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JACKSON SQUARE PARTNERS, LLC

LARKSPUR, CA · CRD 170064 · IAPD ↗ · jspartners.com · 415 635-0220

$995.1MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2026 — JACKSON SQUARE PARTNERS, LLC (LARKSPUR, CA) left the SEC roster (was $995.1M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
48
April 2025 — JACKSON SQUARE PARTNERS, LLC reported RAUM down 68% ($3.11B -> $995.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2025 — JACKSON SQUARE PARTNERS, LLC shrank from 8 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
September 2024 — JACKSON SQUARE PARTNERS, LLC moved its main office from SAN FRANCISCO, CA to LARKSPUR, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2024 — JACKSON SQUARE PARTNERS, LLC shrank from 12 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.