Jackson Square Partners LLC

Jackson Square Partners, LLC is a distinguished DE Limited Liability Company, renowned for its expertise in advisory services. With a team of 27 professionals, 11 of whom serve in advisory roles, the firm is well-positioned to cater to the needs of its single client. As of its last SEC report, its registration date was Feb 24, 2014, and it has since maintained an approved status.

• CALIFORNIA STREET PARTNERS, LP

  MEMBER owns more than 50% but less than 75%

• DANIEL JAY PRISLIN

  MEMBER OF BOARD OF DIRECTORS, PORTFOLIO MANAGER owns less than 5%

• DAVID FORRESTER CONNOR

  TRUSTEE OF MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST owns less than 5%

• JEFFREY SANFORD VAN HARTE

  CHAIRMAN AND CHIEF INVESTMENT OFFICER owns less than 5%

• KEVIN JAY BROWN

  MEMBER OF BOARD OF DIRECTORS, MANAGING PARTNER owns less than 5%

• MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST

  MEMBER owns more than 25% but less than 50%

• RICHARD SALUS

  TRUSTEE OF MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST owns less than 5%

• ROGER ALLEN EARLY

  TRUSTEE OF MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST owns less than 5%

• SEAN KREIGER

  CHIEF COMPLIANCE OFFICER owns less than 5%

• SHAWN KEITH LYTLE

  TRUSTEE OF MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST owns less than 5%

• VAN TRAN

  CHIEF FINANCIAL OFFICER owns less than 5%

• CALIFORNIA STREET PARTNERS GP, LLC

  GENERAL PARTNER

• DELAWARE INVESTMENTS MANAGEMENT COMPANY, LLC

  CORPORATE PARENT OF MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST owns 75% or more

• MACQUARIE AFFILIATED MANAGERS (USA) INC.

  PARENT owns 75% or more

• MACQUARIE AFFILIATED MANAGERS HOLDINGS (USA) INC.

  PARENT owns 75% or more

• MACQUARIE CORPORATE HOLDINGS PTY LIMITED

  PARENT owns 75% or more

• MACQUARIE CORPORATE INTERNATIONAL HOLDINGS PTY LIMITED

  PARENT owns 75% or more

• MACQUARIE EQUITIES (US) HOLDINGS PTY LIMITED

  PARENT owns 75% or more

• MACQUARIE FG HOLDINGS INC.

  PARENT owns 75% or more

• MACQUARIE FINANCIAL HOLDINGS PTY LIMITED

  PARENT owns 75% or more

• MACQUARIE GROUP (US) HOLDINGS NO. 1 PTY LTD

  PARENT owns 75% or more

• MACQUARIE GROUP LIMITED

  PARENT owns 75% or more

• MACQUARIE MANAGEMENT HOLDINGS, INC.

  PARENT owns 75% or more

• Jordan Park Group LLC
• NO Street GP LP
• Yiheng Capital LLC
• Passport Capital LLC
• Wetherby Asset Management
• Spyglass Capital Management LLC
• Seven Post Investment Office LP
• Serent Capital Management Company LLC
• Grove Advisors LLC
• Robertson Stephens Wealth Management LLC

• Analyzing Jackson Square Partners, LLC's Q3 and Q4 2022 13F Holdings Comparison: Notable Shifts in Investment Strategy and Portfolio Allocation.

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