Champlain Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Burlington, VT. Its latest Form ADV filing, dated March 16, 2026, reports $10.2B in regulatory assets under management, 32 employees, and 88 accounts.
Assets Under Management
$10.2B
Employees
32
Offices
--
Total Clients
84
Primary office
BURLINGTON, VT
180 BATTERY STREET, SUITE 400, BURLINGTON, VT, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentCharitable represent 31.0% of total clients.
Top client categories% of clientsClients
1
Charitable
31.0%
26
2
Pension Plans
23.8%
20
3
Government
11.9%
10
4
HNWI
9.5%
8
5
Corporations
9.5%
8
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.2Bas of March 16, 2026
Discretionary100.0%
$10.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$10.2B
Total Accounts88
10Y AUM Change+$2.6B (+34.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees32
Clients per Employee3:1
10Y Employee Change-3 (-8.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.