CHAMPLAIN INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2004

Total AUM

$10.2B

Discretionary

$10.2B

100% of AUM

Avg account

$116M

Accounts

88

Employees

32

Advisory reps

4

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 a SEC-registered investment adviser formed as an LLC in 2004 that serves both individual/family clients and institutions. The firm operates as a registered representative of a broker-dealer and provides discretionary portfolio management across individuals/small businesses, pooled vehicles, investment companies and institutional clients. Its fee arrangements include asset-based fees and performance-based compensation. Champlain reports that it does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities96%
Cash & Cash Equivalents4%

Owners & executives

3 of 4

ERIC ODE
Partner, President & Chief Operating OfficerCRD 5159081
MATTHEW GARCIA
Chief Compliance Officer & PartnerCRD 4960917
SCOTT BRAYMAN
Managing Partner and Chief Investment OfficerCRD 1348400

Unlock 1 more executives →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$3.4M in ETFs

Passive

100%

$3.4M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES RUSSELL MID-CAP ETF (IWR)	BlackRock	Passive	Mid Cap Blend	$3.4M	35,300	100.00%

Primary office

BURLINGTON, VT

CHITTENDEN

Location

BURLINGTON, VT

Headquartered in BURLINGTON, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.

Metro area: Burlington-South Burlington-Barre, VT
Region: Northeast
County: CHITTENDEN
Address: 180 Battery St
Time zone: ET (UTC-5)
Office locations

Similar firms

ONE DAY IN JULY LLC

BURLINGTON, VT

AUM $1.4BTEAM 23REPS 13

HANSON & DOREMUS INVESTMENT MANAGEMENT

BURLINGTON, VT

AUM $1.1BTEAM 14REPS 10

ROCK POINT ADVISORS, LLC

BURLINGTON, VT

AUM $656MTEAM 9REPS 4

TEUCRIUM INVESTMENT ADVISORS, LLC

BURLINGTON, VT

AUM $277MTEAM 12REPS 4

BIRCHVIEW CAPITAL, LP

BURLINGTON, VT

AUM $239MTEAM 6REPS 5

WESTVIEW INVESTMENT ADVISORS

BURLINGTON, VT

AUM $229MTEAM 5REPS 4

More RIAs in BURLINGTON →All Vermont RIAs →