Firm Documents
- Form ADV Part 2A
- Form ADV Part 3
- Machine-readable Files
- Sustainability Report 2022-2023
- Champlain Form N-PX - 2024
Fund Documents
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Account Forms
- Account Maintenance Form
- Change of Ownership Form
- IRA Asset Transfer and Direct Rollover Form
- IRA Custody Agreement and Disclosure Statement
- IRA Distribution Election Form
- IRA New Account Application - Advisor Shares
- IRA New Account Application - Institutional Shares
- New Account Application - Advisor Shares
- New Account Application - Institutional Shares
- Non IRA Redemption Form
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Annual / Semi-Annual Reports
- Annual Report - December 2020
- Annual Report - December 2021
- Semi-Annual Report - June 2022
- Annual Report - December 2022
- Semi-Annual Report - June 2023
- Annual Report - December 2023
- Semi-Annual Financials and Other Information - June 2024
- Semi-Annual Report - Champlain Mid Cap Fund Advisor Shares (June 2024)
- Semi-Annual Report - Champlain Mid Cap Fund Institutional Shares (June 2024)
- Semi-Annual Report - Champlain Small Company Fund Advisor Shares (June 2024)
- Semi-Annual Report - Champlain Small Company Fund Institutional Shares (June 2024)
- Semi-Annual Report - Champlain Strategic Focus Fund Institutional Shares (June 2024)
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Prospectus / SAI
- Statutory Prospectus Champlain Funds - May 2024
- Summary Prospectus Champlain Mid Cap Fund - CIPMX, CIPIX (May 2024)
- Summary Prospectus Champlain Small Company Fund - CIPSX, CIPNX (May 2024)
- Summary Prospectus Champlain Strategic Focus Fund - CIPRX, CIPTX (May 2024)
- Statement of Additional Information - May 2024
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Holdings
- Holdings Champlain Funds - September 2022
- Holdings Champlain Funds - December 2022
- Holdings Champlain Funds - March 2023
- Holdings Champlain Funds - June 2023
- Holdings Champlain Funds - September 2023
- Holdings Champlain Funds - December 2023
- Holdings Champlain Funds - March 2024
- Holdings Champlain Funds - June 2024
- Schedule F Champlain Funds - September 2021
- Schedule F Champlain Funds - March 2022
- Schedule F Champlain Funds - September 2022
- Schedule F Champlain Funds - March 2023
- Schedule F Champlain Funds - September 2023
- Schedule F Champlain Funds - March 2024
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Fund Distributions