Form D · Hedge Fund

Jackson Square Partners Small-Cap Opportunities Fund, L.P.

Larkspur, CA · CIK 0001812435

Offering snapshot reported Oct 8, 2024 · SEC filing

Reported sold: $157M
Investors reported: 31
Minimum accepted: $1M
First sale: Apr 1, 2020

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 8, 2024	Amendment	$156,575,000	$0vs Oct 10, 2023	31	SEC filing
Oct 10, 2023	Amendment	$156,575,000	$10,350,000vs Oct 11, 2022	31	SEC filing
Oct 11, 2022	Amendment	$146,225,000	$38,550,000vs Oct 8, 2021	26	SEC filing
Oct 8, 2021	Amendment	$107,675,000	$96,150,000vs Oct 9, 2020	23	SEC filing
Oct 9, 2020	Amendment	$11,525,000	$6,300,000vs May 26, 2020	18	SEC filing
May 26, 2020	Initial	$5,225,000	No comparison	15	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-367647

Source: Form D, filed Oct 8, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

JACKSON SQUARE PARTNERS SMALL-CAP OPPORTUNITIES FUND, L.P.

Investment adviser: JACKSON SQUARE PARTNERS, LLC

Gross asset value: $41.5M
Beneficial owners: 21
ADV minimum commitment: $1M

Reported in Form ADV on Mar 24, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS CLIFTON PARK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor EISNERAMPER LLP SAN FRANCISCO, California, United States

Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No

Marketer FORESIDE FINANCIAL SERVICES, LLC PORTLAND, Maine, United States Related to adviser: No

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

Filing source

Form ADV 1930014 · Mar 24, 2025 · Schedule D 7.B.(1), fund 805-3099369299

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
N/A Jackson Square Partners, Llc	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

700 Larkspur Landing Circle Suite 210
Larkspur, CA, 94939