SourcingSourcing

CHAMPLAIN INVESTMENT PARTNERS, LLC

C39
CRD 132474·SEC 801-63424·BURLINGTON, VT
AUM
$10.18B
$1B+
Est. Revenue
$101.8M
@ 1% on AUM
Est. EBITDA
$30.5M
@ 30% margin
Est. Deal Value
$244.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHAMPLAIN INVESTMENT PARTNERS, LLC
CRD
132474
SEC file #
801-63424
EIN
201367417
DBA names
—

Economics

AUM
$10.18B
AUM band
$1B+
AUM trajectory
'20'26
$10.05B → $10.18B▲ +1%
Client mix
Charitable Organizations26
Pension Profit Sharing Plans20
State Or Municipal Govt10
Individuals High Net Worth8
Corporations8

Operations

Employees (total)
32
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
16 advisors → 12 advisors▼ -25%
Primary office
BURLINGTON VT
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
cipvt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CIP MANAGEMENT HOLDINGS, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
CIP MANAGEMENT HOLDINGS, LP
BRAYMAN, SCOTT, THEODORE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CIPVT.COM
Rdap Domain Creation Date
2004-07-30T16:01:23Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
19
Form 5500 Total Compensation
7,286,017
Form 5500 Compensation Trajectory 3y
20256,450,430
2026835,587
Form 5500 Plan Count Trajectory 3y
202518
20261
Schedule C Total Compensation
7,286,017
Schedule C Service Provider Rows
19

SEC EDGAR

Edgar Cik
0001315478
Edgar Registered
Yes
Edgar Filing Count
368
Edgar First Filing Date
2005-02-07
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
93
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001315478-26-000017

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
U.s. Bank8
E*trade4
Northern Trust2
Bny Mellon2
Jpmorgan2
Edgar Addresses
Mailing
180 BATTERY STREET, SUITE 400BURLINGTON, VT 05401
Business
180 BATTERY STREET, SUITE 400BURLINGTON, VT 05401
Edgar EIN
201367417
Edgar Recent Filings
13F-HR2026-05-13 · 0001315478-26-000017
13F-HR2026-02-13 · 0001315478-26-000015
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2032-07-30T16:01:23Z
Rdap Domain Last Changed
2022-07-30T20:27:03Z
Rdap Nameservers
Venkat.ns.cloudflare.comWanda.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
BRAYMAN, SCOTT, THEODORE
Executive Officer · 2.5%
1348400
GARCIA, MATTHEW, S
Executive Officer · 2.5%
4960917
O'CONNELL, JUDITH, WILKINSON
Executive Officer · 2.5%
2720271
ODE, ERIC, P
Executive Officer · 2.5%
5159081