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Manager; Co-Chief Investment Officer · Clarkston Capital Partners, LLC

Gerald W. Hakala

CRD 4763821 · Named on Form ADV at one SEC-registered adviser

At a glance

Clarkston Capital Partners, LLC, an SEC-registered asset manager based in Rochester, MI with $1.7 billion in regulatory assets, lists Gerald W. Hakala on its Form ADV as Manager; Co-Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Gerald’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jeffrey A. HakalaManager; Chief Executive Officer & Co-Chief Investment Officer, Clarkston Capital Partners, LLC
  • James G. SmithChief Financial Officer, Clarkston Capital Partners, LLC
  • Joyce M. LapretaChief Compliance Officer, Clarkston Capital Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gerald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.