Clarkston Capital Partners, LLC is a Michigan-based investment management firm that is 100% employee owned. Our Midwestern roots combined with our unconventional backgrounds provide the foundation for the investment philosophy we utilize to serve institutional and individual investors alike.
 
Clarkston’s beginnings trace back to 2004 when brothers Jeff and Jerry Hakala founded the firm following early careers other than investment management — public accounting and corporate finance, respectively. During this time, they developed a passion for investing, and without the prototypical portfolio management background, they were able to take a patient approach to developing their own investment strategy. Over time, the brothers developed an investment philosophy that we refer to as “Quality and Value” that relies on a combination of their Midwestern values and the patience and discipline developed through their atypical beginnings.

All investing is subject to risk, including the possible loss of principal.
This material has been prepared without regard to the individual financial circumstances and objectives of persons who receive it and should not be construed as investment advice or an offer or solicitation in respect to any products or services for any persons who are prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. Clarkston Capital Partners, LLC is registered as an investment adviser with the Securities and Exchange Commission (`SEC”) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the SEC and does not imply CCP has achieved a specific level of skill or ability.
Clarkston Capital Partners, LLC does not approve or endorse any third-party communications posted on this site.
©2020, Clarkston Capital Partners, LLC ADV10342

Business Development

Finance

Investment Management

Clarkston Capital Partners, LLC

Clarkston Capital Partners, LLC's headquarters in Bloomfield Hills, United States

Jeff Bergeron

Kim Winek

Joseph St. Andre

Sadia J.

This department focuses on conducting research and maintaining relationships with investors to support the organization's financial and strategic goals.

Research and Investor Relations

This department oversees organizational operations and ensures adherence to regulatory standards.

Operations and Compliance

This department is responsible for collecting, analyzing, and interpreting data to support decision-making and strategic planning.

Data Analysis

This department focuses on managing investment portfolios and facilitating relationships with investors.

Clarkston Capital Partners, LLC

Org chart

Teams

Research and Investor Relations

Operations and Compliance

Data Analysis

Investment Management

Offices

Clarkston Capital Partners, LLC

Org chart

Teams

Research and Investor Relations

Operations and Compliance

Data Analysis

Investment Management

Offices

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