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Building 2CHAMPLAIN INVESTMENT PARTNERS, LLC

Map pinBURLINGTON, VT
Phone(802) 846-6200
NotebookSEC #801-63424
Total AUM
$10.2B
Employees
32
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
180 BATTERY STREET
SUITE 400
BURLINGTON
VT 05401-5334
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(802) 846-6200

ReceiptFinancials

Total AUM
$10.2B
Accounts
88
Discretionary
$10.2B
Accounts
88
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
8
AUM
$147.5M
Banking Clients
1
AUM
$127.1M
Investment Company Clients
7
AUM
$6.9B
Pooled Vehicle Clients
5
AUM
$654.4M
Pension/Profit Sharing Plan Clients
20
AUM
$847.1M
Charitable Organization Clients
26
AUM
$406.8M
Government Entity Clients
10
AUM
$699.6M
Insurance Company Clients
1
AUM
$76.5M
Corporation or Business Clients
8
AUM
$330.7M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTXVT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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