# Jackson Square Capital

Jackson Square Capital is a Bank / Wealth / Trust based in San Francisco, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** jacksonsquarecap.com
- **LinkedIn:** https://www.linkedin.com/company/jacksonsquarecap

## Regulatory record

- **CRD number:** 300314
- **SEC file number:** 801-114780
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300314

## About

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.

## Questions

### 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.

## Related profiles

- [Jackson National Life Insurance Company](https://altss.com/profile/jackson-national-life-insurance-company)
- [Jackson Wealth Management](https://altss.com/profile/jackson-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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