Gerald Wayne Hakala

Employer firm

Clarkston Capital Partners, LLC CRD 143456

$1.71B regulatory AUM 44 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2007 → 05/2019
  Clarkston Capital Partners, Llc
  Troy, MI
• 06/2019 → Present
  Clarkston Capital Partners, Llc
  Rochester, MI

Previous Registrations

• 2007-10-09 → 2007-10-09
  Clarkston Capital Partners, Llc
  Troy, MI

Other Businesses

Clarkston Companies, Inc. Not investment related. 303 East Third Street, Suite 110, Rochester, MI 48307. Holding company majority owner of Clarkston Capital Partners, LLC. Member of Board of Directors and Executive Vice President. Less than 5 hours per month during trading hours. Clarkston Third Financial, LLC. Not investment related. 303 East Third Street, Suite 110, Rochester, MI 48307. Holding company majority owner of Clarkston Capital Partners, LLC. Member of Board of Directors and Vice President. Less than 5 hours per month during trading hours. Clarkston Ventures, LLC. Investment related. 303 East Third Street, Suite 110, Rochester, MI 48307. Proprietary trading vehicle. Member of LLC. Less than 5 hours per month during trading hours. Clarkston 91 West, LLC. Not investment related. 91 West Long Lake Rd., Bloomfield Hills, MI 48304. Real estate holding company. Manager of LLC. Less than 5 hours per month during trading hours. Pop Daddy Popcorn, LLC. Not investment related. 5775 Brighton Pines Ct., Howell, MI 48843. Consumer snacks holding company. Less than five hours per month during trading hours.

Designations

• Chartered Financial Analyst

Other Names

• Gerald Wayne Hakala
• Jerry Hakala
• Gerald W. Hakala