Jackson Square Capital, LLC
Jackson Square Capital, LLC is a registered investment adviser headquartered in San Francisco, California. The firm specializes in wealth advisory, investment management, and executive services, with a stated emphasis on personalized, client-centric financial planning and tax-efficient diversification. Founded in the early 2020s, it offers services to individuals, families, and executives seeking to grow intergenerational wealth. The company has a small, boutique footprint and is recognized in industry publications as a leading wealth advisor.
Investment Strategy
Jackson Square Capital employs a pragmatic and highly personalized investment management approach, focusing on long-term wealth creation and tax efficiency. The firm provides diversified portfolio strategies tailored for individuals, families, and executives, including tax-efficient diversification for corporate executives and ongoing portfolio management. Their strategy is client-centric, emphasizing prudent risk management and adapting strategies to individual client goals, with core holdings in leading technology and healthcare equities, as well as broad index and sector ETFs.
Top Holdings
Equity Positions (144)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.43% | $34.1M | 182,607 | $47.26 | $186.58 | +$3.0M |
A AAPL | APPLE INC | 6.40% | $29.4M | 115,270 | $189.34 | $254.63 | +$15.5M |
A AVGO | BROADCOM INC | 5.35% | $24.5M | 74,314 | $75.74 | $329.91 | +$894.6K |
M MSFT | MICROSOFT CORP | 5.10% | $23.4M | 45,126 | $304.65 | $517.95 | +$4.0M |
M MU | MICRON TECHNOLOGY INC | 3.92% | $18.0M | 107,408 | $81.26 | $167.32 | +$3.6M |