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Building 2JACKSON SQUARE CAPITAL, LLC

Map pinSAN FRANCISCO, CA
Phone415-854-5011
NotebookSEC #801-114780
Total AUM
$564.3M
Employees
6
Clients
631

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
595 MARKET STREET
SUITE 1340
SAN FRANCISCO
CA 94105
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
415-854-5011

ReceiptFinancials

Total AUM
$564.3M
Accounts
631
Discretionary
$520.9M
Accounts
571
Non-Discretionary
$43.4M
Accounts
60

ContactClients

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Individual Clients
102
AUM
$17.5M
HNW Individual Clients
503
AUM
$513.5M
Pension/Profit Sharing Plan Clients
1
AUM
$16
Charitable Organization Clients
11
AUM
$3.3M
Corporation or Business Clients
14
AUM
$30M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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