Champlain Investment Partners, Llc
SEC-registered
Mutual Fund / Asset Manager · Large ($10B–$100B)
CRD 132474
· SEC file 801-63424
· Burlington, VT
· WWW.CIPVT.COM
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ADV data as of Mar 16, 2026
- Regulatory AUM
- $10.2B
- Discretionary
- $10.2B
- Clients
- 84
- Avg AUM / client
- $121M
- Accounts
- 88
- Employees
- 32
AUM over time
$4.2B
$22.5B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Investments (13F portfolio — 130 positions, $7,880,441,354)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Tradeweb Mkts Inc | CL A | $172,899,723 | 1,469,486 | 2.19% | 1.7% |
| 2 | Penumbra Inc | COM | $161,355,107 | 491,382 | 2.05% | 1.59% |
| 3 | Eog Res Inc | COM | $153,190,709 | 1,059,630 | 1.94% | 1.51% |
| 4 | Synopsys Inc | COM | $152,571,451 | 384,815 | 1.94% | 1.5% |
| 5 | Nutanix Inc | CL A | $152,425,992 | 4,010,155 | 1.93% | 1.5% |
| 6 | Fastenal Co | COM | $134,616,283 | 2,901,213 | 1.71% | 1.32% |
| 7 | Aaon Inc | COM PAR $0.004 | $132,565,997 | 1,602,006 | 1.68% | 1.3% |
| 8 | Veeva Sys Inc | CL A COM | $129,715,951 | 738,449 | 1.65% | 1.27% |
| 9 | Akamai Technologies Inc | COM | $129,245,299 | 1,125,340 | 1.64% | 1.27% |
| 10 | Esab Corporation | COM | $126,125,254 | 1,304,834 | 1.6% | 1.24% |
| 11 | Everpure Inc | CL A | $122,848,188 | 2,080,762 | 1.56% | 1.21% |
| 12 | Idex Corp | COM | $121,363,937 | 640,274 | 1.54% | 1.19% |
| 13 | Arch Cap Group Ltd | ORD | $121,166,737 | 1,262,285 | 1.54% | 1.19% |
| 14 | Texas Pacific Land Corporati | COM | $120,045,647 | 252,962 | 1.52% | 1.18% |
| 15 | Cullen Frost Bankers Inc | COM | $117,229,445 | 855,190 | 1.49% | 1.15% |
| 16 | Floor & Decor Hldgs Inc | CL A | $115,502,131 | 2,273,664 | 1.47% | 1.14% |
| 17 | Cooper Cos Inc | COM | $114,978,435 | 1,608,090 | 1.46% | 1.13% |
| 18 | Cava Group Inc | COM | $113,048,123 | 1,397,381 | 1.43% | 1.11% |
| 19 | Wyndham Hotels & Resorts Inc | COM | $111,926,573 | 1,377,897 | 1.42% | 1.1% |
| 20 | Commerce Bancshares Inc | COM | $111,452,908 | 2,265,303 | 1.41% | 1.1% |
| 21 | Hamilton Lane Inc | CL A | $108,070,364 | 1,087,227 | 1.37% | 1.06% |
| 22 | Ww Grainger Inc | COM | $107,585,499 | 98,629 | 1.37% | 1.06% |
| 23 | Carlisle Cos Inc | COM | $105,749,199 | 316,975 | 1.34% | 1.04% |
| 24 | Okta Inc | CL A | $105,513,510 | 1,340,535 | 1.34% | 1.04% |
| 25 | Msa Safety Inc | COM | $105,236,062 | 641,879 | 1.34% | 1.03% |
Top 25 of 130 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 8 | $147M | 1.45% |
| Banking or thrift institutions | Fewer than 5 clients | $127M | 1.25% |
| Investment companies | 7 | $6.9B | 67.7% |
| Pooled investment vehicles (non-investment companies) | 5 | $654M | 6.43% |
| Pension and profit sharing plans | 20 | $847M | 8.33% |
| Charitable organizations | 26 | $407M | 4.0% |
| State or municipal government entities | 10 | $700M | 6.88% |
| Insurance companies | Fewer than 5 clients | $76.5M | 0.75% |
| Corporations and other businesses | 8 | $331M | 3.25% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $766M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Champlain Small Cap Fund Llc | Other Private Fund | Delaware | $530M | 55 |
| Champlain Mid Cap Fund Llc | Other Private Fund | Delaware | $228M | 40 |
| Champlain Strategic Focus Fund, Llc | Other Private Fund | Delaware | $7.5M | 31 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| California Ironworkers Field Pension Trust Board Of Trustees, California Ironworkers Field Pension Trust Fun | 2024 | |
| Retail Food Employers & Ufcw Local 711 Pension Board Of Trustees Retail Food Employers & Ufcw Local 711 Pension | 2024 | |
| Minnesota Laborers Pension Fund Board Of Trustees Of Minnesota Laborers Pension Fund | 2024 | |
| The Bank Of New York Mellon Corporation Pension Plan The Bank Of New York Mellon | 2024 | |
| Samford University Pension Plan Samford University | 2024 | |
| 32 Bj North Pension Fund Board Of Trustees 32 Bj North Pension Fund | 2024 | |
| Meba Pension Trust Defined Benefit Plan Board Of Trustees, Meba Pension Trust Defined Benefit Plan | 2024 | |
| Operating Eng Cons Ind Misc. Pension Fund Bd Of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund | 2024 | |
| Siemens Energy, Inc. Pension Plan Siemens Energy, Inc. | 2024 | |
| Siemens Energy, Inc. Savings Plan Siemens Energy, Inc. | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brayman, Scott, Theodore | General And Limited Partner | Sep 2004 (22y) | Less than 5% | |
| O'connell, Judith, Wilkinson | General And Limited Partner | Sep 2004 (22y) | Less than 5% | |
| Ode, Eric, P | President & Chief Operating Officer | Jan 2018 (9y) | Less than 5% | |
| Garcia, Matthew, S | Chief Compliance Officer | Mar 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cip Management Holdings, Lp | Owner | Jan 2008 | A | 75% or more |
| Cip Management Gp, Llc | Managing Member | Jan 2008 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $766M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Champlain Small Cap Fund Llc | Other Private Fund | $530M | $1.0M | 55 |
| Champlain Mid Cap Fund Llc | Other Private Fund | $228M | $1.0M | 40 |
| Champlain Strategic Focus Fund, Llc | Other Private Fund | $7.5M | $1.0M | 31 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (10)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| California Ironworkers Field Pension Trust | Board Of Trustees, California Ironworkers Field Pension Trust Fun | 9,028 | $3.5B | 06/01/2024 |
| Retail Food Employers & Ufcw Local 711 Pension | Board Of Trustees Retail Food Employers & Ufcw Local 711 Pension | 8,603 | $367M | 01/01/2024 |
| Minnesota Laborers Pension Fund | Board Of Trustees Of Minnesota Laborers Pension Fund | 10,758 | $3.2B | 01/01/2024 |
| The Bank Of New York Mellon Corporation Pension Plan | The Bank Of New York Mellon | 5,336 | $5.2B | 01/01/2024 |
| Samford University Pension Plan | Samford University | 299 | $170M | 01/01/2024 |
| 32 Bj North Pension Fund | Board Of Trustees 32 Bj North Pension Fund | 5,786 | $529M | 01/01/2024 |
| Meba Pension Trust Defined Benefit Plan | Board Of Trustees, Meba Pension Trust Defined Benefit Plan | 2,436 | $928M | 01/01/2024 |
| Operating Eng Cons Ind Misc. Pension Fund | Bd Of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund | 3,934 | $846M | 01/01/2024 |
| Siemens Energy, Inc. Pension Plan | Siemens Energy, Inc. | 2,326 | $532M | 01/01/2024 |
| Siemens Energy, Inc. Savings Plan | Siemens Energy, Inc. | 11,052 | $4.0B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.9 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $861M (8% of AUM) Mar 2026
- State Street $766M (5% of AUM) Jul 2025
- J.P. Morgan $446M (4% of AUM) Mar 2026
- Northern Trust $365M (4% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗