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They include 106 individual clients, 17 high-net-worth individuals and 7 state or municipal government entities.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Clarkston Capital Partners offer?","answer":"Clarkston Capital Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Clarkston Capital Partners use?","answer":"Clarkston Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $278M and State Street Bank & Trust Company (Quincy, MA), with $268M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Clarkston Capital Partners have?","answer":"Clarkston Capital Partners has 8 investment adviser representatives registered with state securities authorities, out of 21 employees, and 12 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Clarkston Capital Partners invest in?","answer":"At the end of its last fiscal year, Clarkston Capital Partners’ separately managed accounts held 82% exchange-traded equities, 11% cash and equivalents, 4% U.S. government and agency bonds and 3% investment grade corporate bonds. 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on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}