1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2JACKSON SQUARE PARTNERS, LLC

Map pinLARKSPUR, CA
Phone415 635-0220
NotebookSEC #801-79255
Total AUM
$995.1M
Employees
4
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 LARKSPUR LANDING CIRCLE
SUITE 210
LARKSPUR
CA 94939
United States
Operating Hours
7:00AM TO 4:00PM PACIFIC
Monday - Friday
Phone
415 635-0220
Other Offices
1

ReceiptFinancials

Total AUM
$995.1M
Accounts
11
Discretionary
$995.1M
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
1
AUM
$1.1M
Investment Company Clients
2
AUM
$379.6M
Pooled Vehicle Clients
3
AUM
$52.7M
Pension/Profit Sharing Plan Clients
1
AUM
$189.5M
Charitable Organization Clients
1
AUM
$22M
Government Entity Clients
1
AUM
$350.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account