Jackson Square Capital, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 300314
- Registered since
- March 11, 2019
- Website
- jacksonsquarecap.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI91%
- Corporations / Businesses5.31%
- Individuals3.1%
- Charitable Organizations0.59%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Jackson Square Capital, LLC is an independent registered investment advisor that reports SEC registration beginning in 2019 and is owned by an individual. The firm serves both individual & family clients and institutional accounts, charging fees as a percentage of assets under management. Its advisory services emphasize financial planning and discretionary portfolio management for individuals and small businesses, and the firm also performs selection of outside managers and circulates periodic publications or newsletters. Jackson Square identifies itself as a capital allocator and is not positioned as an ESG-focused advisor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Public Funds/Mutual Funds6%
- Investment Grade Corp Bonds4%
- US Government Bonds2%
- State & Local Bonds2%
Owners & executives
1 of 1
Stacy Sizemore
Chief Compliance OfficerCRD 4052029
Contacts
3 of 5Andrew Graham
FounderCRD 1325229
Max O'rourke
Investment AdvisorCRD 7567306
Kristina Joy Torrealba
Director of OperationsCRD 6746840
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$31.2M in ETFs
100%
$31.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $9M | 12,118 | 28.98% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 595 Market St
- Time zone
- PT (UTC-8)
- Office locations
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