Champlain Investment Partners, LLC

RIASEC RegisteredEst. 2004

Total AUM

$10.2B

Discretionary

$10.2B

100% of AUM

Avg account

$116M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Burlington, Vermont
CRD number: 132474
Registered since: August 23, 2004
Website: cipvt.com
Custodians: THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies67.67%
Pension & Profit Sharing Plans8.33%
State / Municipal Government6.88%
Pooled Investment Vehicles6.43%
Charitable Organizations4%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Champlain Investment Partners, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered since 2004. The firm serves both individual & family clients and institutional investors, and it provides portfolio management across a range of structures: separate accounts for individuals and small businesses, investment companies, pooled vehicles, and institutional mandates. Its compensation mix includes a percentage-of-assets fee and performance-based fees. Champlain also has a registered-rep relationship with a broker‑dealer. The firm is not positioned as an ESG-focused manager, is not a multi-state adviser, and is not described as a dedicated capital allocator or pension consultant. Ownership is a mix of a domestic entity and an individual.