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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Burlington, VT

Champlain Investment Partners

$10.2B Total AUM · Institutional LP profile covering 20 historical fund disclosure records ($670.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Equity, Private Credit, Venture Capital, Infrastructure (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
20
5 Open Source Trails Below
Sum of Disclosed Rows
$670.5M
Total AUM: $10.2B
Median Disclosed Amount
$40.8M
Range: $10.0M – $56.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/20)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Champlain Investment Partners

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 20 total tracked records (+15 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Apothecary Capital Corp Fund IIAdviser 7.B Vehicle Buyout 2025
$56.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Creandum VIIAdviser 7.B Vehicle Venture Capital 2025
$46.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
WCM Focused International Growth Fund LPAdviser 7.B Vehicle Multi-Strategy 2025
$46.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hellman & Freidman Capital Partners XIAdviser 7.B Vehicle Buyout 2025
$41.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Andreessen Horowitz LSV Fund IVAdviser 7.B Vehicle Venture Capital 2025
$41.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Champlain Investment Partners

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Champlain Investment Partners (OCIO / Wealth RIA, $10.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 13.2% Actual; $183.2M Unallocated Target Bandwidth). SEC Form ADV (801-63424, CRD #132474) verified $10.18B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-14

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Champlain Investment Partners

596 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Champlain Investment Partners (20 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 8 Shared Vehicles

Bratislava Slovakia Gaston Sovereign Strategic Investment Fund

Sovereign Wealth Fund North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield REF V (2023 Vintage)
Champlain Investment Partners: $43.0M · SEC Form ADV 7.B
Bratislava Slovakia Gaston Sovereign Strategic Investment Fund: $39.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Brookfield SREP III B LP (2023 Vintage) · Brookfield SREP II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Angeles Investment Advisors

OCIO / Wealth RIA Santa Monica, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield SREP III B LP (2023 Vintage)
Champlain Investment Partners: $41.5M · SEC Form ADV 7.B
Angeles Investment Advisors: $11.5M · SEC Form ADV 7.B

Additional shared vehicles: Brookfield REF V (2023 Vintage) · Brookfield SREP II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Holston Chebacco Sinclair Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Brookfield SREP II (2023 Vintage)
Champlain Investment Partners: $40.8M · SEC Form ADV 7.B
Holston Chebacco Sinclair Private Markets Primary & GP Seeder Fund-of-Funds: $54.5M · SEC Form ADV 7.B

Additional shared vehicles: Brookfield REF V (2023 Vintage) · Brookfield SREP III B LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+593 Additional Institutional LPs Report Shared Vehicles with Champlain Investment Partners

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Champlain Investment Partners

You are viewing 5 open public preview records (out of 20 total tracked records for Champlain Investment Partners) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 20 tracked historical disclosure records (+15 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (596 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Champlain Investment Partners

Buyout LPs →Private Equity LPs →Private Credit LPs →Venture Capital LPs →Infrastructure LPs →

Frequently Asked Questions: Champlain Investment Partners

What type of institutional allocator is Champlain Investment Partners and what is their typical disclosed ticket size?

Champlain Investment Partners is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Burlington, VT). Across 20 historical disclosure records tracked on Prilago ($670.5M total parsed USD across disclosed rows), the median disclosed amount is $40.8M (range: $10.0M to $56.2M).

Which private-market strategies appear in Champlain Investment Partners's public disclosures?

Champlain Investment Partners has disclosed records across Buyout, Private Equity, Private Credit, Venture Capital, Infrastructure. Open preview records include Apothecary Capital Corp Fund II (2025 Vintage), Creandum VII (2025 Vintage), WCM Focused International Growth Fund LP (2025 Vintage), Hellman & Freidman Capital Partners XI (2025 Vintage).

How are Champlain Investment Partners's historical records substantiated and separated from active searches on Prilago?

Records for Champlain Investment Partners cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Champlain Investment Partners's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/champlain-investment-partners or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Champlain Investment Partners?

In Prilago's bilateral commitment graph, Champlain Investment Partners shares resolved underlying fund vehicles with 596 institutional LPs across 20 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Bratislava Slovakia Gaston Sovereign Strategic Investment Fund (8 shared vehicles, e.g. Brookfield REF V (2023 Vintage)), Angeles Investment Advisors (8 shared vehicles, e.g. Brookfield SREP III B LP (2023 Vintage)), Holston Chebacco Sinclair Private Markets Primary & GP Seeder Fund-of-Funds (8 shared vehicles, e.g. Brookfield SREP II (2023 Vintage)).

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