Data / Investment advisers / Vermont / Champlain Investment Partners, LLC
Champlain Investment Partners, LLC, Burlington, VT: $10.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Champlain Investment Partners, LLC is an SEC registered investment adviser with its main office in Burlington, Vermont and reports $10.2 billion in regulatory assets under management in its Form ADV filed March 16, 2026. Its clients include investment companies, pension and profit sharing plans and state and municipal governments. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
The request: Watch Champlain Investment Partners, LLC (CRD number 132474): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 132474
- SEC file number
- 801-63424
- SEC status
- Approved, effective August 23, 2004
- Main office
- 180 Battery Street Suite 400, Burlington, VT 05401
- Phone
- (802) 846-6200
- Website
- cipvt.com
- Regulatory AUM
- $10,175,097,502 in the Form ADV filed March 16, 2026
- Discretionary AUM
- $10,175,097,502
- Accounts
- 88
- Employees
- 32, of which 12 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 4 other private funds
- Gross assets of private funds
- $399,933,340
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 7 | $6.89 billion |
| Pension and profit sharing plans | 20 | $847.1 million |
| State or municipal government entities | 10 | $699.6 million |
| Pooled investment vehicles | 5 | $654.4 million |
| Charitable organizations | 26 | $406.8 million |
| Corporations or other businesses | 8 | $330.7 million |
| High net worth individuals | 8 | $147.5 million |
| Banking or thrift institutions | Fewer than 5 | $127.1 million |
| Insurance companies | Fewer than 5 | $76.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $10.18 billion | January 29, 2026 |
| December 1, 2025 | $16.25 billion | July 31, 2025 |
Other advisers in Burlington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| One Day in July LLC | Burlington | $1.36 billion | Not listed | adviserinfo.sec.gov |
| Hanson & Doremus Investment Management | Burlington | $1.06 billion | Not listed | adviserinfo.sec.gov |
| Rock Point Advisors, LLC | Burlington | $655.7 million | Not listed | adviserinfo.sec.gov |
| Teucrium Investment Advisors, LLC | Burlington | $277.4 million | Not listed | adviserinfo.sec.gov |
| Birchview Capital, LP | Burlington | $239.1 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Burlington, VT
- Investment advisers in Vermont
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Champlain Investment Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.