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 an institutional registered investment adviser that has been SEC-registered since 2007. The firm operates as an LLC with mixed ownership (domestic entity and individual) and mainly charges clients a percentage of assets under management. Its client base includes both individual and family clients and institutional investors. Core advisory services focus on discretionary portfolio management across individuals, pooled investment vehicles, investment companies, and businesses or institutions. Clarkston is not positioned as a capital allocator, does not identify as an active ESG investor, and does not present itself as a multi-state or newly formed adviser. Industry roles include acting as an insurance company sponsor and serving as GP/managing member of pooled investment vehicles.