CLARKSTON CAPITAL PARTNERS, LLC

303 East Third St
Suite 110
Rochester, Michigan 48307
Tel: 248-723-8000

About CLARKSTON CAPITAL PARTNERS, LLC

CLARKSTON CAPITAL PARTNERS, LLC, formally registered with the SEC as CLARKSTON CAPITAL PARTNERS, LLC. The firm was established in 03/22/2007. They have over 3 offices throughout the country.

CLARKSTON CAPITAL PARTNERS, LLC is a Rochester, Michigan based Financial Planning firm with nearly $6,694,905,625 assets under management, offering retirement planning & investment advisory services to 2124 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143456
SEC#	801-67681
Assets Managed by Firm	$6,694,905,625
No. of Clients	2124
No. of Advisors	37

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2124	$6,694,905,625
Individuals (other than high net worth individuals)	801	$516,008,996
High net worth individuals	251	$1,363,978,813
Pension and profit sharing plans	31	$519,991,447
Charitable organizations	34	$280,505,522
Corporations or other businesses	33	$185,622,215

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