Clarkston Capital Partners, LLC
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
FINTRXOverview
Clarkston Capital Partners, LLC is an SEC-registered investment adviser (registered in 2007) operating as an LLC that serves both individual/family and institutional clients. The firm is paid on a percentage-of-AUM basis and concentrates on discretionary portfolio management across several client types: individuals and small businesses, investment companies, pooled investment vehicles, and businesses or institutions. Clarkston is not an active ESG investor, does not identify as a multi-state adviser, and does not operate as a pension consultant or related adviser. The firm also holds roles on the sponsor/GP side of pooled vehicles and has affiliations with insurance company sponsorship activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Cash & Cash Equivalents11%
- US Government Bonds4%
- Investment Grade Corp Bonds3%
Owners & executives
2 of 2
Jeffrey Hakala
Chief Executive Officer & Chief Investment OfficerCRD 4763815
Joyce Lapreta
Chief Compliance OfficerCRD 1567415
Contacts
3 of 6
Gerald Hakala
Partner, Director of ResearchCRD 4763821
Kurt Terrien
Managing DirectorCRD 3188114
Christopher Klau
Director of Investment RelationsCRD 6760355
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$16M in ETFs
100%
$16M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $3.1M | 4,120 | 19.28% |
Location
Rochester, MI
Oakland
Location
Rochester, MI
Headquartered in Rochester, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 303 E 3rd St
- Time zone
- ET (UTC-5)
- Office locations
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