JACKSON SQUARE CAPITAL, LLC
SEC RegisteredBuilt for you.
About the firm
Jackson Square Capital is a team of experienced professionals dedicated to delivering smart solutions to clients. Their approach is based on pragmatism, daily effort, and personalization, moving client assets forward through daily diligence, personalized service, and tailored strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth Advisory (long-term wealth accumulation planning, tax minimization strategies, intergenerational wealth transfer), Investment Management (custom portfolio construction, separately managed accounts, tax and cost efficiency, portfolio insurance via publicly-traded derivatives), and Executive Services (tax-efficient diversification strategies for company officers and business owners).
Who they serve
Clients seeking wealth advisory, investment management, and corporate executives and business owners facing tax-efficient diversification challenges.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 102 | $17M |
| High Net Worth Individuals | 503 | $514M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $16 |
| State/Municipal Entities | 11 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JACKSON SQUARE CAPITAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.