Data / Investment advisers / Michigan / Clarkston Capital Partners, LLC
Clarkston Capital Partners, LLC, Rochester, MI: $1.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Clarkston Capital Partners, LLC is an SEC registered investment adviser with its main office in Rochester, Michigan and reports $1.7 billion in regulatory assets under management in its Form ADV filed July 29, 2026. Its clients include investment companies, state and municipal governments and pension and profit sharing plans. It is paid through a percentage of assets under management. It advises 1 private fund.
The request: Watch Clarkston Capital Partners, LLC (CRD number 143456): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 143456
- SEC file number
- 801-67681
- SEC status
- Approved, effective March 22, 2007
- Main office
- 303 East Third St Suite 110, Rochester, MI 48307
- Phone
- (248) 940-3040
- Website
- clarkstoncapital.com
- Regulatory AUM
- $1,711,067,610 in the Form ADV filed July 29, 2026
- Discretionary AUM
- $1,701,833,212
- Non discretionary AUM
- $9,234,398
- Accounts
- 347
- Employees
- 21, of which 12 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $78,893,994
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $755.8 million |
| State or municipal government entities | 7 | $245.3 million |
| Pension and profit sharing plans | 5 | $214.9 million |
| Other investment advisers | Fewer than 5 | $161.2 million |
| Pooled investment vehicles | 2 | $123 million |
| High net worth individuals | 17 | $116 million |
| Individuals (other than high net worth individuals) | 106 | $76.7 million |
| Charitable organizations | 2 | $12.6 million |
| Corporations or other businesses | 2 | $5.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.71 billion | March 31, 2026 |
| March 2, 2026 | $3.87 billion | February 10, 2026 |
| December 1, 2025 | $6.77 billion | November 14, 2025 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Modell Capital Management LLC | Bloomfield Hills | $1.88 billion | Not listed | adviserinfo.sec.gov |
| Blue Chip Partners, LLC | Farmington Hills | $1.88 billion | Not listed | adviserinfo.sec.gov |
| Rockbridge Growth Equity Management, L.P. | Detroit | $1.84 billion | 10 | adviserinfo.sec.gov |
| C2 Private Wealth | Novi | $1.82 billion | Not listed | adviserinfo.sec.gov |
| O2 Investment Partners, L.P. | Bloomfield Hills | $1.81 billion | 13 | adviserinfo.sec.gov |
| Signal Advisors Wealth, LLC | Detroit | $1.69 billion | Not listed | adviserinfo.sec.gov |
| USA Financial Exchange | Ada | $1.64 billion | Not listed | adviserinfo.sec.gov |
| The Nemes Rush Group, LLC | Novi | $1.62 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving state and municipal governments
- Advisers that manage private funds
- Clarkston Capital Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.