JACKSON SQUARE PARTNERS, LLC
Latest filing: Mar 24, 2025 (38 days ago)
AUM
$995,138,314
-68% change vs. 1 year ago
-92% change vs. 3 years ago
-95% change vs. 5 years ago
-96% change vs. 10 years ago
Employee Count
4
-80% change vs. 1 year ago
-87% change vs. 3 years ago
-85% change vs. 5 years ago
-79% change vs. 10 years ago
Main Office
LARKSPUR, CA
700 LARKSPUR LANDING CIRCLE, LARKSPUR, CA, UNITED STATES, 94939
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.0 |
| Non-Discretionary | $0.0 |
| Total | $1.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.4 |
| Institutional | $0.6 |
| Total | $1.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| BNY MELLON, N.A. | PITTSBURGH-PA-USA | $0.7 |
| STATE STREET BANK AND TRUST COMPANY | BOSTON-MA-USA | $0.2 |
| THE NORTHERN TRUST COMPANY | CHICAGO-IL-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.6 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.6 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 99% | $0.6 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
9 active
| Name | Title |
|---|---|
| VAN HARTE, JEFFREY, SANFORD | MEMBER OF BOARD OF DIRECTORS |
| KREIGER, SEAN | CHIEF COMPLIANCE OFFICER |
| FERRY, IAN, DANIEL | MEMBER OF BOARD OF DIRECTORS, CHIEF INVESTMENT OFFICER |
| BROAD, KENNETH, FARNHAM | MEMBER OF BOARD OF DIRECTORS, CHAIRMAN |
| ERICKSEN, CHRISTOPHER, MARTIN | MANAGING PARTNER AND CHIEF FINANCIAL OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-04-21 | $1.0 | $0.0 | 0% | 4 | 0 | 0% |
| 2024-04-02 | $3.1 | -$2.1 | -68% | 20 | -16 | -80% |
| 2023-04-04 | $3.8 | -$2.8 | -74% | 25 | -21 | -84% |
| 2022-04-01 | $12.3 | -$11.3 | -92% | 31 | -27 | -87% |
| 2021-04-05 | $25.5 | -$24.5 | -96% | 28 | -24 | -86% |
| 2020-04-01 | $19.9 | -$18.9 | -95% | 26 | -22 | -85% |
| 2019-04-01 | $16.8 | -$15.8 | -94% | 27 | -23 | -85% |
| 2018-04-02 | $20.2 | -$19.2 | -95% | 26 | -22 | -85% |
| 2017-04-01 | $22.0 | -$21.0 | -95% | 27 | -23 | -85% |
| 2016-04-01 | $28.9 | -$27.9 | -97% | 24 | -20 | -83% |
| 2015-04-01 | $27.8 | -$26.8 | -96% | 19 | -15 | -79% |
| 2014-04-01 | $0.0 | $0.0 | 0% | 0 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-02/24/2014 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV