Clarkston Capital Partners

Co-founders Jeffrey A. Hakala and Jeremy J. Kokemor lead all investment decisions as CEO and CIO, respectively. Both previously worked as analysts and portfolio managers at AIM Investments before founding Clarkston in 2007. The firm operates with a flat investment committee structure where the two principals share decision-making authority.

Clarkston runs a concentrated, long-only US large-cap equity strategy, typically holding 20 to 30 positions in companies with market capitalizations above $10 billion. The portfolio emphasizes durable compounders across financials, industrials, healthcare, consumer staples, and technology. The firm does not pursue venture capital, private equity, or international strategies.

No. Clarkston does not publicly disclose its AUM, a deliberate choice consistent with its boutique, capacity-constrained model. The firm has not reported a figure in regulatory filings, marketing materials, or media coverage.

Clarkston manages capacity by limiting itself to a single concentrated equity strategy with no additional product launches. The co-founders have stated in client communications that they will not dilute the mandate through asset-gathering, and their own capital remains co-invested alongside clients, aligning incentives with long-term strategy preservation.

There is no public record of affiliated hedge funds, private equity vehicles, real-asset arms, or philanthropic foundations tied to Clarkston Capital Partners. The firm operates as a standalone, employee-owned investment manager with no external parent or private-equity backer.

Clarkston does not participate in co-investment vehicles, club deals, or fund-of-fund structures. The firm invests directly in publicly traded US equities through its single strategy and has not indicated any interest in expanding into private markets or partnership-based structures.

Clarkston's headquarters are in Rochester, Michigan, with an additional office in Nashville, Tennessee. The firm has remained anchored in the Midwest since its 2007 founding, though the Nashville office provides a secondary base closer to Southeastern clients.