Jackson Square Partners, LLC
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Learn more about Jackson Square Partners, LLC
Overview
Jackson Square Partners, LLC operates as a financial advisory firm based in San Francisco, California. The firm administers $3.8 billion in total assets across 33 client accounts, making it one of the largest firms in the country by assets under management (AUM). The company has a small team, including 12 financial advisors. Jackson Square Partners, LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like stocks, options and bonds.
Jackson Square Partners, LLC oversees all of its accounts in a discretionary manner. Discretionary management signifies that transaction decisions for the client's account are made by an investment advisor without requiring client consent. The investment advisory firm oversees roughly $116.1 million for each client account. The typical financial advisor at Jackson Square Partners, LLC administers around three client accounts, making it one of the most personalized firms in the country.
The firm's main office is located at One Letterman Drive, San Francisco, California 94129-1492. The company is legally permitted to provide services to clients throughout 3 states, including California, New Hampshire and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Jackson Square Partners, LLC by the Numbers
$3.8 billion
25
33
$116.1 million
Fee Structure
A financial advisor's fees typically depend on the financial services offered. Fee types billed by the firm can consist of some combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with investment companies, pooled investment vehicles and pension plans. Out of its 33 customers, Jackson Square Partners, LLC's largest client group by number of accounts is pension plans. Just 9% of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Jackson Square Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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