JACKSON SQUARE PARTNERS
20 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19-8 YoYRank #782 of mapped providers
Assets under administration$14.6B0.0%Market share · rank #901
Fees received$763,496Median $11,820/planSum across Schedule C direct + indirect
Net wins YoY-80 won · 8 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical JACKSON SQUARE PARTNERS plan look like?
Service mix · median fees per plan
Count of plans where JACKSON SQUARE PARTNERS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid directly by planCode 28 | 17 | $12,712 | |
Insurance agents and brokers; Investment management fees paid directly by planCode 22 | 1 | $8,758 | |
Securities brokerage commissions and fees; Investment advisory (plan); Securities brokerage; Investment managementCode 27 | 1 | $10,583 |
Competitor overlap
Percent of JACKSON SQUARE PARTNERS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under JACKSON SQUARE PARTNERS.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under JACKSON SQUARE PARTNERS; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | AMERICAN FUNDS | $14.3B |
PHILLIPS 66 COMPANYTX · 371652702-002 | THE VANGUARD GROUP, INC. | $7.6B |
NEXTERA ENERGY, INC.FL · 592449419-001 | ICG SECONDARIES FUND I LP | $5.1B |
NEW ORLEANS LOUISIANA SAINTS. LLCLA · 742368470-012 | TRANSAMERICA RETIREMENT SOLUTIONS | $47M |
MINNESOTA VIKINGS FOOTBALL, LLCMN · 202310169-011 | GALLAGHER FIDUCIARY ADVISORS, LLC | $46M |
MIAMI DOLPHINS, LTD.FL · 591111924-011 | GALLAGHER FIDUCIARY ADVISORS, LLC | $45M |
BUCCANEERS TEAM LLCFL · 650573539-012 | GREAT-WEST LIFE & ANNUITY INSURANCE | $35M |
WAYPOINT ANALYTICAL, INC.TN · 200957155-001 | ADP BROKER-DEALER | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NEXTERA ENERGY, INC.FL · 592449419-002 | $5.5B | 22,082 | $11,448 | 10y | 1 |
AMERICAN ELECTRIC POWER SERVICE CORPORATIONOH · 134922641-002 | $5.2B | 21,396 | $445,120 | 6y | - |
MULTIPLE EMPLOYERSMD · 521061906-002 | $2.2B | 11,358 | $63,918 | 9y | - |
NATIONAL FOOTBALL LEAGUENY · 131922622-001 | $544M | 3,276 | $34,038 | 9y | - |
NATIONAL FOOTBALL LEAGUENY · 131922622-011 | $254M | 2,849 | $38,362 | 9y | 1 |
SAN FRANCISCO FORTY NINERS, LIMITEDCA · 942412031-011 | $102M | 792 | $17,331 | 9y | 1 |
NATIONAL FOOTBALL LEAGUENY · 131922622-012 | $99M | 189 | $22,979 | 9y | - |
BUFFALO BILLS, LLCNY · 471762470-011 | $91M | 536 | $13,204 | 9y | 1 |
GREEN BAY PACKERS, INC.WI · 390318570-011 | $80M | 1,565 | $12,712 | 9y | - |
INDIANAPOLIS COLTS, INC.IN · 362742509-011 | $72M | 445 | $11,820 | 7y | - |
Flag exposure
57.9%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (20)
Raw Schedule C names collapsed into JACKSON SQUARE PARTNERS.
- JACKSON
- JACKSON & COMPANY
- JACKSON A
- JACKSON HOWELL & ASSOC, PLLC
- JACKSON LIFE INSURANCE
- JACKSON NATIONAL LIFE INSURANCE
- JACKSON NATIONAL LIFE INSURANCE CO
- JACKSON NATIONAL LIFE INSURANCE CO.
- JACKSON NATIONAL LIFE INSURANCE COM
- JACKSON SQ PARTNERS
- JACKSON SQUARE
- JACKSON SQUARE PARTNERS
- JACKSON SQUARE PARTNERS LLC
- JACKSON SQUARE PARTNERS, LLC
- JACKSON THORNTON & CO P C
- JACKSON THORTON & CO PC
- JACKSON TUBE SERVICE INC
- JACKSON WEALTH MANAGEMENT GROUP
- JACKSON, HOWELL, AND ASSOCIATED, PL
- JACKSON,/WELLS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for JACKSON SQUARE PARTNERS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 4 | 21.05% | 1.71% | +19.34 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 5.26% | 1.76% | +3.50 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with JACKSON SQUARE PARTNERS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent