CHAMPLAIN INVESTMENT PARTNERS, LLC

180 Battery Street
Suite 400
Burlington, Vermont 05401-5334
Tel: (802) 846-6200

About CHAMPLAIN INVESTMENT PARTNERS, LLC

CHAMPLAIN INVESTMENT PARTNERS, LLC, formally registered with the SEC as CHAMPLAIN INVESTMENT PARTNERS, LLC. The firm was established in 08/23/2004. They have over 1 offices throughout the country.

CHAMPLAIN INVESTMENT PARTNERS, LLC is a Burlington, Vermont based Financial Planning firm with nearly $17,319,756,035 assets under management, offering retirement planning & investment advisory services to 119 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132474
SEC#	801-63424
Assets Managed by Firm	$17,319,756,035
No. of Clients	119
No. of Advisors	42

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	119	$17,319,756,035
High net worth individuals	7	$142,520,317
Pension and profit sharing plans	9	$297,458,410
Charitable organizations	26	$472,634,865
Other investment advisers	Fewer than 5 clients	$71,133,796
Corporations or other businesses	24	$1,702,609,527

More Retirement Planning firms in Burlington, Vermont:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NLG CAPITAL, INC. One National Life Drive Montpelier, VT, 05604	$35,941,367,795	8	43
MANCHESTER CAPITAL MANAGEMENT LLC 3657 Main Street Manchester, VT, 05254	$3,688,455,226	1684	37
ESI FINANCIAL ADVISORS One National Life Drive Montpelier, VT, 05604	$2,124,751,345	11558	450
MAPLE CAPITAL MANAGEMENT, INC. 535 Stone Cutters Way Montpelier, VT, 05602	$1,723,412,484	2649	23
TRG INVESTMENT ADVISORS, LLC 48 Harris Place Brattleboro, VT, 05301	$1,113,838,194	534	7

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