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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) |
|---|
| CIK | Period |
|---|---|
| 0001315478 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Pure Storage Inc | 7.7 | 0.4 | |
| Everest RE Group Ltd | 11.1 | 0.4 | |
| Ametek INC/ | 25.4 | 0.4 | |
| Fortive Corp | 19.7 | 0.4 | |
| Workday Inc | 36.6 | 0.3 | |
| Tradeweb Markets Inc | 14.7 | 0.3 | |
| Integra Lifesciences Holdings Corp | 4.5 | 0.3 | |
| Toro Co | 8.0 | 0.3 | |
| Palo Alto Networks Inc | 49.0 | 0.3 | |
| Okta Inc | 14.6 | 0.3 | |
| Freshpet Inc | 2.6 | 0.2 | |
| Veeva Systems Inc | 31.0 | 0.2 | |
| Edwards Lifesciences Corp | 58.9 | 0.2 | |
| Waters Corp /DE/ | 19.8 | 0.2 | |
| Dexcom Inc | 29.3 | 0.2 | |
| Nordson Corp | 11.7 | 0.2 | |
| IDEX Corp /DE/ | 13.7 | 0.2 | |
| McCormick & Co Inc | 23.3 | 0.2 | |
| Steris PLC | 20.5 | 0.2 | |
| Generac Holdings Inc | 13.9 | 0.2 | |
| Rockwell Automation Inc | 23.0 | 0.2 | |
| Nutanix Inc | 3.3 | 0.2 | |
| Akamai Technologies Inc | 14.8 | 0.2 | |
| Align Technology Inc | 19.1 | 0.2 | |
| Advance Auto Parts Inc | 10.8 | 0.2 | |
| Zscaler Inc | 22.0 | 0.2 | |
| Penumbra Inc | 4.8 | 0.2 | |
| John Bean Technologies Corp | 3.6 | 0.2 | |
| Clorox Co /DE/ | 16.9 | 0.2 | |
| Leslie's Inc | 2.9 | 0.2 | Prev | Page 1 | Next |
| 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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|---|---|---|
|
Ottawa Avenue Private Capital LLC
✚
|
MI | 17.4 |
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FL | 8.4 |
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MA | 6.8 |
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ID | 5.9 |
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CA | 5.4 |
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Northside Capital Management LLC
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OR | 4.6 |
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EPIQ Capital Group LLC
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CA | 4.4 |
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Balentine LLC
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GA | 4.4 |
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NY | 4.3 |
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Pacific Portfolio Consulting LLC
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WA | 4.1 |