# Clarkston Capital Partners, LLC

> 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.

- CRD: 143456
- Filed as: CLARKSTON CAPITAL PARTNERS, LLC
- Also doing business as: CLARKSTON CAPITAL, CLARKSTON PRIVATE CLIENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rochester, MI
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143456
- AdvisorCensus page: https://advisorcensus.com/firm/clarkston-capital-partners-llc-rochester-mi-143456

## Quick answers

**How is Clarkston Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Clarkston Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Clarkston Capital Partners, LLC located?**
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).

**Is Clarkston Capital Partners, LLC registered with the SEC or a state?**
Clarkston Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143456.

**How much does Clarkston Capital Partners, LLC manage?**
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).

**How have Clarkston Capital Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Clarkston Capital Partners, LLC serve?**
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).

**Which custodians does Clarkston Capital Partners, LLC use?**
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.

**Does Clarkston Capital Partners, LLC report any disciplinary disclosures?**
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

**What changed in Clarkston Capital Partners, LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- State Street Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,711,067,610
- Discretionary: $1,701,833,212
- Non-discretionary: $9,234,398

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 106 | $76,697,526 |
| High net worth individuals | 17 | $116,001,560 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $755,838,796 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $123,023,606 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $214,881,439 |
| Charitable organizations | 2 | $12,647,736 |
| State or municipal government entities (including government pension plans) | 7 | $245,304,786 |
| Other investment advisers | Fewer than 5 | $161,193,678 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $5,478,483 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 21 total, 12 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AZ, CA, CO, FL, GA, HI, IL, IN, LA, MA, MI, MN, NC, NJ, NY, OH, SD, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Scottsdale, AZ

### Websites listed on Form ADV (Item 1.I)
- [clarkstoncapital.com](https://clarkstoncapital.com)
- [clarkstoncapitalpartners.com](https://clarkstoncapitalpartners.com)
- [clarkstonpc.com](https://clarkstonpc.com)
- [clarkstonprivateclient.com](https://clarkstonprivateclient.com)
- LinkedIn @clarkston-capital-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,689,983,188 | 29 | August 6, 2021 |
| October 2022 | $6,777,819,649 | 35 | March 31, 2022 |
| October 2023 | $6,523,893,100 | 37 | August 3, 2023 |
| October 2024 | $6,694,905,625 | 37 | March 28, 2024 |
| October 2025 | $6,769,151,197 | 38 | June 2, 2025 |
| October 2026 | $1,711,067,610 | 21 | July 29, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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.

### March 2026
- 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).

### January 2026
- No longer registered or notice-filed in CT, NV, PA, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clarkston Capital Partners, LLC (CRD 143456): Form ADV filing data as of October 2026.