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CLARKSTON CAPITAL PARTNERS, LLC

CRD 143456 · SEC 801-67681

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303 EAST THIRD ST, SUITE 110, ROCHESTER, MI, 48307, United States

Phone

248-940-3040

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.71B

Discretionary AUM

$1.70B

Team

21 total employees; 12 advisory reps; 44 broker-dealer reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals106$76.7M
High net worth individuals17$116.0M
Investment companies1$755.8M
Pooled investment vehicles2$123.0M
Pension/profit sharing plans5$214.9M
Charitable organizations2$12.6M
State/municipal entities7$245.3M
Corporations/business entities2$5.5M

States served

AL, AZ, CA, CO, GA, IL, IN, LA, MA, MI, MN, NJ, NY, NC, OH, WI, WA, TX, HI, FL, SD

All web addresses on file

Official SEC filing: View on IAPD