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Building 2CLARKSTON CAPITAL PARTNERS, LLC

Map pinROCHESTER, MI
Phone248-940-3040
NotebookSEC #801-67681
Total AUM
$1.7B
Employees
21
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
303 EAST THIRD ST
SUITE 110
ROCHESTER
MI 48307
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
248-940-3040

ReceiptFinancials

Total AUM
$1.7B
Accounts
347
Discretionary
$1.7B
Accounts
345
Non-Discretionary
$9.2M
Accounts
2

ContactClients

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Individual Clients
106
AUM
$76.7M
HNW Individual Clients
17
AUM
$116M
Investment Company Clients
1
AUM
$755.8M
Pooled Vehicle Clients
2
AUM
$123M
Pension/Profit Sharing Plan Clients
5
AUM
$214.9M
Charitable Organization Clients
2
AUM
$12.6M
Government Entity Clients
7
AUM
$245.3M
Investment Advisor Clients
1
AUM
$161.2M
Insurance Company Clients
1
AUM
$0
Corporation or Business Clients
2
AUM
$5.5M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLMINJOHTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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