Bank / Wealth / TrustRIA · CRD 143456SEC-RegisteredPrivate Fund Adviser

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Clarkston Capital Partners

Clarkston Capital Partners is an SEC-registered investment adviser in Rochester, MI, since 2007. The firm manages $1.7 billion in assets with 21 employees and...

Clarkston Capital Partners logo

Clarkston Capital Partners

Clarkston Capital Partners is an SEC-registered investment adviser in Rochester, MI, since 2007. The firm manages $1.7 billion in assets with 21 employees and 12 investment advisers. It oversees $1.7 billion on a discretionary basis.

General information

Firm type

Bank / Wealth / Trust

Year founded

2007

Location

Region

North America

Country

United States

City

Rochester

Corporate office

Rochester, MI, United States

Principals

Jeffrey A. Hakala

Co-Founder, CEO & Portfolio Manager

Jeremy J. Kokemor

Co-Founder, Chief Investment Officer & Portfolio Manager

Frequently asked questions

Who runs investment decisions at 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.

How does Clarkston Capital approach capacity management?

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.

What is Clarkston Capital's posture on co-investments alongside external GPs?

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.

Where is Clarkston Capital Partners located?

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.

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