Investment adviser · CRD 143456
CLARKSTON CAPITAL PARTNERS, LLC
Investment adviser filing (IA)
ROCHESTER, MI, United States · Form ADV filed Jul 29, 2026
- Regulatory AUM
- $1.71B Form ADV · Item 5.F
- Client accounts
- 347 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $755,838,796 | 44.2% |
| Government entities | 7 | $245,304,786 | 14.3% |
| Retirement plans | 5 | $214,881,439 | 12.6% |
| Other investment advisers | Fewer than 5 | $161,193,678 | 9.4% |
| Pooled investment vehicles | 2 | $123,023,606 | 7.2% |
| High-net-worth individuals | 17 | $116,001,560 | 6.8% |
| Individuals | 106 | $76,697,526 | 4.5% |
| Charities | 2 | $12,647,736 | 0.7% |
| Corporations & businesses | 2 | $5,478,483 | 0.3% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2122818 · Jul 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CLARKSTON QV FUND, LPOther Private Fund · Last reported Jul 29, 2026$78.9MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
COHEN & COMPANY, LTD
PCAOB 925
US BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02
CAPINSIGHTS PARTNERS, LLC
CRD 327448 · SEC 801-128581
OLD CITY SECURITIES LLC
CRD 171910 · SEC 8-69488
Fund details & source
- Fund ID
- 805-8547285540
- Reported beneficial owners
- 54
- Minimum commitment
- $1M
- Form D file number
- 021-460852
Form ADV 2122818 · Jul 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BBH CLARKSTON SMALL/MID CAP MASTER FUND, LPOther Private Fund · Last reported Feb 10, 2026$986MGross asset value
Feeder funds
- BBH WEALTH STRATEGIES, LLC - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SERIES
- BBH WEALTH STRATEGIES UNIT TRUST - CLARKSTON CAPITAL PARTNERS SMALL/MID CAP SUB-TRUST
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE
PCAOB 1096
BROWN BROTHERS HARRIMAN & CO.
LEI 5493006KMX1VFTPYPW14
Fund details & source
- Fund ID
- 805-2512456691
- Reported beneficial owners
- 1,325
- Minimum commitment
- $100K
- Form D file number
- 021-247596
Form ADV 2052276 · Feb 10, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 29, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
303 EAST THIRD ST, SUITE 110ROCHESTER, MI, 48307, United States
CRD 143456
Filing source
Form ADV 2122818 · Jul 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.