9AT: CHAMPLAIN INVESTMENT PARTNERS, LLC

other names

CHAMPLAIN INVESTMENT PARTNERS, LLC

Adviser Profile

As of Date	03/16/2026
Registration	SEC, Approved, 08/23/2004
ADV Location	BURLINGTON, VT, United States
Contact Info	(80 xxxxxxx
Websites

AUM^*	10,175,097,502 -41%
of that, discretionary	10,175,097,502 -41%
Private Fund GAV^*	399,933,340 -46%
Avg Account Size	115,626,108 -21%
% High Net Worth	9.30% 28%
SMA’s	Yes
Private Funds	6 3

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Number of Employees 32 -24%

of those in investment advisory functions 12 -8%

Client Types

- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

SEC Fund Type	Count	GAV
Fund TypeOther Private Fund	Count6	GAV$399,933,340

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser COMGEST ASSET MANAGEMENT INTERNATIONAL LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund9.7b	Total Private Fund GAV9.7b	AUM13.7b	#Funds23
Adviser T. ROWE PRICE JAPAN, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM24.1b	#Funds-
Adviser BARING INTERNATIONAL INVESTMENT LTD	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.7b	Total Private Fund GAV1.7b	AUM22.6b	#Funds1
Adviser GREAT LAKES ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund52.4m	Total Private Fund GAV52.4m	AUM16.2b	#Funds3
Adviser ARIEL INVESTMENTS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund205.5m	Total Private Fund GAV205.5m	AUM12.8b	#Funds4
Adviser BRANDES INVESTMENT PARTNERS, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund2.4b	Total Private Fund GAV2.4b	AUM40.6b	#Funds18
Adviser SPRUCEGROVE INVESTMENT MANAGEMENT LTD	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.0b	Total Private Fund GAV1.0b	AUM11.5b	#Funds4
Adviser GARCIA HAMILTON & ASSOCIATES LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund28.7m	Total Private Fund GAV28.7m	AUM24.9b	#Funds1
Adviser INTECH	Hedge Fund256.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund195.0m	Total Private Fund GAV452.0m	AUM15.5b	#Funds6
Adviser BELLE HAVEN INVESTMENTS, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund18.4m	Total Private Fund GAV18.4m	AUM23.3b	#Funds2

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker000360206	Stock NameAAON INC	$ Position$132,565,997	% Position2.00%	$ Change4.00%	# Change-4.00%
Stck Ticker00971T101	Stock NameAKAMAI TECHNOLOGIES INC	$ Position$129,245,299	% Position2.00%	$ Change41.00%	# Change7.00%
Stck Ticker29605J106	Stock NameESAB CORPORATION	$ Position$126,125,254	% Position2.00%	$ Change-26.00%	# Change-14.00%
Stck Ticker311900104	Stock NameFASTENAL CO	$ Position$134,616,283	% Position2.00%	$ Change24.00%	# Change7.00%
Stck Ticker26875P101	Stock NameEOG RES INC	$ Position$153,190,709	% Position2.00%	$ Change	# Change
Stck Ticker45167R104	Stock NameIDEX CORP	$ Position$121,363,937	% Position2.00%	$ Change-18.00%	# Change-23.00%
Stck Ticker67059N108	Stock NameNUTANIX INC	$ Position$152,425,992	% Position2.00%	$ Change-14.00%	# Change18.00%
Stck Ticker70975L107	Stock NamePENUMBRA INC	$ Position$161,355,107	% Position2.00%	$ Change-14.00%	# Change-18.00%
Stck Ticker74624M102	Stock NameEVERPURE INC	$ Position$122,848,188	% Position2.00%	$ Change26.00%	# Change43.00%
Stck Ticker871607107	Stock NameSYNOPSYS INC	$ Position$152,571,451	% Position2.00%	$ Change17.00%	# Change39.00%

Brochure Summary

Overview

FIRM DESCRIPTION Champlain Investment Partners is an independent, employee-owned asset management firm headquartered in Burlington, Vermont. Our investment strategies are designed to focus on providing absolute returns while also managing risk. We strive to create wealth through the consistent execution of our investment process; we are equally committed to delivering outstanding client service, and pride ourselves on the many long-standing relationships we have been able to cultivate. Champlain has been in business since 2004 and its principal owner, CIP Management Holdings, LP, is comprised entirely of current and retired employees. TYPES OF ADVISORY SERVICES Champlain offers institutional separate accounts and pooled investment vehicles in Small Cap, Mid Cap, and Strategic Focus (mid/large cap) equity strategies. TAILORED RELATIONSHIPS All portfolios are managed consistently

within their respective strategies, however minimal differences between accounts exist as a result of client-specific restrictions or guidelines, client cash flows, or in the investment of a new account with the deliberate omission of holdings the team is exiting. As a registered adviser, and as a fiduciary to its advisory clients, Champlain is required to provide its advisory services consistent with the client’s objectives based on the information provided by each client. In the absence of client-specific guidelines, the account is managed according to standard Champlain guidelines for the product in which the client is invested. WRAP FEE PROGRAMS Champlain does not participate in wrap fee programs. CLIENT ASSETS Champlain manages all client assets, $17,319,756,035, as of 12.31.23, on a discretionary basis; the firm does not manage any client accounts on a non-discretionary basis.

CHAMPLAIN INVESTMENT PARTNERS, LLC

Adviser Profile

Details

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Compensation Arrangments

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