DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Champlain Investment Partners, LLC
Latest filing Mar 16, 2026
First filing on the tape Mar 30, 2012 · 34 filings
SEC status approved since Aug 23, 2004
RAUM
$10B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
1.4%
$147M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
32
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$10B as of Mar 16, 2026
Mar 30, 2012$4.2B then
HNW client RAUM$147M as of Mar 16, 2026
Mar 29, 2018$3.6M then
State-registered IARs (5.B.3)0 as of Mar 16, 2026
Mar 30, 20120 then
Employees (5.A)32 as of Mar 16, 2026
Mar 27, 201321 then
Private funds4 as of Mar 16, 2026
Mar 30, 20122 then
RAUM -37% over the last fiscal year-14% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 16, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $18.4MderivedHNW RAUM over HNW clients
- Average account
- $116MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 20%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -37%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +60%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- $400M, 4 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$6.9B68%
- Pension and profit-sharing plans$847M8.3%
- State and municipal entities$700M6.9%
- Pooled investment vehicles$654M6.4%
- Charitable organizations$407M4.0%
- Corporations and businesses$331M3.3%
- High-net-worth individuals$147M1.4%
- Banks and thrifts$127M1.2%
- Insurance companies$76.5M0.8%
- Individual clients
- 0reported
- HNW clients
- 8reported
- Pension plan clients
- 20reported
- Charitable clients
- 26reported
- Accounts
- 88reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $400M for 4 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.01 fund_share=0.74 institutional_share=0.2 related_bd=false related_bank=false bd_reps=3.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Champlain Small Cap Fund LLC | Other Private Fund | $530M | 55 | Mar 30, 2012 |
| Champlain Mid Cap Fund LLC | Other Private Fund | $228M | 40 | Mar 30, 2012 |
| Champlain Strategic Focus Fund, LLC | Other Private Fund | $7.5M | 31 | Mar 30, 2020 |
| Champlain Emerging Markets Small Cap Fund, LLCno longer reported | Other Private Fund | $3.3M | 21 | Jan 31, 2019 |
| Champlain Emerging Markets Fund, LLCno longer reported | Other Private Fund | $1.8M | 20 | Mar 18, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Theodore Scott Brayman · Managing Partnercontrolsince 09/2004 · owns less than 5%
- S Matthew Garcia · Chief Compliance Officercontrolsince 03/2018 · owns less than 5%
- Wilkinson Judith O'Connell · Chief Executive Officer/Managing Partnercontrolsince 09/2004 · owns less than 5%
- P Eric Ode · President & Chief Operating Officercontrolsince 01/2018 · owns less than 5%
- Theodore Scott Brayman · General And Limited Partnercontrolsince 09/2004 · owns F of Cip Management Holdings, LP
- Theodore Scott Brayman · Managing Membercontrolsince 01/2008 · owns 50% to 75% of Cip Management Gp, LLC
- Wilkinson Judith O'Connell · General And Limited Partnercontrolsince 09/2004 · owns F of Cip Management Holdings, LP
- Wilkinson Judith O'Connell · Managing Membercontrolsince 01/2008 · owns 50% to 75% of Cip Management Gp, LLC
Entity owners
- Cip Management Gp, LLC · Managing Memberdirect · owns less than 5%
- Cip Management Holdings, LP · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Mar 16, 2026RAUM (Item 5.F) moved from $16,250,049,883 to $10,175,097,502 (-37.0%) between the annual amendments of 2025-03-26 and 2026-03-16; the peer median change was +13.0% (631 comparable advisers, 1.0th percentile of changes)peers: asset managers, $5B to $20B (631) · 1.0% percentile
What changed
consecutive filings, newest first
- Accounts · 100 to 88Jul 31, 2025 to Jan 29, 2026
- Advisory employees · 14 to 12Jul 31, 2025 to Jan 29, 2026
- BD registered reps · 5 to 3Jul 31, 2025 to Jan 29, 2026
- Charity clients · 24 to 26Jul 31, 2025 to Jan 29, 2026
- Corporate clients · 21 to 8Jul 31, 2025 to Jan 29, 2026
- HNW clients · 5 to 8Jul 31, 2025 to Jan 29, 2026
- Pension plan clients · 9 to 20Jul 31, 2025 to Jan 29, 2026
- Pooled vehicle clients · 4 to 5Jul 31, 2025 to Jan 29, 2026
- Assets in custody · $740M to $400MJul 31, 2025 to Jan 29, 2026
- Employees · 42 to 32Jul 31, 2025 to Jan 29, 2026
- Private funds · 3 to 4Jul 31, 2025 to Jan 29, 2026
- Discretionary RAUM · $16B to $10BJul 31, 2025 to Jan 29, 2026
- HNW RAUM · $120M to $147MJul 31, 2025 to Jan 29, 2026
- Pension RAUM · $360M to $847MJul 31, 2025 to Jan 29, 2026
- Pooled vehicle RAUM · $1.2B to $654MJul 31, 2025 to Jan 29, 2026
- RAUM · $16B to $10BJul 31, 2025 to Jan 29, 2026
- Financial planning clients · unset to Mar 26, 2025 to Jul 31, 2025
- Accounts · 119 to 100Sep 26, 2024 to Mar 26, 2025
- Advisory employees · 13 to 14Sep 26, 2024 to Mar 26, 2025
- BD registered reps · 4 to 5Sep 26, 2024 to Mar 26, 2025
- Charity clients · 26 to 24Sep 26, 2024 to Mar 26, 2025
- Corporate clients · 24 to 21Sep 26, 2024 to Mar 26, 2025
- HNW clients · 7 to 5Sep 26, 2024 to Mar 26, 2025
- Assets in custody · $766M to $740MSep 26, 2024 to Mar 26, 2025
- Discretionary RAUM · $17B to $16BSep 26, 2024 to Mar 26, 2025
- HNW RAUM · $143M to $120MSep 26, 2024 to Mar 26, 2025
- Pension RAUM · $297M to $360MSep 26, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $1.1B to $1.2BSep 26, 2024 to Mar 26, 2025
- RAUM · $17B to $16BSep 26, 2024 to Mar 26, 2025
- Accounts · 120 to 119Mar 29, 2023 to Mar 27, 2024
- Advisory employees · 14 to 13Mar 29, 2023 to Mar 27, 2024
- Charity clients · 27 to 26Mar 29, 2023 to Mar 27, 2024
- HNW clients · 6 to 7Mar 29, 2023 to Mar 27, 2024
- Pension plan clients · 10 to 9Mar 29, 2023 to Mar 27, 2024
- Assets in custody · $719M to $766MMar 29, 2023 to Mar 27, 2024
- Discretionary RAUM · $16B to $17BMar 29, 2023 to Mar 27, 2024
- HNW RAUM · $90.4M to $143MMar 29, 2023 to Mar 27, 2024
- Pension RAUM · $302M to $297MMar 29, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $1.1B to $1.1BMar 29, 2023 to Mar 27, 2024
- RAUM · $16B to $17BMar 29, 2023 to Mar 27, 2024
Signals
5 dated events
- Champlain Investment Partners, Llc reported RAUM $10.2B, down 37% from $16.3B (2025-07-31 to 2026-01-29)Jan 29, 2026 · RAUM change · derived
- Champlain Investment Partners, Llc reported RAUM $16.0B, down 29% from $22.5B (2022-11-30 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- Champlain Investment Partners, Llc reported RAUM $18.8B, up 32% from $14.2B (2020-06-29 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Champlain Investment Partners, Llc reported RAUM $14.2B, up 42% from $10.1B (2019-03-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Champlain Investment Partners, Llc reported RAUM $9.5B, up 26% from $7.6B (2017-03-31 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Champlain Investment Partners, LLC · Independent Sponsorsshared crd · capital_provider
- Champlain Investment Partners, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/champlain-investment-partners-llcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- CIPVT.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (802) 846-6200reportedpublic record, Form ADV, Mar 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026