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JACKSON SQUARE CAPITAL, LLC

SAN FRANCISCO, CA · CRD 300314 · IAPD ↗ · jacksonsquarecap.com · 415-854-5011

$564.3MRegulatory AUM
5Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — JACKSON SQUARE CAPITAL, LLC now reports custody of client assets ($25.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2026 — JACKSON SQUARE CAPITAL, LLC crossed $500M in regulatory AUM ($488.8M -> $564.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
June 2024 — JACKSON SQUARE CAPITAL, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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