Investment adviser · CRD 170064
JACKSON SQUARE PARTNERS, LLC
Investment adviser filing (IA)
LARKSPUR, CA, United States · Form ADV filed Mar 24, 2025
- Regulatory AUM
- $995M Form ADV · Item 5.F
- Client accounts
- 11 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 2 | $379,593,962 | 38.1% |
| Government entities | Fewer than 5 | $350,254,564 | 35.2% |
| Retirement plans | Fewer than 5 | $189,459,258 | 19.0% |
| Pooled investment vehicles | 3 | $52,671,262 | 5.3% |
| Charities | Fewer than 5 | $22,011,290 | 2.2% |
| High-net-worth individuals | Fewer than 5 | $1,147,978 | 0.1% |
Filing source
Form ADV 1930014 · Mar 24, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
JACKSON SQUARE PARTNERS SMALL-CAP OPPORTUNITIES FUND, L.P.Hedge Fund · Last reported Mar 24, 2025$41.5MGross asset value
Form D fundraising filings
Jackson Square Partners Small-Cap Opportunities Fund, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
EISNERAMPER LLP
PCAOB 274
THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30
FORESIDE FINANCIAL SERVICES, LLC
CRD 148477 · SEC 8-68027
Fund details & source
- Fund ID
- 805-3099369299
- Reported beneficial owners
- 21
- Minimum commitment
- $1M
- Form D file number
- 021-367647
Form ADV 1930014 · Mar 24, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
JACKSON SQUARE PARTNERS GLOBAL GROWTH FUND, L.P.Hedge Fund · Last reported Aug 1, 2024$1.73MGross asset value
Form D fundraising filings
Jackson Square Partners Global Growth Fund, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
EISNERAMPER LLP
PCAOB 274
THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30
FORESIDE FINANCIAL SERVICES, LLC
CRD 148477 · SEC 8-68027
Fund details & source
- Fund ID
- 805-9357264463
- Reported beneficial owners
- 11
- Minimum commitment
- $1M
- Form D file number
- 021-433784
Form ADV 1892462 · Aug 1, 2024 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 24, 2025. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
700 LARKSPUR LANDING CIRCLE, SUITE 210LARKSPUR, CA, 94939, United States
CRD 170064
Filing source
Form ADV 1930014 · Mar 24, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.