JACKSON SQUARE CAPITAL, LLC

Overview

Jackson Square Capital, LLC is an independent, SEC-registered RIA that manages discretionary equity-oriented portfolios for individuals, families and some institutional clients. The firm runs a fee-for-AUM business model and positions itself as a capital allocator: it builds concentrated equity exposures while selectively using third-party managers and funds where appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, the selection of other advisers, and production of client communications such as newsletters. Investment activity shows a clear preference for exchange-traded equities and direct stock ownership, supported by a smaller sleeve of ETFs for tactical or broad-market exposure. The firm is not an active ESG investor and does not list pension consulting or multi-state advisory as primary activities. Jackson Square Capital’s approach combines in-house equity selection with allocations to external alternative managers when they need niche exposure or diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices