CHAMPLAIN INVESTMENT PARTNERS, LLC
SEC RegisteredDeliver Exceptional Investment Results and Develop Enduring Client Relationships
About the firm
Champlain Investment Partners seeks to make money and manage risk for clients through a disciplined investment process. The firm invests in companies with sustainable competitive advantages, durable business models, sound balance sheets, and reasonable valuations, with a focus on absolute returns and minimizing potential losses.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Champlain Investment Partners offers the following investment strategies: small cap core, mid cap core, and strategic focus.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 8 | $147M |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 5 | $654M |
| Charitable Organizations | 20 | $847M |
| State/Municipal Entities | 26 | — |
| Insurance Companies | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Small Cap - First $50M | 1.00% |
| Small Cap - Next $50M | 0.85% |
| Small Cap - Over $100M | 0.75% |
| Mid Cap - First $50M | 0.85% |
| Mid Cap - Next $50M | 0.75% |
| Mid Cap - Over $100M | 0.65% |
| SMID Cap - First $50M | 0.90% |
| SMID Cap - Next $50M | 0.80% |
| SMID Cap - Over $100M | 0.70% |
| Strategic Focus - First $50M | 0.85% |
| Strategic Focus - Next $50M | 0.75% |
| Strategic Focus - Over $100M | 0.65% |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CHAMPLAIN INVESTMENT PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.