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| Champlain Investment Partners LLC
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|---|---|
| CRD # | 132474 |
| SEC # | 801-63424 |
| CIK # | |
| AUM | 10.18 B (2026-03-16) |
| Employees | 32 (38% Investors, 9% Brokers) |
| Fees | |
| Minimum | |
| Phone | 802-846-6200 |
| Address | 180 Battery Street Burlington, VT 05401-5334 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Champlain SMID Cap Fund LLC | [2026-01-29] | 83.3 M | 1.4 M |
| Filed 2026-02-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Champlain Emerging Markets Fund LLC | [2022-03-18] | 2.0 M | 1.8 M |
| Filed 2022-05-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Champlain Strategic Focus Fund LLC | [2020-03-30] | 5.9 M | 8.3 M |
| Filed 2026-02-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Champlain Emerging Markets Small Cap Fund LLC | [2019-01-31] | 2.7 M | 3.3 M |
| Filed 2022-05-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Champlain Mid Cap Fund LLC | [2012-03-30] | 208.5 M | 104.0 M |
| Filed 2026-02-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Champlain Small Cap Fund LLC | [2012-03-30] | 753.2 M | 286.2 M |
| Filed 2026-02-11 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 8 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.1 |
| (d) Investment companies | 7 | 6.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 0.7 |
| (g) Pension and profit sharing plans | 20 | 0.8 |
| (h) Charitable organizations | 26 | 0.4 |
| (i) State or municipal government entities | 10 | 0.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 88 | 10.2 |
| By Discretionary | ||
| Discretionary | 88 | 10.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 88 | 10.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 10.1 | |
| Total | 88 | 10.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Scott Brayman | Executive Officer | 10 | 2 | |
| Eric Ode | Executive Officer | 7 | 2 | |
| Judith O'Connell | Executive Officer | 7 | 2 | |
| Wendy Nunez | Executive Officer | 6 | 2 | |
| Matthew Garcia | Executive Officer | 6 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $6.0B |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
| LEI | 549300CG1LTCDOSKX862 |
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