Kurt P Terrien

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

• 09/2013 → 06/2019
  Clarkston Capital Partners, Llc
  Bloomfield Hills, MI
• 07/2015 → Present
  Alps Distributors, Inc
  Denver, CO
• 06/2019 → 01/2024
  Clarkston Capital Partners, Llc
  Bloomfield Hills, MI
• 01/2024 → Present
  Clarkston Capital Partners, Llc
  Rochester, MI

Other Businesses

1. Clarkston Capital Partners, LLC; Investment-Related; 303 E Third St Suite 110, Rochester, MI 48307; RIA; Chief Administrative Officer; 09/02/2013; 160 Hrs/Mon; 130 Hrs/Mon During trading hours; Trading, Sales and Service, Oversee Back Office Operations, Middle Office Support IT. 2. ALPS Distributors, Inc; Investment-Related; 1290 Broadway, Suite 1000; Broker-Dealer; Registered Representative; 07/20/2015; 160 Hrs/Mon; 130 Hrs/Mon During Trading Hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-20
• S63 Uniform Securities Agent State Law Examination
  2015-09-08