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HTTP://WWW.CLARKSTONCAPITAL.COM • BLOOMFIELD HILLS, MI • Investment Advisor How do I update this listing?
Clarkston Capital Partners is based out of Bloomfield Hills. Clarkston Capital Partners is a large advisory firm with 796 clients and discretionary assets under management (AUM) of $3,572,588,774 (Form ADV from 2017-12-01). Their last reported 13F filing for Q4 2018 included $2,599,525,000 in managed 13F securities and a top 10 holdings concentration of 46.76%. Clarkston Capital Partners's largest holding is Western Union Co (The) with shares held of 10,711,700. Clarkston Capital Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 26 13F filings, and 2 13G filings
12/31/2018
12/31/2018
12/31/2018
12/31/2018
12/31/2018
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14
Performance for Q4 2018: | -0.83% |
Performance Last 4 Quarters: | 1.48% |
Stdev (5-yrs): | Subscription required | BETA (5-yrs): | Subscription required | ALPHA (3-yrs): | Subscription required |
Max Drawdown (all-years): | Subscription required | Annualized Perf (3-yrs): | Subscription required | Batting Avg vs S&P. (3-yrs): | Subscription required |
Sortino (3-yrs): | Subscription required | Stutzer (3-yrs): | Subscription required | Treynor (3-yrs): | Subscription required |
Sterling (3-yrs): | Subscription required | Calmar (3-yrs): | Subscription required | Information Ratio (3-yrs): | Subscription required |
Tracking Error (3 yrs): | Subscription required | Stdev Down (3-yrs): | Subscription required | Winning Months %: | Subscription required |
Losing Months %: | Subscription required | Best 12 Months: | Subscription required | Worst 12 Months: | Subscription required |
Efficiency Ratio (3-yrs): | Subscription required | Sharpe: | Subscription required | Stdev Sectors: | Subscription required |
Skewness (3-yrs): | Subscription required | Kurtosis (3-yrs): | Subscription required | Upside Potential (3-yrs): | Subscription required |
SEC Registration as : | Large Advisory Firm,Investment advisor to an investment company |
Form of Organization: | Limited Liability Company |
Organized in: | MI |
Number of employees: | 29 |
Other Business Activities: | |
Advisor Fees/Compensation: | Percentage of assets under management,Fixed fees |
Amount of client funds and securities: | 2,140,430,000 |
Total Number of Clients: | 796 |
Amount of client funds and securities by related persons: | |
Total Number of clients from related persons: | |
Disclosures: |
Name | Title | Start Date | Direct/Indirect | % Ownership | ||||||||||||||||||||||||||||||||||||
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HAKALA, JEFFREY, ANTHONY | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | 03/01/2017 | Direct | 25 - 50% | ||||||||||||||||||||||||||||||||||||
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HAKALA, GERALD, WAYNE | MANAGING PARTNER, EQUITIES | 03/01/2017 | Direct | 25 - 50% | ||||||||||||||||||||||||||||||||||||
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GIANINO, SALVATORE, F. (MI ONLY) | CHIEF FINANCIAL OFFICER | 01/01/2016 | Direct | less than 5% | ||||||||||||||||||||||||||||||||||||
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JEREMY J. MODELL REVOCABLE LIVING TRUST DTD 11/6/2003 | MEMBER | 01/01/2012 | Direct | 25 - 50% | ||||||||||||||||||||||||||||||||||||
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EISENBEIS, AMY, LEIGH | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | 03/01/2016 | Direct | less than 5% | ||||||||||||||||||||||||||||||||||||
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MODELL, JEREMY, JOSEPH | MANAGING PARTNER AND PORTFOLIO MANAGER, FIXED INCOME / TRUSTEE OF JEREMY J. MODELL REVOCABLE LIVING TRUST DTD 11/6/2003 | 03/01/2017 | Direct | 25 - 50% | ||||||||||||||||||||||||||||||||||||
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Kuhl, Kevin, Roger | CHIEF OPERATING OFFICER | 03/01/2017 | Direct | less than 5% | ||||||||||||||||||||||||||||||||||||
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MODELL, JEREMY, JOSEPH | TRUSTEE JEREMY J. MODELL REVOCABLE LIVING TRUST DTD 11/6/2003 | 11/01/2003 | Indirect | 75% or more | ||||||||||||||||||||||||||||||||||||
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Name | Country | Fund Identification Number | Fund Type | Gross Asset Value | Minimum Investment | Other |
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BBH CLARKSTON SMALL/MID CAP MASTER FUND, LP | Cayman Islands | 805-2512456691 | Other Private Fund AN UNREGISTERED ACTIVELY MANAGED COLLECTIVE OR POOLED INVESTMENT VEHICLE USED FOR MAKING INVESTMENTS IN VARIOUS EQUITY SECURITIE | 542,222,132 | 250,000 | Master Fund |
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