Firm Documents
- Champlain - Form ADV Part 2A
- Champlain - Form ADV Part 3
- Machine-readable Files
- Champlain Sustainability Report - 2024
- 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
- 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)
- Annual Financials and Other Information - December 2024
- Annual Report - Champlain Mid Cap Fund Advisor Shares (December 2024)
- Annual Report - Champlain Mid Cap Fund Institutional Shares (December 2024)
- Annual Report - Champlain Small Company Fund Advisor Shares (December 2024)
- Annual Report - Champlain Small Company Fund Institutional Shares (December 2024)
- Annual Report - Champlain Strategic Focus Fund Institutional Shares (December 2024)
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Prospectus / SAI
- Statutory Prospectus Champlain Funds – May 2025
- Summary Prospectus Champlain Mid Cap Fund – CIPMX, CIPIX (May 2025)
- Summary Prospectus Champlain Small Company Fund – CIPSX, CIPNX (May 2025)
- Summary Prospectus Champlain Strategic Focus Fund – CIPRX, CIPTX (May 2025)
- Statement of Additional Information – May 2025
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Holdings
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Fund Distributions