Management LLC
✚
|
MO | 889.3 M |
|
Jackson Square Capital LLC
✚
|
CA | 564.3 M |
|
Paces Ferry Wealth Advisors LLC
✚
|
GA | 491.2 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Elite Retirement Planning LLC
✚
|
IA | 568.8 M |
|
Talis Advisory Services LLC
✚
|
TX | 568.8 M |
|
First Kentucky Securities Corporation
✚
|
KY | 566.0 M |
|
Atticus Wealth Management LLC
✚
|
FL | 565.3 M |
|
Reedmark Advisors LLC
✚
|
NJ | 564.6 M |
|
Boyum Wealth Architects LLC
✚
|
MN | 564.0 M |
|
Dara Capital US Inc
✚
|
FL | 563.1 M |
|
Brooklyn FI LLC
✚
|
NY | 563.1 M |
|
Capital Investment Management Inc
✚
|
MO | 558.9 M |
|
Guidance Point Advisors LLC
✚
|
558.3 M |