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CHAMPLAIN INVESTMENT PARTNERS, LLC
CRD 132474File 801-63424
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$10.18B
Top 10% of cohort (national)
Discretionary AUM
$10.18B
Clients
84
88 accounts
Employees
32
Top 10% of cohort in VT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 23, 2004
- Principal office
- 180 BATTERY STREET, SUITE 400, BURLINGTON, VT, 05401-5334
- Phone
- (802) 846-6200
- Website
- HTTP://WWW.CIPVT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.18B
- Discretionary AUM
- $10.18B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 88
- Non-discretionary accounts
- 0
- Total accounts
- 88
- AUM per client
- $121.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $330.7M |
| Insurance companies | Fewer than 5 | $76.5M |
| Investment companies | 7 | $6.89B |
| Charitable organizations | 26 | $406.8M |
| High net worth individuals | 8 | $147.5M |
| Pooled investment vehicles | 5 | $654.4M |
| Banking or thrift institutions | Fewer than 5 | $127.1M |
| Pension and profit sharing plans | 20 | $847.1M |
| State or municipal government entities | 10 | $699.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 42 | 32 | decreased by10 |
| Feb 1, 2026 | Clients | 80 | 84 | increased by4 |
| Feb 1, 2026 | AUM | $16,250,049,883 | $10,175,097,502 | decreased by$6,074,952,381 |
| Feb 1, 2026 | Accounts | 100 | 88 | decreased by12 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 49 | 42 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 95 | 80 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $22,501,129,287 | $16,250,049,883 | decreased by$6,251,079,404 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 124 | 100 | decreased by24 |
| Apr 1, 2022 | Employees | 46 | 49 | increased by3 |
| Apr 1, 2022 | Clients | 92 | 95 | increased by3 |
| Apr 1, 2022 | AUM | $18,822,095,788 | $22,501,129,287 | increased by$3,679,033,499 |
| Apr 1, 2022 | Accounts | 119 | 124 | increased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHAMPLAIN INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHAMPLAIN INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.