Jackson Square Capital provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and publishing newsletters.
Jackson Square Capital reports 631 clients. They include 503 high-net-worth individuals, 102 individual clients, and 14 corporations and other businesses. Of its assets, 92.3% ($521M across 571 accounts) are managed with discretion; $43.4M across 60 accounts are not. A wrap fee program the firm both sponsors and manages holds $530M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 16% | 3% |
| High-net-worth individuals | 80% | 91% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 2% | <1% |
| Corporations and other businesses | 2% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 102 | $17.5M | 3.1% | $171K |
| High-net-worth individuals | 503 | $514M | 91.0% | $1.02M |
| Pension and profit-sharing plans | Fewer than 5 | $16 | 0.0% | $16 |
| Charitable organizations | 11 | $3.34M | 0.6% | $304K |
| Corporations and other businesses | 14 | $30M | 5.3% | $2.14M |
| Total | 631 | $564M | 100% | — |
- Clients
- 102
- Regulatory AUM
- $17.5M
- AUM share
- 3.1%
- Avg. per client
- $171K
- Clients
- 503
- Regulatory AUM
- $514M
- AUM share
- 91.0%
- Avg. per client
- $1.02M
- Clients
- Fewer than 5
- Regulatory AUM
- $16
- AUM share
- 0.0%
- Avg. per client
- $16
- Clients
- 11
- Regulatory AUM
- $3.34M
- AUM share
- 0.6%
- Avg. per client
- $304K
- Clients
- 14
- Regulatory AUM
- $30M
- AUM share
- 5.3%
- Avg. per client
- $2.14M
Total
- Clients
- 631
- Regulatory AUM
- $564M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Jackson Square Capital charges 0.50%–1.50% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable.
Fee details and sources
Andrew Graham owns 75% or more of Jackson Square Capital. Andrew Graham is CEO. It has 6 employees, 5 of them in advisory roles.
Leadership
Andrew GrahamChief Executive Officer- Stacy SizemoreChief
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Jackson Square Capital, LLC
Andrew Graham
Control person · since March 2019
Jackson Square Capital’s regulatory assets grew 1.8× from $309M (January 2021) to $564M (March 2026); clients rose from 286 to 631 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $564M | 631 | 6 | 1 |
| February 2025 | $489M | 524 | 6 | 1 |
| May 2024 | $394M | 551 | 6 | 1 |
| May 2023 | $316M | 469 | 6 | 1 |
| March 2022 | $395M | 378 | 4 | 1 |
| January 2021 | $309M | 286 | 5 | 1 |
Besides its headquarters, Jackson Square Capital has 0 offices, with 1 listed address in California.
California · 1 listed address
- 595 Market Street, Suite 1340, San FranciscoHQ
Contact and registration details
- Legal name
- Jackson Square Capital, LLC
- Headquarters
- 595 Market Street, Suite 1340, San Francisco, CA 94105
- Website
- jacksonsquarecap.com
- Phone
- 415-854-5011
- @jacksonsquarecap
- SEC file
- 801-114780
- Structure
- California LLC
- Fiscal year end
- December
Jackson Square Capital uses Pershing ($534M) as custodian for its separately managed accounts. Jackson Square Capital has custody of $25.7M in client assets for 34 clients.
- PershingPershing Advisor Solutions LLC · Smithfield, RI · $534M100%
At year end, Jackson Square Capital’s separately managed accounts were mostly in stocks (82%). Its reported 13F holdings for the quarter ended 30 June 2026 total $719M across 138 positions; the largest are Micron Technology Inc. (14.6%), Nvidia Corporation (5.8%) and Apple Inc. (4.7%).
What the accounts hold
- Stocks82%
- Funds6%
- Bonds8%
- Investment grade corporate bonds4%
- U.S. government and agency bonds2%
- State and local bonds2%
- Cash2%
- Other2%
- Alternatives2%
Reported 13F holdings
- $719M
- Reported 13F value
- 138
- Positions
- 48.5%
- In the 10 largest
- +50.7%
- Value vs. prior quarter
- Micron Technology Inc.14.6%
- Nvidia Corporation5.8%
- Apple Inc.4.7%
- Alphabet Inc. · Cap Stk CL A4.3%
- Broadcom Inc.3.9%
- Coherent Corp.3.5%
- Eli Lilly & CO3.1%
- Lumentum Hldgs Inc.2.9%
- KLA Corp.2.9%
- Amazon Com Inc.2.8%
Together, the ten largest are 48.5% of reported value.
How many clients does Jackson Square Capital have?
Jackson Square Capital has 631 clients and manages $564 million for them, as of March 2026. They include 503 high-net-worth individuals, 102 individual clients, and 14 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Jackson Square Capital offer?
Jackson Square Capital provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Jackson Square Capital charge?
Jackson Square Capital charges 0.50%–1.50% a year for its Wealth Management Fees. The fee is billed in advance and is negotiable.
Source: JACKSON SQUARE CAPITAL DISCLOSURE BROCHURE, filed 25 March 2026
Which custodians does Jackson Square Capital use?
Jackson Square Capital’s separately managed account assets are held at Pershing Advisor Solutions LLC (Smithfield, RI), with $534M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Jackson Square Capital have?
Jackson Square Capital has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Jackson Square Capital invest in?
At the end of its last fiscal year, Jackson Square Capital’s separately managed accounts held 82% exchange-traded equities, 6% registered funds (mutual funds, ETFs, BDCs), 4% investment grade corporate bonds, 2% U.S. government and agency bonds, 2% state and local bonds, 2% cash and equivalents and 2% other. The 2% other category is described as: Alternatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jackson Square Capital?
Jackson Square Capital’s direct owner is Andrew Graham (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Jackson Square Capital get paid?
Jackson Square Capital is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Jackson Square Capital registered with the SEC?
Yes, Jackson Square Capital has been registered with the SEC as an investment adviser since 11 March 2019. Its CRD number is 300314 and its SEC file number is 801-114780.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact Jackson Square Capital?
Jackson Square Capital’s main office is at 595 Market Street, Suite 1340, San Francisco, CA 94105. Its phone number is 415-854-5011. Its website is jacksonsquarecap.com.