Form D · Other Investment Fund

Clarkston QV Fund, LP

Bloomfield Hills, MI · CIK 0001949307

Offering snapshot reported Sep 30, 2026 · SEC filing

Reported sold: $80.6M
Investors reported: 57
Minimum accepted: $1M
First sale: Nov 22, 2022

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$75,110,207 → $80,585,207
Reported investors55 → 57

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Sep 30, 2026	Amendment	$80,585,207	$5,475,000vs Oct 1, 2025	57	SEC filing
Oct 1, 2025	Amendment	$75,110,207	$22,550,000vs Oct 2, 2024	55	SEC filing
Oct 2, 2024	Amendment	$52,560,207	$24,065,000vs Oct 3, 2023	47	SEC filing
Oct 3, 2023	Amendment	$28,495,207	No comparison	35	SEC filing
Oct 5, 2022	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-460852

Clarification under Item 11: The minimum initial subscription amount may be reduced at the sole discretion of the General Partner

Source: Form D, filed Sep 30, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CLARKSTON QV FUND, LP

Investment adviser: CLARKSTON CAPITAL PARTNERS, LLC

Gross asset value: $78.9M
Beneficial owners: 54
ADV minimum commitment: $1M

Reported in Form ADV on Jul 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES HARRISON, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHEN & COMPANY, LTD CLEVELAND, Ohio, United States

Custodian US BANK NATIONAL ASSOCIATION CINCINNATI, Ohio, United States Related to adviser: No

Marketer CAPINSIGHTS PARTNERS, LLC GREENSBORO, North Carolina, United States Related to adviser: No

Marketer OLD CITY SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

COHEN & COMPANY, LTD
PCAOB 925

US BANK NATIONAL ASSOCIATION
LEI 6BYL5QZYBDK8S7L73M02

CAPINSIGHTS PARTNERS, LLC
CRD 327448 · SEC 801-128581

OLD CITY SECURITIES LLC
CRD 171910 · SEC 8-69488

Filing source

Form ADV 2122818 · Jul 29, 2026 · Schedule D 7.B.(1), fund 805-8547285540

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
N/A Clarkston Capital Partners, Llc	Promoter
N/A Clarkston Qv Fund Gp, Llc	Promoter
Jeffrey A. Hakala	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

91 West Long Lake Road
Bloomfield Hills, MI, 48304