Champlain Investment Partners LLC

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Assets, Funds, Holdings

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Champlain Investment Partners LLC
CRD #132474
SEC #801-63424
CIK #0001315478
AUM $17.3 BB (2024-07-30)
Employees 42 (31% Investors, 10% Brokers)
Phone802-846-6200
Address180 Battery Street
Burlington, VT 05401-5334
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
25201510502004201120182025
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 ($BB)
25201510502013201720212025
Type Form D Funds Date Sold ($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]
Form 13D/13G Filer Form 13D/13G Subject Filed
Champlain Investment Partners LLC Palomar Holdings Inc [2024-02-13]
Champlain Investment Partners LLC Enerpac Tool Group Corp [2024-02-13]
Champlain Investment Partners LLC UTZ Brands Inc [2023-02-13]
Champlain Investment Partners LLC Transcat Inc [2023-02-13]
Champlain Investment Partners LLC Freshpet Inc [2023-02-13]
Champlain Investment Partners LLC European WAX Center Inc [2023-02-13]
Champlain Investment Partners LLC BRP Group Inc [2023-02-13]
Champlain Investment Partners LLC Asana Inc [2023-02-13]
Champlain Investment Partners LLC Zevia PBC [2022-02-11]
Champlain Investment Partners LLC Vapotherm Inc [2022-02-11]
View All
Comparable Firms State AUM ($BB)
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MI 20.2
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FL 9.7
Townsquare Capital LLC
UT 8.8
Connectus Wealth LLC
MD 8.7
Welch & Forbes LLC
MA 7.9
Vulcan Value Partners LLC
AL 7.9
The Caprock Group LLC
ID 6.9
CW Advisors LLC
MA 6.9
Canterbury Consulting Incorporated
CA 6.6
Imperial Fund Capital Partners LLC
FL 5.3
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