Champlain Investment Partners, LLC is a large advisory firm based in Burlington. It manages $10.05 billion of regulatory assets for 83 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, New York, Texas, and Vermont.
Champlain Investment Partners provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Champlain Investment Partners, LLC is $10.05 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 773105% since the beginning of its operation, and $246.95 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Champlain Investment Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, investment companies, charitable organizations, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Champlain Investment Partners is investment companies with 10 clients and $6.73 billion of assets under management. Among the 7 most similar advisory firms, Champlain Investment Partners has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $9.74 billion for 69 clients. 1% of the firm’s clients are foreign persons or businesses.
Champlain Investment Partners also advises several private funds. Namely, three other private funds. The minimum investment commitment required of non-related persons ranges from $25,000 to $1,000,000.
The company employs 40 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Champlain Investment Partners, LLC performs its advisory services is located at 180 Battery Street, Burlington, VT 05401 5334, which is also the mailing address of the firm. An additional office of the firm is in Irvine, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (802) 846-6200 or by fax (802) 846-6213. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at cipvt.com.