Clarkston Capital Partners, LLC

RIASEC Registered

Total AUM

$1.7B

Discretionary

$1.7B

99% of AUM

Avg account

$4.9M

Accounts

347

Employees

Advisory reps

Firm details

Headquarters: Rochester, Michigan
CRD number: 143456
Registered since: March 22, 2007
Website: www.clarkstoncapital.com
Custodians: CHARLES SCHWAB & CO., INC., STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: Investment Companies44.17%
State / Municipal Government14.34%
Pension & Profit Sharing Plans12.56%
Other Investment Advisers9.42%
Pooled Investment Vehicles7.19%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Clarkston Capital Partners, LLC is a domestic limited liability company operating as an institutional registered investment adviser. The firm is registered with the SEC (registration year 2007) and bills clients on a percentage-of-assets-under-management basis. Its client mix includes individuals and families as well as institutional investors. Advisory services center on portfolio management across a range of client types: individuals and small businesses, investment companies, pooled investment vehicles, and other businesses or institutions. The firm does not position itself as an ESG-focused investor. Clarkston also maintains industry roles beyond pure advisory work — it has acted as an insurance company sponsor and serves in sponsor/GP/managing member capacities for pooled investment vehicles, indicating direct involvement in structuring or operating pooled products it advises.