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CLARKSTON CAPITAL PARTNERS, LLC

ROCHESTER, MI · CRD 143456 · IAPD ↗ · clarkstoncapital.com · 248-940-3040

$1.71BRegulatory AUM
12Advisory reps
21Employees
44Clients
n/aPlanning clients
1Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — CLARKSTON CAPITAL PARTNERS, LLC reported RAUM down 56% ($3.87B -> $1.71B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2026 — CLARKSTON CAPITAL PARTNERS, LLC shrank from 16 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
March 2026 — CLARKSTON CAPITAL PARTNERS, LLC reported RAUM down 43% ($6.77B -> $3.87B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
47
April 2024 — CLARKSTON CAPITAL PARTNERS, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.