JACKSON SQUARE PARTNERS, LLC

LARKSPUR, California·8 registered advisors·CRD# 170064
SEC# 801-792551415 635-0220
01

Firm Overview

AUM
$3.1B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at JACKSON SQUARE PARTNERS, LLC

8 registered advisors
Christopher Martin Ericksen
LARKSPUR, California
Daniel Jay Prislin
SAN FRANCISCO, California
Ian Daniel Ferry
LARKSPUR, California
Jeffrey Sanford Van Harte
LARKSPUR, California
Kenneth Farnham Broad
LARKSPUR, California
Kevin Jay Brown
SAN FRANCISCO, California
Sean Kreiger
LARKSPUR, California
Van Tran
SAN FRANCISCO, California
05

Office Locations

LARKSPUR, California
5 advisors
SAN FRANCISCO, California
3 advisors

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Data sourced from SEC Form ADV filings. JACKSON SQUARE PARTNERS, LLC (CRD# 170064) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.