Clarkston Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rochester, MI. Its latest Form ADV filing, dated March 31, 2026, reports $1.7B in regulatory assets under management, 21 employee, and 347 accounts.
Assets Under Management
$1.7B
Employees
21
Offices
--
Total Clients
142
Primary office
ROCHESTER, MI
303 EAST THIRD ST, SUITE 110, ROCHESTER, MI, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.6% of total clients.
Top client categories% of clientsClients
1
Individuals
74.6%
106
2
HNWI
12.0%
17
3
Government
4.9%
7
4
Pension Plans
3.5%
5
5
Pooled Investment Vehicles
1.4%
2
Categories with <5 clients
Insurance companies<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 31, 2026
Discretionary99.5%
$1.7B
99% of total RAUM99.5%
Non-discretionary0.5%
$9M
1% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.7B
Total Accounts347
10Y AUM Change$-1.1B (-40.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee7:1
10Y Employee Change-3 (-12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.