Jackson Square Partners, LLC (San Francisco)

Jackson Square Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and model-based portfolio weights provided to other investment advisers. these assets are treated as assets under advisement. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jackson Square Partners: assets under management

The assets under management (AUM) of Jackson Square Partners, LLC is $16.78 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -33% since the beginning of its operation, and $3.09 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $16.78 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $279.65 million each.

Investments

The firm invests in exchange traded securities the most. They account for 97% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 3% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jackson Square Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Jackson Square Partners serves?

The firm provides services to investment companies, pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Jackson Square Partners is investment companies with 13 clients and $7.94 billion of assets under management. Among the 9 most similar advisory firms, Jackson Square Partners has the 2nd highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $16.61 billion for 55 clients. 18% of the firm’s clients are foreign persons or businesses.

Jackson Square Partners doesn't advise any private funds.

Careers at Jackson Square Partners, LLC

The company employs 27 people that are either part- or full-time employees. 41 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 22 indirect owners.

Based in San Francisco

The principal office where Jackson Square Partners, LLC performs its advisory services is located at 101 California Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415 635-0213 or by fax 415-840-0441. The normal business hours are 9:00am to 5:00pm pacific on Monday - Friday. You can find more information about the New York firm at jspartners.com.

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