Jackson Square Capital, LLC

Jackson Square Capital, LLC is a registered investment adviser offering discretionary and non-discretionary investment management, financial planning, and wealth management services. Established in 2019, the firm manages approximately $488.8 million for 524 accounts, with a focus on tailored advisory services to meet individual client needs. Investment strategies include fundamental and technical analysis, with a range of asset classes such as equity, debt securities, mutual funds, and ETFs. The firm may also engage Independent Managers for certain client assets. Fee structures vary between 0.50% to 1.50% annually based on assets under management, prorated and charged quarterly. Clients may impose reasonable restrictions on management. The firm may recommend alternative investments, options, and private collective investment vehicles for diversification. Jackson Square Capital does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. The firm recommends using Charles Schwab or Pershing for custody and brokerage services. Clients are provided with regular account reviews and statements, and the firm may accept proxy voting authority. Jackson Square Capital does not have financial conditions impairing its commitments or bankruptcy history in the past ten years.