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

Identifiers

SEC RIA File Number 801-63424
SEC ERA File Number 801-63424
SEC CIK Numbers 1315478
SEC CRD Numbers 132474
Legal Entity Identifier 549300CG1LTCDOSKX862

Principal Office

180 BATTERY STREET
SUITE 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
(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
(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

5025020202021202220232024202541 on 3/30/202041 on 6/29/202046 on 3/30/202146 on 1/12/202246 on 1/28/202249 on 3/18/202249 on 3/31/202249 on 11/30/202249 on 11/30/202242 on 3/29/202342 on 3/27/2024

RAUM, Historic

30B15B020202021202220232024202514243945788 on 3/30/202014243945788 on 6/29/202018822095788 on 3/30/202118822095788 on 1/12/202218822095788 on 1/28/202222501129287 on 3/18/202222501129287 on 3/31/202222501129287 on 11/30/202222501129287 on 11/30/202215987680758 on 3/29/202317319756035 on 3/27/2024

No. Clients, Historic

10050020202021202220232024202580 on 3/30/202080 on 6/29/202092 on 3/30/202192 on 1/12/202292 on 1/28/202295 on 3/18/202295 on 3/31/202295 on 11/30/202295 on 11/30/202294 on 3/29/202394 on 3/27/2024

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