{
  "crd_number": 143456,
  "slug": "clarkston-capital-partners-llc-rochester-mi-143456",
  "primary_business_name": "CLARKSTON CAPITAL PARTNERS, LLC",
  "legal_name": "CLARKSTON CAPITAL PARTNERS, LLC",
  "dbas": [
    "CLARKSTON CAPITAL",
    "CLARKSTON PRIVATE CLIENT"
  ],
  "city": "Rochester",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-03-22",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-07-29",
  "carried_forward": false,
  "raum_total": 1711067610.0,
  "raum_discretionary": 1701833212.0,
  "raum_non_discretionary": 9234398.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 21,
  "advisory_employees": 12,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 12647736.0,
      "count": 2
    },
    "individuals": {
      "raum": 76697526.0,
      "count": 106
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 245304786.0,
      "count": 7
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 755838796.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 214881439.0,
      "count": 5
    },
    "other_investment_advisers": {
      "raum": 161193678.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 116001560.0,
      "count": 17
    },
    "pooled_investment_vehicles": {
      "raum": 123023606.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 5478483.0,
      "count": 2
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "HI",
    "IL",
    "IN",
    "LA",
    "MA",
    "MI",
    "MN",
    "NC",
    "NJ",
    "NY",
    "OH",
    "SD",
    "TX",
    "WA",
    "WI"
  ],
  "websites": [
    "https://clarkstoncapital.com",
    "https://clarkstoncapitalpartners.com",
    "https://clarkstonpc.com",
    "https://clarkstonprivateclient.com",
    "https://linkedin.com/company/clarkston-capital-partners-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143456",
  "city_as_filed": "ROCHESTER",
  "url": "https://advisorcensus.com/firm/clarkston-capital-partners-llc-rochester-mi-143456",
  "display_name": "Clarkston Capital Partners, LLC",
  "summary": "Clarkston Capital Partners, LLC is an SEC-registered investment advisory firm in Rochester, MI, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 29, 2026.",
  "citation": "AdvisorCensus. Clarkston Capital Partners, LLC (CRD 143456): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Clarkston Capital Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Clarkston Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Clarkston Capital Partners, LLC located?",
      "a": "Clarkston Capital Partners, LLC's principal office is in Rochester, MI, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Clarkston Capital Partners, LLC registered with the SEC or a state?",
      "a": "Clarkston Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143456."
    },
    {
      "q": "How much does Clarkston Capital Partners, LLC manage?",
      "a": "Clarkston Capital Partners, LLC reports $1,711,067,610 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (99% discretionary)."
    },
    {
      "q": "How have Clarkston Capital Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Clarkston Capital Partners, LLC: Regulatory assets under management: $5,689,983,188 in the October 2021 data and $1,711,067,610 in the October 2026 data, down 70%. Total employees: 29 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Clarkston Capital Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (106); high net worth individuals (17); state or municipal government entities (including government pension plans) (7)."
    },
    {
      "q": "Which custodians does Clarkston Capital Partners, LLC use?",
      "a": "Clarkston Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and State Street Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Clarkston Capital Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143456"
    },
    {
      "q": "What changed in Clarkston Capital Partners, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 5689983188.0,
      "total_employees": 29,
      "filing_date": "2021-08-06"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 6777819649.0,
      "total_employees": 35,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 6523893100.0,
      "total_employees": 37,
      "filing_date": "2023-08-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 6694905625.0,
      "total_employees": 37,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 6769151197.0,
      "total_employees": 38,
      "filing_date": "2025-06-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1711067610.0,
      "total_employees": 21,
      "filing_date": "2026-07-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $3,868,362,928 to $1,711,067,610 (-56%).",
        "Employees performing advisory functions went from 16 to 12.",
        "No longer lists an office in Scottsdale, AZ."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $6,769,151,197 to $3,868,362,928 (-43%).",
        "Employees performing advisory functions went from 19 to 16.",
        "No longer lists an office in Bloomfield Hills, MI.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CT, NV, PA, VA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "State Street Bank",
      "name_as_filed": "STATE STREET BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/clarkston-capital-partners-llc-rochester-mi-143456.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 106,
      "fewer_than_5": false,
      "raum": 76697526.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 17,
      "fewer_than_5": false,
      "raum": 116001560.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 755838796.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 123023606.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 214881439.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 12647736.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 245304786.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 161193678.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": false,
      "raum": 5478483.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143456",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}