Clients
Champlain Investment Partners serves 84 clients, 26 of them charitable organizations. The average client has about $121 million with the firm, and high-net-worth clients hold 1% of its $10.2 billion in assets.
- Investment companies7 clients68%
- Pooled investment vehicles5 clients6%
- Pension and profit-sharing plans20 clients8%
- Charitable organizations26 clients4%
- State or municipal government entities10 clients7%
- OtherCorporations and other businesses, High-net-worth individuals, Banking or thrift institutions, Insurance companies7%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 8 | $147,471,314 | 1.4% | $18.4M |
| Banking or thrift institutions | Not reported | $127,148,875 | 1.2% | — |
| Investment companies | 7 | $6,885,324,210 | 67.7% | $983.6M |
| Pooled investment vehicles | 5 | $654,437,380 | 6.4% | $130.9M |
| Pension and profit-sharing plans | 20 | $847,105,450 | 8.3% | $42.4M |
| Charitable organizations | 26 | $406,820,800 | 4.0% | $15.6M |
| State or municipal government entities | 10 | $699,552,328 | 6.9% | $70.0M |
| Insurance companies | Not reported | $76,527,671 | 0.8% | — |
| Corporations and other businesses | 8 | $330,709,474 | 3.3% | $41.3M |
| Total | 84 | $10,175,097,502 | 100% | $121.1M |
- Clients
- 8
- Regulatory AUM
- $147,471,314
- Share
- 1.4%
- Avg. per client
- $18.4M
- Clients
- Not reported
- Regulatory AUM
- $127,148,875
- Share
- 1.2%
- Avg. per client
- —
- Clients
- 7
- Regulatory AUM
- $6,885,324,210
- Share
- 67.7%
- Avg. per client
- $983.6M
- Clients
- 5
- Regulatory AUM
- $654,437,380
- Share
- 6.4%
- Avg. per client
- $130.9M
- Clients
- 20
- Regulatory AUM
- $847,105,450
- Share
- 8.3%
- Avg. per client
- $42.4M
- Clients
- 26
- Regulatory AUM
- $406,820,800
- Share
- 4.0%
- Avg. per client
- $15.6M
- Clients
- 10
- Regulatory AUM
- $699,552,328
- Share
- 6.9%
- Avg. per client
- $70.0M
- Clients
- Not reported
- Regulatory AUM
- $76,527,671
- Share
- 0.8%
- Avg. per client
- —
- Clients
- 8
- Regulatory AUM
- $330,709,474
- Share
- 3.3%
- Avg. per client
- $41.3M
Total
- Clients
- 84
- Regulatory AUM
- $10,175,097,502
- Share
- 100%
- Avg. per client
- $121.1M
What it does
Champlain Investment Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Champlain Investment Partners advises 4 private funds.
100.0% of assets ($10.18B across 88 accounts) are managed with discretion. 3% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks96%
- Cash4%
Custodians
Champlain Investment Partners’ client accounts are held mainly at BNY Mellon, N.A., with 8% of managed assets, and J.P. Morgan, with 4%. Champlain Investment Partners has custody of $399.9M for 4 clients.
- BNY Mellon, N.A.BNY Mellon, N.A. · Pittsburgh, PA · $861.1M8%
- J.P. MorganJpmorgan Chase Bank, National Association · Columbus, OH · $445.9M4%
- The Northern TrustThe Northern Trust Company · Chicago, IL · $365.0M4%
- All other custodians$8.50B84%
Ownership and leadership
Cip Management Holdings, LP owns 75% or more of Champlain Investment Partners, and Judith O'Connell is its CEO.
- Owns 75% or more of Champlain Investment Partners, LLC
Cip Management Holdings, LP
Control person · since January 2008
- Owns 50% to 75% of Cip Management Holdings, LP
Scott Brayman
Control person · since September 2004
- Owns 50% to 75% of Cip Management Holdings, LP
Judith O'Connell
Control person · since September 2004
Leadership
- Judith O'ConnellChief Executive Officer/Managing Partner
- Eric OdePresident & Chief Operating Officer
- Matthew GarciaChief Compliance Officer
- Scott BraymanManaging Partner
Staff
- 32 employees
- 12 in advisory functions
- 3 broker-dealer reps
Reported holdings
Champlain Investment Partners’ reported 13F holdings total $3.89B across 129 positions, and the ten largest make up 17.6% of it.
- $3.89B
- Reported 13F value
- 129
- Positions
- 17.6%
- In the 10 largest
- −50.6%
- Value vs. prior quarter
- Nutanix Inc. · CL A2.7%
- Everpure Inc. · CL A2.3%
- Esab Corporation1.9%
- Penumbra Inc.1.8%
- Wyndham Hotels & Resorts Inc.1.5%
- Sprouts Fmrs Mkt Inc.1.5%
- Cullen Frost Bankers Inc.1.5%
- Okta Inc. · CL A1.4%
- Commerce Bancshares Inc.1.4%
- Msa Safety Inc.1.4%
Together, the ten largest are 17.6% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $3.89B is not its $10.18B in regulatory assets and does not represent any individual client's portfolio.
Fees
Champlain Investment Partners is paid through a percentage of assets under management and performance-based fees.
Champlain Investment Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Champlain Investment Partners has 0 offices, with 1 listed address in 1 state.
Vermont · 1 listed address
- 180 Battery Street, Suite 400, BurlingtonHQ
Registration details
- Legal name
- Champlain Investment Partners, LLC
- Headquarters
- 180 Battery Street, Suite 400, Burlington, VT 05401-5334
- Phone
- 802-846-6200
- Website
- Not reported
- SEC file
- 801-63424
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Champlain Investment Partners have?
Champlain Investment Partners has 84 clients and manages $10.2 billion for them, as of March 2026. They include 26 charitable organizations, 20 pension and profit-sharing plans and 10 state or municipal government entities.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Champlain Investment Partners offer?
Champlain Investment Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Champlain Investment Partners use?
Champlain Investment Partners’ separately managed account assets are held at BNY Mellon, N.A. (Pittsburgh, PA), with $861,092,467, Jpmorgan Chase Bank, National Association (Columbus, OH), with $445,874,686 and The Northern Trust Company (Chicago, IL), with $365,031,199. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Champlain Investment Partners have?
Champlain Investment Partners has 0 investment adviser representatives registered with state securities authorities, out of 32 employees, and 12 perform investment advisory functions. 3 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Champlain Investment Partners invest in?
At the end of its last fiscal year, Champlain Investment Partners’ separately managed accounts held 96% exchange-traded equities and 4% cash and equivalents. It advises 4 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Champlain Investment Partners?
Champlain Investment Partners is owned through a holding company by Scott Brayman and Judith O'Connell. Its direct owner is Cip Management Holdings, LP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Champlain Investment Partners get paid?
Champlain Investment Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file