{
  "crd_number": 132474,
  "slug": "champlain-investment-partners-llc-burlington-vt-132474",
  "primary_business_name": "CHAMPLAIN INVESTMENT PARTNERS, LLC",
  "legal_name": "CHAMPLAIN INVESTMENT PARTNERS, LLC",
  "dbas": [],
  "city": "Burlington",
  "state": "VT",
  "country": "United States",
  "cbsa_code": "15540",
  "metro": {
    "cbsa_code": "15540",
    "common_name": "Burlington",
    "msa_name": "Burlington-South Burlington, VT",
    "path": "/advisors/vt/burlington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2004-08-23",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-03-16",
  "carried_forward": false,
  "raum_total": 10175097502.0,
  "raum_discretionary": 10175097502.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 32,
  "advisory_employees": 12,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 406820800.0,
      "count": 26
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 127148875.0,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 699552328.0,
      "count": 10
    },
    "insurance_companies": {
      "raum": 76527671.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 6885324210.0,
      "count": 7
    },
    "pension_profit_sharing": {
      "raum": 847105450.0,
      "count": 20
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 147471314.0,
      "count": 8
    },
    "pooled_investment_vehicles": {
      "raum": 654437380.0,
      "count": 5
    },
    "corporations_other_businesses": {
      "raum": 330709474.0,
      "count": 8
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NY",
    "TX",
    "VT"
  ],
  "websites": [
    "https://cipvt.com",
    "https://linkedin.com/company/champlain-investment-partners-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132474",
  "city_as_filed": "BURLINGTON",
  "url": "https://advisorcensus.com/firm/champlain-investment-partners-llc-burlington-vt-132474",
  "display_name": "Champlain Investment Partners, LLC",
  "summary": "Champlain Investment Partners, LLC is an SEC-registered investment advisory firm in Burlington, VT, registered since 2004, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.",
  "citation": "AdvisorCensus. Champlain Investment Partners, LLC (CRD 132474): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Champlain Investment Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Champlain Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Champlain Investment Partners, LLC located?",
      "a": "Champlain Investment Partners, LLC's principal office is in Burlington, VT, according to its Form ADV."
    },
    {
      "q": "Is Champlain Investment Partners, LLC registered with the SEC or a state?",
      "a": "Champlain Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 132474."
    },
    {
      "q": "How much does Champlain Investment Partners, LLC manage?",
      "a": "Champlain Investment Partners, LLC reports $10,175,097,502 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary)."
    },
    {
      "q": "How have Champlain Investment Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Champlain Investment Partners, LLC: Regulatory assets under management: $18,822,095,788 in the October 2021 data and $10,175,097,502 in the October 2026 data, down 46%. Total employees: 46 in October 2021 and 32 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Champlain Investment Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: charitable organizations (26); pension and profit sharing plans (but not the plan participants or government pension plans) (20); state or municipal government entities (including government pension plans) (10)."
    },
    {
      "q": "Which custodians does Champlain Investment Partners, LLC use?",
      "a": "Champlain Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists JP Morgan Chase Bank, N.A., The Bank of New York Mellon and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Champlain Investment Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/132474"
    },
    {
      "q": "What changed in Champlain Investment Partners, LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Employees performing advisory functions went from 14 to 12. Regulatory assets under management went from $16,250,049,883 to $10,175,097,502 (-37%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 18822095788.0,
      "total_employees": 46,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 22501129287.0,
      "total_employees": 49,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 15987680758.0,
      "total_employees": 42,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 17319756035.0,
      "total_employees": 42,
      "filing_date": "2024-09-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 16250049883.0,
      "total_employees": 42,
      "filing_date": "2025-07-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 10175097502.0,
      "total_employees": 32,
      "filing_date": "2026-03-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Employees performing advisory functions went from 14 to 12.",
        "Regulatory assets under management went from $16,250,049,883 to $10,175,097,502 (-37%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CA, PA, WI."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "JP Morgan Chase Bank, N.A.",
      "name_as_filed": "JP MORGAN CHASE BANK, N.A.",
      "affiliated": false
    },
    {
      "name": "The Bank of New York Mellon",
      "name_as_filed": "THE BANK OF NEW YORK MELLON",
      "affiliated": false
    },
    {
      "name": "The Northern Trust Company",
      "name_as_filed": "THE NORTHERN TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/champlain-investment-partners-llc-burlington-vt-132474.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 8,
      "fewer_than_5": false,
      "raum": 147471314.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 127148875.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 7,
      "fewer_than_5": false,
      "raum": 6885324210.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 654437380.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 20,
      "fewer_than_5": false,
      "raum": 847105450.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 26,
      "fewer_than_5": false,
      "raum": 406820800.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 10,
      "fewer_than_5": false,
      "raum": 699552328.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 76527671.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 330709474.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132474",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}