Bank / Wealth / TrustRIA · CRD 300314SEC-Registered

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Jackson Square Capital

Jackson Square Capital was established in 2019, filing as a registered investment advisor with the SEC. The San Francisco-based firm advises individuals,...

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Jackson Square Capital

Jackson Square Capital was established in 2019, filing as a registered investment advisor with the SEC. The San Francisco-based firm advises individuals, trusts, and business entities, offering portfolio management and financial planning — the classic scaffolding of a modern RIA. Its founding team has not publicly detailed wealth-origin ties to a specific family or operating business, positioning the firm as an independent advisory practice rather than a single-family office or institutional spinout. The firm's investment posture bridges public-market portfolio construction with private-market access, though specific vehicle structures remain undisclosed. Public records do not reveal dedicated fund families, SPV series, or co-investment clubs. Its Form ADV filings describe discretionary and non-discretionary account management for a mix of high-net-worth and non-high-net-worth clients, a client composition that differentiates it from pure-play family offices or institutional allocators. The geographic footprint is anchored in Northern California. Team size, total regulatory assets under management, and adjacent philanthropic or operating vehicles have not been independently verified or cited by the firm in public disclosures. No dated operational events — fund closes, personnel moves, or strategy shifts — have been reported in the last 24 months by major financial publications. The firm maintains a low public profile consistent with a boutique wealth advisory practice operating below the threshold of mandatory public fund reporting. Jackson Square Capital's structural differentiator is its regulatory posture as a direct-to-client RIA unaffiliated with a major bank, broker-dealer, or family-office balance sheet. This independent architecture gives it procurement flexibility across custodians and alternative platforms, though it also means sourcing, diligence, and manager-access burdens fall fully on the internal team — a constraint that shapes its scale ceiling as long as headcount remains undisclosed.

General information

Firm type

Bank / Wealth / Trust

Year founded

2019

AUM

Undisclosed

Location

Region

North America

Country

United States

City

San Francisco

Corporate office

San Francisco, CA, United States

Frequently asked questions

How is Jackson Square Capital structured as a regulated entity?

Jackson Square Capital is structured as a registered investment advisor (RIA) regulated by the SEC, not a broker-dealer or family office. This registration subjects the firm to fiduciary obligations on discretionary accounts and mandates public disclosure via Form ADV. The firm's filings describe a client base of individuals, trusts, and business entities without indicating an institutional or multi-family-office pivot.

Does Jackson Square Capital operate any dedicated fund vehicles?

No dedicated fund vehicles — private equity funds, hedge funds, or interval funds — have been publicly associated with Jackson Square Capital. The firm's Form ADV describes individually managed accounts with both discretionary and non-discretionary mandates. This structure is typical of boutique wealth-management RIAs that prioritize direct client-level portfolio customization over pooled product offerings.

What differentiates Jackson Square Capital from a traditional family office?

Jackson Square Capital serves multiple unrelated clients — individuals and business entities — under an SEC-registered advisory framework, which distinguishes it from a single-family office serving one family's balance sheet. Unlike a multi-family office, the firm has not disclosed aggregated family-capital partnerships, shared deal-access clubs, or consolidated reporting platforms across multiple wealthy families.

Which asset classes does Jackson Square Capital allocate to for its clients?

The firm structures portfolios across public equities, fixed income, and alternative assets, according to its fiduciary profile, though it has not publicly itemized specific sub-strategies or manager rosters. Without disclosed private fund commitments or direct-deal portfolios, the allocation framework appears to emphasize liquid, publicly traded securities alongside select private-market exposures where custodial access permits.

What is Jackson Square Capital's known posture on co-investments or pooled vehicles?

Jackson Square Capital has not disclosed any co-investment programs, club-deal structures, or pooled investment vehicles sponsored or syndicated by the firm. Its transactional posture — direct individual-account management — implies that co-investment alongside external GPs, if any, occurs on a bespoke client-by-client basis rather than through a firm-level pooled entity.

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