Case Study

Clarkston Capital Partners, LLC

Clarkston was looking for an efficient and comprehensive solution to launch a fund under an existing series trust. With pre-existing demand for the product, they were eager to get the series trust started, so time to market was an important factor in choosing a solution. The administrative time it would have taken to launch a stand-alone trust would have further delayed the time to market. As Clarkston had several projects already in progress at the start of the launch, finding a partner who could support launching the fund was crucial.