# Clarkston Capital Partners

Clarkston Capital Partners is a Bank / Wealth / Trust based in Rochester, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Rochester, United States
- **Region:** North America
- **Address:** Rochester, MI, United States
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** clarkstoncapital.com
- **LinkedIn:** https://www.linkedin.com/company/clarkston-capital-partners-llc

## Regulatory record

- **CRD number:** 143456
- **SEC file number:** 801-67681
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143456

## About

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.

## People

- Jeffrey A. Hakala — Co-Founder, CEO & Portfolio Manager
- Jeremy J. Kokemor — Co-Founder, Chief Investment Officer & Portfolio Manager

## 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.

## Related profiles

- [Clark Asset Management](https://altss.com/profile/clark-asset-management)
- [Claro Advisors](https://altss.com/profile/claro-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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