CHAMPLAIN INVESTMENT PARTNERS, LLC
Adviser information for CHAMPLAIN INVESTMENT PARTNERS, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 42 |
---|---|
Investment Advisory/Research | 13 |
Registered Broker-Dealer Representatives | 4 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 119 | $17.3B |
Non-Discretionary | 0 | $0 |
Total | 119 | $17.3B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 7 | $142.5M |
Banking or thrift institutions | <5 | $140.0M |
Investment companies | 9 | $11.9B |
Business development companies | 0 | $0 |
Pooled investment vehicles | 4 | $1.1B |
Pension and profit sharing plans | 9 | $297.5M |
Charitable organizations | 26 | $472.6M |
State or municipal gov entities | 10 | $1.2B |
Other investment advisers | <5 | $71.1M |
Insurance companies | 5 | $285.6M |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 24 | $1.7B |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 2 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMPerformance-based fees |
Other Business Activities | Registered representative of a broker-dealer |
Principal Office
180 BATTERY STREETSUITE 400
BURLINGTON
VT
United States
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Tel: (802) 846-6200, Fax: (802) 846-6213
Chief Compliance Officer
MATTHEW GARCIA
180 BATTERY STREET
SUITE 400
BURLINGTON
VT
United States
Tel:
(802) 846-6200
Fax:
(802) 846-6213
M******@********M
(Full email address available in API data)
Regulatory Contact
BREANNE MCLERNAN
SENIOR ASSOCIATE
180 BATTERY STREET
SUITE 400
BURLINGTON
VT
United States
Tel:
(802) 846-6200
Fax:
802-846-6213
B********@********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
CHAMPLAIN MID CAP FUND LLC | LONG-ONLY, U.S. EQUITY POOLED INVESTMENT VEHICLE | $228.5M | $1.0M | 40 |
CHAMPLAIN SMALL CAP FUND LLC | LONG-ONLY, U.S. EQUITY POOLED INVESTMENT VEHICLE | $530.3M | $1.0M | 55 |
CHAMPLAIN STRATEGIC FOCUS FUND, LLC | LONG-ONLY, U.S. EQUITY POOLED INVESTMENT VEHICLE | $7.5M | $1.0M | 31 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BRAYMAN, SCOTT, THEODORE | Individual | CIP MANAGEMENT HOLDINGS, LP | GENERAL AND LIMITED PARTNER | 09/2004 | |
O'CONNELL, JUDITH, WILKINSON | Individual | CIP MANAGEMENT HOLDINGS, LP | GENERAL AND LIMITED PARTNER | 09/2004 | |
CIP MANAGEMENT HOLDINGS, LP | Domestic Entity | – | OWNER | 01/2008 | > 75% |
CIP MANAGEMENT GP, LLC | Domestic Entity | – | MANAGING MEMBER | 01/2008 | < 5% |
O'CONNELL, JUDITH, WILKINSON | Individual | CIP MANAGEMENT GP, LLC | MANAGING MEMBER | 01/2008 | 50-75% |
BRAYMAN, SCOTT, THEODORE | Individual | CIP MANAGEMENT GP, LLC | MANAGING MEMBER | 01/2008 | 50-75% |
O'CONNELL, JUDITH, WILKINSON | Individual | – | CHIEF EXECUTIVE OFFICER/MANAGING PARTNER | 09/2004 | < 5% |
BRAYMAN, SCOTT, THEODORE | Individual | – | MANAGING PARTNER | 09/2004 | < 5% |
GARCIA, MATTHEW, S | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2018 | < 5% |
ODE, ERIC, P | Individual | – | PRESIDENT & CHIEF OPERATING OFFICER | 01/2018 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ADVANCE AUTO PARTS INC | COM | 94M | 1M | – |
AGILENT TECHNOLOGIES INC | COM | 109M | 839K | – |
AKAMAI TECHNOLOGIES INC | COM | 165M | 2M | – |
ALBANY INTL CORP | CL A | 93M | 1M | – |
ALIGN TECHNOLOGY INC | COM | 132M | 547K | – |
AMERISAFE INC | COM | 42M | 962K | – |
AMETEK INC | COM | 350M | 2M | – |
ASANA INC | CL A | 56M | 4M | – |
ATRICURE INC | COM | 61M | 3M | – |
AUTODESK INC | COM | 125M | 505K | – |
AXON ENTERPRISE INC | COM | 176M | 599K | – |
THE BALDWIN INSURANCE GRP IN | COM CL A | 150M | 4M | – |
BANCFIRST CORP | COM | 48M | 548K | – |
BATH & BODY WORKS INC | COM | 93M | 2M | – |
BIO-TECHNE CORP | COM | 192M | 3M | – |
BOWLERO CORP | CL A COM | 41M | 3M | – |
BOX INC | CL A | 81M | 3M | – |
BRAZE INC | COM CL A | 113M | 3M | – |
BROWN FORMAN CORP | CL B | 219M | 5M | – |
CENTRAL GARDEN & PET CO | CL A NON-VTG | 86M | 3M | – |
CLOROX CO DEL | COM | 213M | 2M | – |
COMMVAULT SYS INC | COM | 62M | 510K | – |
CONFLUENT INC | CLASS A COM | 183M | 6M | – |
CONMED CORP | COM | 89M | 1M | – |
COOPER COS INC | COM | 147M | 2M | – |
CULLEN FROST BANKERS INC | COM | 322M | 3M | – |
DENTSPLY SIRONA INC | COM | 107M | 4M | – |
DEXCOM INC | COM | 232M | 2M | – |
EDWARDS LIFESCIENCES CORP | COM | 272M | 3M | – |
ENERPAC TOOL GROUP CORP | CL A COM | 119M | 3M | – |
ENTEGRIS INC | COM | 143M | 1M | – |
ESAB CORPORATION | COM | 77M | 810K | – |
ESCO TECHNOLOGIES INC | COM | 133M | 1M | – |
EUROPEAN WAX CTR INC | CLASS A COM | 37M | 4M | – |
EXACT SCIENCES CORP | COM | 95M | 2M | – |
FACTSET RESH SYS INC | COM | 148M | 363K | – |
FIRST FINL BANKSHARES INC | COM | 97M | 3M | – |
FIRST WATCH RESTAURANT GROUP | COM | 29M | 2M | – |
FORTIVE CORP | COM | 362M | 5M | – |
FRESHPET INC | COM | 318M | 2M | – |
FRESHWORKS INC | CLASS A COM | 82M | 6M | – |
GALLAGHER ARTHUR J & CO | COM | 158M | 609K | – |
GERMAN AMERN BANCORP INC | COM | 50M | 1M | – |
GLOBUS MED INC | CL A | 169M | 2M | – |
GRACO INC | COM | 137M | 2M | – |
HAYWARD HLDGS INC | COM | 74M | 6M | – |
HORMEL FOODS CORP | COM | 192M | 6M | – |
IRHYTHM TECHNOLOGIES INC | COM | 80M | 739K | – |
IDEX CORP | COM | 191M | 950K | – |
INNOSPEC INC | COM | 28M | 223K | – |
INSPIRE MED SYS INC | COM | 69M | 515K | – |
J & J SNACK FOODS CORP | COM | 60M | 370K | – |
JOHN BEAN TECHNOLOGIES CORP | COM | 146M | 2M | – |
KADANT INC | COM | 27M | 91K | – |
KEYSIGHT TECHNOLOGIES INC | COM | 192M | 1M | – |
KINSALE CAP GROUP INC | COM | 138M | 358K | – |
LAMB WESTON HLDGS INC | COM | 125M | 1M | – |
LANCASTER COLONY CORP | COM | 114M | 606K | – |
LESLIES INC | COM | 17M | 4M | – |
MGP INGREDIENTS INC NEW | COM | 121M | 2M | – |
MSA SAFETY INC | COM | 141M | 749K | – |
MCCORMICK & CO INC | COM NON VTG | 257M | 4M | – |
METTLER TOLEDO INTERNATIONAL | COM | 161M | 116K | – |
MONGODB INC | CL A | 212M | 848K | – |
MONTROSE ENVIRONMENTAL GROUP | COM | 60M | 1M | – |
NEOGEN CORP | COM | 100M | 6M | – |
NORDSON CORP | COM | 198M | 854K | – |
NOVANTA INC | COM | 83M | 507K | – |
NUTANIX INC | CL A | 328M | 6M | – |
OKTA INC | CL A | 361M | 4M | – |
OLLIES BARGAIN OUTLET HLDGS | COM | 65M | 662K | – |
OMNICELL COM | COM | 47M | 2M | – |
PJT PARTNERS INC | COM CL A | 60M | 553K | – |
PALO ALTO NETWORKS INC | COM | 159M | 469K | – |
PALOMAR HLDGS INC | COM | 108M | 1M | – |
PENUMBRA INC | COM | 231M | 1M | – |
PHREESIA INC | COM | 51M | 2M | – |
PLANET FITNESS INC | CL A | 259M | 4M | – |
PROCEPT BIOROBOTICS CORP | COM | 83M | 1M | – |
PURE STORAGE INC | CL A | 385M | 6M | – |
RB GLOBAL INC | COM | 87M | 1M | – |
RBC BEARINGS INC | COM | 87M | 324K | – |
REPLIGEN CORP | COM | 72M | 571K | – |
ROCKWELL AUTOMATION INC | COM | 238M | 864K | – |
RYAN SPECIALTY HOLDINGS INC | CL A | 281M | 5M | – |
SALLY BEAUTY HLDGS INC | COM | 42M | 4M | – |
SELECTIVE INS GROUP INC | COM | 93M | 987K | – |
SENSIENT TECHNOLOGIES CORP | COM | 98M | 1M | – |
SERVICENOW INC | COM | 527K | 670 | – |
SERVISFIRST BANCSHARES INC | COM | 90M | 1M | – |
SHAKE SHACK INC | CL A | 53M | 587K | – |
SI-BONE INC | COM | 32M | 2M | – |
SIMPLY GOOD FOODS CO | COM | 141M | 4M | – |
SKYWARD SPECIALTY INS GROUP | COM | 67M | 2M | – |
SMARTSHEET INC | COM CL A | 119M | 3M | – |
SMUCKER J M CO | COM NEW | 159M | 1M | – |
STANDEX INTL CORP | COM | 104M | 643K | – |
STOCK YDS BANCORP INC | COM | 57M | 1M | – |
SYNOPSYS INC | COM | 147M | 247K | – |
TANDEM DIABETES CARE INC | COM NEW | 66M | 2M | – |
TENABLE HLDGS INC | COM | 84M | 2M | – |
TOAST INC | CL A | 233M | 9M | – |
TORO CO | COM | 158M | 2M | – |
TRACTOR SUPPLY CO | COM | 136M | 505K | – |
TRADEWEB MKTS INC | CL A | 191M | 2M | – |
TRANSCAT INC | COM | 40M | 335K | – |
TRIMAS CORP | COM NEW | 49M | 2M | – |
ULTA BEAUTY INC | COM | 223M | 579K | – |
UTZ BRANDS INC | COM CL A | 85M | 5M | – |
VEEVA SYS INC | CL A COM | 209M | 1M | – |
VERACYTE INC | COM | 69M | 3M | – |
VITA COCO CO INC | COM | 35M | 1M | – |
WSFS FINL CORP | COM | 60M | 1M | – |
WATERS CORP | COM | 220M | 757K | – |
WEST PHARMACEUTICAL SVSC INC | COM | 113M | 342K | – |
WORKDAY INC | CL A | 128M | 572K | – |
WORKIVA INC | COM CL A | 80M | 1M | – |
XYLEM INC | COM | 191M | 1M | – |
ZSCALER INC | COM | 193M | 1M | – |
EVEREST GROUP LTD | COM | 360M | 944K | – |
STERIS PLC | SHS USD | 223M | 1M | – |
JFROG LTD | ORD SHS | 68M | 2M | – |