Champlain Investment Partners, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Champlain Investment Partners, LLC
Overview
Champlain Investment Partners, LLC is a financial advisor firm headquartered in Burlington, Vermont. Champlain Investment Partners, LLC controls $16.0 billion in assets under management across 120 accounts, making it one of the largest firms in the country by assets under management (AUM). It has an average-sized group, including 14 financial advisors. Champlain Investment Partners, LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments like options, bonds and stocks.
Champlain Investment Partners, LLC administers all of its client assets on a discretionary basis. Discretionary management signifies that an investment advisor makes buy and sell choices for the client's account without requiring client approval. The investment advisory firm administers about $133.2 million for each account. The typical advisor at Champlain Investment Partners, LLC oversees about nine client accounts, making it one of the more individualized financial advisor firms in the country.
The company's central office is at 180 Battery Street, Burlington, Vermont 05401-5334. It is permitted to serve clients throughout a number of states, including California, Florida, New Jersey, New York, Pennsylvania, Texas, Vermont and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Champlain Investment Partners, LLC by the Numbers
$16.0 billion
42
120
$133.2 million
Fee Structure
Fees for financial management typically vary depending on which services the firm provides the client. Fees charged by the company likely are comprised of some combination of the following fee types: asset-based or performance-based. Champlain Investment Partners, LLC does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Champlain Investment Partners, LLC does business with a number of different clients. The company caters to high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies and corporations. Out of its 120 clients, Champlain Investment Partners, LLC's biggest client group is charitable organizations, though it also serves six high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 2% of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 6.38%
- Other Individuals - 0%
- Corporations - 64.89%
- Charitable Organizations - 28.72%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Champlain Investment Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.