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CLARKSTON CAPITAL PARTNERS, LLC
CRD 143456File 801-67681
APPROVED
Retail clients
Custody
Filing as of Jul 29, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.