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CHAMPLAIN INVESTMENT PARTNERS, LLC
CRD 132474File 801-63424
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.