Wealth Manager
    SEC Registered

    Clarkston Capital Partners, LLC

    Registered investment advisor · Rochester, Michigan · CRD #143456

    Assets Under Management
    $1.7B
    Client Accounts
    347
    Employees
    21
    CRD Number
    143456
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Clarkston Capital Partners, LLC

    Clarkston Capital Partners, LLC is a Michigan-based investment advisory firm established in 2007. Headquartered in Rochester, the firm is registered with the Securities and Exchange Commission and operates in the investment management and financial advisory sector. Founded by Jeff and Jerry Hakala, Clarkston Capital emphasizes intellectual honesty, emotional discipline, and a commitment to integrity in its client interactions. The firm employs a disciplined, research-driven approach to manage a

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Clarkston Capital Partners, LLC

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    Frequently Asked Questions

    What is Clarkston Capital Partners, LLC's AUM?

    Clarkston Capital Partners, LLC reports approximately $1.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Clarkston Capital Partners, LLC headquartered?

    Clarkston Capital Partners, LLC is headquartered in Rochester, Michigan.

    What is Clarkston Capital Partners, LLC's CRD number?

    Clarkston Capital Partners, LLC's CRD number is 143456. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Clarkston Capital Partners, LLC manage?

    Clarkston Capital Partners, LLC manages approximately 347 client accounts according to its latest SEC filing.

    Is Clarkston Capital Partners, LLC SEC registered?

    Yes, Clarkston Capital Partners, LLC is registered with the SEC as an investment adviser with an approved registration status.

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