CLARKSTON CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2007

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 privately held investment adviser organized as an LLC and registered with the SEC since 2007. The firm serves both individual and family clients as well as institutional investors and charges fees based on a percentage of assets under management. Its advisory mandate centers on discretionary portfolio management across individual and pooled vehicles; stated services include separately managed accounts, pooled investment vehicles and portfolio management for businesses or institutions. Investment activity skews toward publicly traded equities. The firm's regulatory filings indicate a preference for exchange-traded equities as the primary sleeve within managed accounts. Clarkston is not positioned as a specialist ESG investor, does not function as a pension consultant, and is not identified as a capital allocator in the dataset provided. It also participates as an insurance sponsor and acts as a GP/managing member of pooled investment vehicles.