Champlain Investment Partners manages investments for institutional clients and pooled investment vehicles, focusing on absolute returns and risk management. They offer Small Cap, Mid Cap, SMID Cap, and Strategic Focus equity strategies. Champlain's investment process emphasizes companies with sustainable advantages and sound financials.
Assets Under Management$10B
Clients84
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.90% |
| $50.0M - $100.0M | 0.80% |
| $100M+ | 0.70% |
Fee schedule is for the Small Cap product. The Mid Cap and Strategic Focus products have a fee of 0.85% on the first $50M, 0.75% on the next $50M, and 0.65% over $100M. The SMID Cap product has a fee of 0.90% on the first $50M, 0.80% on the next $50M, and 0.70% over $100M. Fees are negotiable. Champlain may also consider a performance-based fee arrangement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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