Champlain Investment Partners

What Champlain Investment Partners does

Champlain Investment Partners, LLC is an independent, employee-owned registered investment advisor founded in 2004 and headquartered in Burlington, Vermont. The firm manages approximately $8.23 billion in assets under management (as of 03.31.26) across three equity strategies: a Small Cap Core portfolio (65–100 stocks drawn from the Russell 2000, S&P SmallCap 600, and S&P MidCap 400), a Mid Cap Core portfolio (50–75 stocks from the Russell Midcap, S&P MidCap 400, and S&P 500), and a concentrated Strategic Focus portfolio (15–30 stocks). The firm serves institutional clients — including endowments, foundations, Taft-Hartley plans, family offices, healthcare and religious organizations, colleges and universities, and corporate and public pension plans — alongside a smaller set of mutual fund and collective fund vehicles for US investors.

These strategies are delivered through institutional separate accounts ($10M minimum), commingled funds ($1M minimum), mutual fund share classes (Advisor at $10K and Institutional at $1M minimums), and collective investment trusts for qualified retirement plans. Mutual fund distribution is handled by SEI Investments Distribution Co. (SIDCO), and collective funds are managed with SEI Trust Company as trustee; Champlain itself does not maintain a disclosed proprietary technology platform. Revenue is generated exclusively through management and expense fees calculated as a percentage of AUM, with disclosed institutional separate account fee schedules ranging from 1.00% (small cap, first $50M) down to 0.65% (mid cap, over $100M), and mutual fund net expense ratios between 0.85% and 1.24%.

The firm is led by founding partners Scott T. Brayman (Managing Partner and CIO) and Judith W. O'Connell (Managing Partner and CEO), supported by an Operating Committee and a partner group averaging over 26 years of asset management experience. Investment decisions follow a disciplined, process-oriented framework emphasizing companies with sustainable competitive advantages, durable business models, sound balance sheets, capable management, and reasonable valuations, with risk management applied through a proprietary sector-factors approach across Consumer, Financials, Health Care, Industrials, and Technology. Distribution is relationship-driven via a dedicated client service and consultant relations team, with no social media marketing due to fraud concerns. The Champlain Funds are available to US investors only.

Name

Champlain Investment Partners

Legal name

Champlain Investment Partners, LLC

Website

https://cipvt.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

Champlain Investment Partners is an independent, employee-owned asset manager founded in 2004, managing approximately $8.23 billion in small-cap, mid-cap, and concentrated equity strategies for institutional clients via separate accounts, mutual funds, and collective trusts.

Ownership category

akta.pro rank

Headquarters

HQ city

Burlington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Management Fees: The firm generates revenue through management fees charged on assets under management across its investment strategies (Small Cap, Mid Cap, and Strategic Focus). Fees are calculated as a percentage of AUM and vary by strategy tier and client size.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels2 records

Core offering

Champlain Investment Partners is an independent, employee-owned asset management firm that delivers three equity investment strategies — Small Cap Core (65-100 stocks), Mid Cap Core (50-75 stocks), and Strategic Focus (15-30 concentrated positions) — to institutional and high-net-worth investors. Strategies are offered through multiple investment vehicles including institutional separate accounts ($10M minimum), commingled funds ($1M minimum), mutual funds (Advisor and Institutional share classes), and collective funds for qualified retirement plans.

Product overview

Champlain Investment Partners offers three core investment strategies: Small Cap Core, Mid Cap Core, and Strategic Focus. These strategies are delivered through multiple investment vehicles including institutional separate accounts, commingled funds, mutual funds, and collective funds. The mutual fund offerings include the Champlain Small Company Fund (available in Advisor and Institutional share classes), Champlain Mid Cap Fund (Advisor and Institutional shares), and Champlain Strategic Focus Fund (Advisor and Institutional shares). The firm also operates an educational program called the Champlain Fellows. All strategies are distributed through SEI Investments Distribution Co. and managed with a focus on absolute returns and risk management.

Differentiator

Problem solved

Functional benefit

Products and services

• Small Cap Core Strategy An equity strategy investing in 65 to 100 common stocks of small and, to a lesser extent, medium sized companies drawn from the Russell 2000, S&P SmallCap 600, and S&P MidCap 400, targeting attractive long-term fundamentals and reasonable valuations.
• Mid Cap Core Strategy An equity strategy investing in 50 to 75 common stocks of medium sized companies and, to a lesser extent, small and large sized companies drawn from the Russell MidCap, S&P MidCap 400, and S&P 500.
• Strategic Focus Strategy A concentrated portfolio of 15 to 30 common stocks selected from the Champlain Mid Cap Strategy and S&P MidCap 400, investing in companies with exceptional management teams and attractive market opportunities.
• Institutional Separate Accounts Customized portfolio management accounts for institutional investors across the firm's Small Cap, Mid Cap, and Strategic Focus strategies with a $10 million minimum investment and tiered fee schedules.
• Commingled Funds Pooled investment funds for institutional investors across the firm's strategies with a $1 million minimum investment.
• Champlain Funds Mutual Fund Family Mutual fund offerings comprising the Champlain Small Company Fund, Champlain Mid Cap Fund, and Champlain Strategic Focus Fund, each available in Advisor Shares ($10,000 minimum) and Institutional Shares ($1 million minimum), distributed by SEI Investments Distribution Co. (SIDCO) and available to US investors only.
• Collective Funds (Collective Investment Trust) Bank collective trusts available only to qualified retirement plans including defined contribution, defined benefit, 401(k), Taft-Hartley, and public plans, managed by SEI Trust Company based on investment advice from Champlain and exempt from registration as an investment company.

Named customers7 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• SEI Investments Distribution Co. (SIDCO)coreChannel Partner/ Reseller/ DistributorSEI Investments Distribution Co. serves as the distributor for Champlain's mutual fund family. SIDCO is located at 1 Freedom Valley Drive, Oaks, PA, 19456, and is not affiliated with Champlain Investment Partners. This is a key distribution relationship enabling the availability of Champlain Funds to US investors.
• SEI Trust CompanycoreStrategic or Co-development PartnerSEI Trust Company serves as the Trustee for the Champlain Investment Partners Collective Investment Trust. The Trustee maintains ultimate fiduciary authority over the management of, and investments made in, the Collective Funds. SEI Trust Company is a trust company organized under the laws of the Commonwealth of Pennsylvania and wholly owned subsidiary of SEI Investments Company.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Westwood Holdings Group: Westwood Holdings Group is a publicly traded institutional asset manager with long-tenured U.S. small- and mid-cap equity strategies and similar institutional/HNW distribution; directly comparable to Champlain's three-strategy equity boutique model.
• Wasatch Advisors: Wasatch Advisors is an employee-owned U.S. small-cap and SMID-cap equity manager serving institutional and advisor channels via mutual funds and separate accounts, directly analogous to Champlain's distribution mix and product structure.
• Ariel Investments: Ariel Investments is an employee-owned boutique focused on U.S. small- and mid-cap equities distributed through mutual funds, separate accounts, and institutional channels — closely mirrors Champlain's independent, employee-owned equity-only model.
• Frontier Asset Management: Frontier is a U.S. small- and mid-cap equity boutique serving institutional clients with mutual fund and separate-account vehicles — a closely comparable product mix to Champlain's small/mid-cap core strategies.
• Pinnacle Associates: Pinnacle Associates manages small- and mid-cap U.S. equity strategies through mutual funds and institutional vehicles, comparable in strategy scope and institutional focus to Champlain's Mid Cap Core offering.
• Riverbridge Partners: Riverbridge is a U.S. small/mid-cap growth equity boutique serving institutional clients — comparable long-only U.S. equity focus and client base to Champlain.
• Snow Capital Management: Snow Capital is a small/mid-cap value equity manager operating through institutional separate accounts and pooled vehicles — direct competitor in the same sub-segment of U.S. SMID-cap equities.
• Alger: Fred Alger Management runs U.S. small-, mid-, and large-cap growth equity strategies through mutual funds and institutional separate accounts; comparable to Champlain across product and channel structure.
• Leuthold Weeden Capital Management: Leuthold Weeden is a research-driven institutional equity manager with active U.S. equity strategies — comparable to Champlain's sector-factors-driven active approach for institutional mandates.

Broad incumbents

• Wellington-Altus / Wellington Management: Wellington Management is a large, multi-strategy asset manager with institutional U.S. equity offerings; an incumbent competitor for the same consultant-led institutional mandates that Champlain targets, though broader and multi-asset.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks4 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Champlain Investment Partners