Overview
Assets Under Management: $489 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 413
Average Client Assets: $1 million
Frequently Asked Questions
JACKSON SQUARE CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300314), JACKSON SQUARE CAPITAL, LLC is subject to fiduciary duty under federal law.
JACKSON SQUARE CAPITAL, LLC is headquartered in SAN FRANCISCO, CA.
JACKSON SQUARE CAPITAL, LLC serves 413 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, JACKSON SQUARE CAPITAL, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
JACKSON SQUARE CAPITAL, LLC manages $489 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, JACKSON SQUARE CAPITAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 413
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.16
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 524
Discretionary Accounts: 238
Non-Discretionary Accounts: 286
Regulatory Filings
CRD Number: 300314
Last Filing Date: 2025-02-11 00:00:00
Website: https://tru-ind.com