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CLARKSTON CAPITAL PARTNERS, LLC
CRD 143456File 801-67681
APPROVED
Retail clients
Custody
Filing as of Jul 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.71B
Top 25% of cohort (national)
Discretionary AUM
$1.70B
Non-discretionary $9.2M
Clients
142
347 accounts
Employees
21
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 22, 2007
- Principal office
- 303 EAST THIRD ST, SUITE 110, ROCHESTER, MI, 48307
- Phone
- 248-940-3040
- Website
- https://www.clarkstonpc.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.71B
- Discretionary AUM
- $1.70B
- Non-discretionary AUM
- $9.2M
- Discretionary accounts
- 345
- Non-discretionary accounts
- 2
- Total accounts
- 347
- AUM per client
- $12.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $5.5M |
| Insurance companies | Fewer than 5 | $0 |
| Investment companies | 1 | $755.8M |
| Charitable organizations | 2 | $12.6M |
| Other investment advisers | Fewer than 5 | $161.2M |
| High net worth individuals | 17 | $116.0M |
| Pooled investment vehicles | 2 | $123.0M |
| Pension and profit sharing plans | 5 | $214.9M |
| State or municipal government entities | 7 | $245.3M |
| Individuals (other than high net worth individuals) | 106 | $76.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 25 | 21 | decreased by4 |
| Apr 1, 2026 | Clients | 396 | 142 | decreased by254 |
| Apr 1, 2026 | AUM | $3,868,362,928 | $1,711,067,610 | decreased by$2,157,295,318 |
| Apr 1, 2026 | Accounts | 712 | 347 | decreased by365 |
| Mar 1, 2026 | Employees | 38 | 25 | decreased by13 |
| Mar 1, 2026 | Clients | 882 | 396 | decreased by486 |
| Mar 1, 2026 | AUM | $6,769,151,197 | $3,868,362,928 | decreased by$2,900,788,269 |
| Mar 1, 2026 | Accounts | 1,795 | 712 | decreased by1,083 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 35 | 38 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,106 | 882 | decreased by224 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,777,819,649 | $6,769,151,197 | decreased by$8,668,452 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,948 | 1,795 | decreased by153 |
| Apr 1, 2022 | Employees | 29 | 35 | increased by6 |
| Apr 1, 2022 | Clients | 843 | 1,106 | increased by263 |
| Apr 1, 2022 | AUM | $5,689,983,188 | $6,777,819,649 | increased by$1,087,836,461 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CLARKSTON CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CLARKSTON CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.