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| Champlain Investment Partners LLC
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|
|---|---|
| CRD # | 132474 |
| SEC # | 801-63424 |
| CIK # | 0001315478 |
| AUM | $16.0 BB (2023-03-29) |
| Employees | 42 (33% Investors, 10% Brokers) |
| Phone | 802-846-6200 |
| Address | 180 Battery Street Burlington, VT 05401-5334 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| PSTG | 7.7 | 0.4 | |
| RE | 11.1 | 0.4 | |
| AME | 25.4 | 0.4 | |
| FTV | 19.7 | 0.4 | |
| WDAY | 36.6 | 0.3 | |
| TW | 14.7 | 0.3 | |
| IART | 4.5 | 0.3 | |
| TTC | 8.0 | 0.3 | |
| PANW | 49.0 | 0.3 | |
| OKTA | 14.6 | 0.3 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Champlain Emerging Markets Fund LLC | [2022-03-18] | 2.0 | 1.8 |
| Other | Champlain Strategic Focus Fund LLC | [2020-03-30] | 4.3 | 5.8 |
| Other | Champlain Emerging Markets Small Cap Fund LLC | [2019-01-31] | 2.7 | 3.3 |
| Other | Champlain Mid Cap Fund LLC | [2012-03-30] | 185.2 | 224.9 |
| Other | Champlain Small Cap Fund LLC | [2012-03-30] | 661.2 | 487.9 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.1 |
| (d) Investment companies | 8 | 11.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 1.1 |
| (g) Pension and profit sharing plans | 10 | 0.3 |
| (h) Charitable organizations | 27 | 0.5 |
| (i) State or municipal government entities | 10 | 1.0 |
| (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 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 120 | 16.0 |
| By Discretionary | ||
| Discretionary | 120 | 16.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 120 | 16.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 15.9 | |
| Total | 120 | 16.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Scott Brayman | 9 | ||
| Wendy Nunez | 6 | ||
| Eric Ode | 6 | ||
| Judith Oconnell | 6 | ||
| Matthew Garcia | 5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001315478] | |
| SC 13G | [0001315478] |
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|---|---|---|
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|
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CA | 4.4 |
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WA | 4.1 |