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Champlain Investment Partners LLC
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CRD # | 132474 |
SEC # | 801-63424 |
CIK # | 0001315478 |
AUM | $17.3 BB (2024-07-30) |
Employees | 42 (31% Investors, 10% Brokers) |
Phone | 802-846-6200 |
Address | 180 Battery Street Burlington, VT 05401-5334 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
PSTG | 7.7 | 0.4 | |
FTV | 19.7 | 0.4 | |
OKTA | 14.6 | 0.4 | |
EG | 0.4 | ||
AME | 25.4 | 0.4 | |
NTNX | 3.3 | 0.3 | |
CFR | 7.6 | 0.3 | |
FRPT | 2.6 | 0.3 | |
RYAN | 4.2 | 0.3 | |
EW | 58.9 | 0.3 | |
View All |
Holdings by Sector ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | Champlain Emerging Markets Fund LLC | [2022-03-18] | 2.0 | 1.8 |
Other | Champlain Strategic Focus Fund LLC | [2020-03-30] | 5.8 | 7.5 |
Other | Champlain Emerging Markets Small Cap Fund LLC | [2019-01-31] | 2.7 | 3.3 |
Other | Champlain Mid Cap Fund LLC | [2012-03-30] | 198.2 | 228.5 |
Other | Champlain Small Cap Fund LLC | [2012-03-30] | 726.7 | 530.3 |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 7 | 0.1 |
(c) Banking or thrift institutions | 0 | 0.1 |
(d) Investment companies | 9 | 11.9 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 4 | 1.1 |
(g) Pension and profit sharing plans | 9 | 0.3 |
(h) Charitable organizations | 26 | 0.5 |
(i) State or municipal government entities | 10 | 1.2 |
(j) Other investment advisers | 0 | 0.1 |
(k) Insurance companies | 5 | 0.3 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 24 | 1.7 |
(n) Other | 0 | 0.0 |
Total | 119 | 17.3 |
By Discretionary | ||
Discretionary | 119 | 17.3 |
Non-Discretionary | 0 | 0.0 |
Total | 119 | 17.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.1 | |
United States Persons | 17.2 | |
Total | 119 | 17.3 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
Scott Brayman | 9 | ||
Eric Ode | 6 | ||
Wendy Nunez | 6 | ||
Judith Oconnell | 6 | ||
Matthew Garcia | 5 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001315478] | |
SC 13G | [0001315478] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Ottawa Avenue Private Capital LLC
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|
MI | 20.2 |
CV Advisors LLC
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|
FL | 9.7 |
Townsquare Capital LLC
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UT | 8.8 |
Connectus Wealth LLC
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MD | 8.7 |
Welch & Forbes LLC
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MA | 7.9 |
Vulcan Value Partners LLC
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AL | 7.9 |
The Caprock Group LLC
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ID | 6.9 |
CW Advisors LLC
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|
MA | 6.9 |
Canterbury Consulting Incorporated
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|
CA | 6.6 |
Imperial Fund Capital Partners LLC
✚
|
FL | 5.3 |