Jackson Square Capital, LLC (“Jackson Square” or “the Firm”) offers discretionary and non-discretionary
investment management and investment advisory services as well as Financial Planning. Prior to the Firm
rendering any of the foregoing advisory services, clients are required to enter into one or more written
agreements with the Firm setting forth the relevant terms and conditions of the advisory relationship
(the “Advisory Agreement”).
Jackson Square has been registered as an investment adviser since 2019 and is owned by Andrew Graham.
As of December 31, 2022, Jackson Square Capital, LLC manages approximately $211,579,783 in assets for
approximately 193 accounts on a discretionary basis and approximately $104,828,291 in assets for
approximately 276 accounts on a non-discretionary basis for a total of approximately $316,408,074 for
approximately 469 accounts. Of these assets, approximately $196,380,413 are in wrap accounts.
While this brochure generally describes the business of the Firm, certain sections also discuss the activities
of its Supervised Persons, which refer to the Firm’s officers, partners, directors (or other persons occupying
a similar status or performing similar functions), employees or any other person who provides investment
advice on the Firm’s behalf and is subject to the Firm’s supervision or control.
Wealth Management Services
Jackson Square Capital, LLC provides clients with wealth management services which may include a broad
range of comprehensive financial planning and consulting services as well as discretionary and/or non-
discretionary management of investment portfolios.
Under an investment management engagement, Jackson Square primarily allocates client assets among
various individual equity and debt securities, fixed income, separately managed accounts, alternatives,
mutual funds, and exchange-traded funds (“ETFs”) in accordance with their stated investment objectives.
The Firm tailors its advisory services to meet the needs of its individual clients and seeks to ensure, on a
continuous basis, that client portfolios are managed in a manner consistent with those needs and
objectives. The Firm consults with clients on an initial and ongoing basis to assess their specific risk
tolerance, time horizon, liquidity constraints and other related factors relevant to the management of
their portfolios. Clients are advised to promptly notify Jackson Square if there are changes in their
financial situation or if they wish to place any limitations on the management of their portfolios. Clients
may impose reasonable restrictions or mandates on the management if the Firm determines, in its sole
discretion, the conditions would not materially impact the performance of a management strategy or
prove overly burdensome to the Firm’s management efforts.
Use of Independent Managers
As mentioned above, Jackson Square Capital, LLC may select certain Independent Managers or Sub-
Advisors to actively manage a portion of its clients’ assets. The specific terms and conditions under which
a client engages an Independent Manager
may be set forth in a separate written agreement with
the designated Independent Manager. In addition to this brochure, clients may also receive the
written disclosure documents of the respective Independent Managers engaged to manage their assets.
The Firm evaluates a variety of information about Independent Managers, which may include the
Independent Managers’ public disclosure documents, materials supplied by the Independent Managers
themselves and other third-party analyses it believes are reputable. To the extent possible, the Firm seeks
to assess the Independent Managers’ investment strategies, past performance, and risk results in relation
to its clients’ individual portfolio allocations and risk exposure. The Firm also takes into consideration
each Independent Manager’s management style, returns, reputation, financial strength, reporting,
pricing, and research capabilities, among other factors.
The Firm continues to provide services relative to the discretionary or non-discretionary selection of
Independent Managers. On an ongoing basis, the Firm monitors the performance of those accounts being
managed by Independent Manager. The Firm seeks to ensure the Independent Mangers’ strategies and
target allocations remain aligned with its clients’ investment objectives and overall best interests.
Sponsor and Manager of Wrap Program
Jackson Square provides substantially all investment management services as the sponsor and manager
of the Jackson Square Capital Wrap Program (the “Wrap Program”), a wrap fee program where
transactional, custodial, independent manager, and other similar fees are absorbed by the Firm. Accounts
managed through the Wrap Program are done so in substantially the same manner as those that may be
managed under a non-wrap arrangement. Additional information about the Wrap Program is available in
the Firm’s Wrap Brochure, which appears as Part 2A Appendix 1 of the Firm’s Form ADV.
Other Third-Party Services
The Firm has entered into a service agreement with Pontera (formerly FeeX Inc.) to provide asset
management services for accounts held away from our primary custodial affiliations. Through this, we are
able to create a portfolio, consisting of the securities/investment opportunities available depending on
the type of held away account being managed by our firm. The Pontera platform allows us to avoid being
considered to have custody of Client funds since we do not have direct access to Client log-in credentials
to affect trades. We are not affiliated with the platform in any way and receive no compensation from
them for using their platform. A link will be provided to the Client allowing them to connect an account(s)
to the platform. The client’s individual investment strategy is tailored to their specific needs and may
include some or all of the securities made available. Portfolios will be designed to meet a particular
investment goal, determined to be suitable to the client’s circumstances. Once the appropriate portfolio
has been determined, portfolios are continuously and regularly monitored, and if necessary, rebalanced.