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Firm Documents

  • Form ADV Part 2A
  • Form ADV Part 3
  • Machine-readable Files
  • Sustainability Report 2021-2022

Fund Documents

  • Account Maintenance Form
  • Annual Report - December 2020
  • Annual Report - December 2021
  • Annual Report - December 2022
  • Change of Ownership Form
  • Holdings Champlain Funds - September 2022
  • Holdings Champlain Funds - December 2022
  • Holdings Champlain Funds - March 2023
  • Holdings Champlain Funds - June 2023
  • 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 - Institutional Shares
  • Schedule F Champlain Funds - September 2021
  • Schedule F Champlain Funds - September 2022
  • Schedule F Champlain Funds - March 2022
  • Schedule F Champlain Funds - March 2023
  • Statutory Prospectus Champlain Funds - May 2023
  • Semi-Annual Report - June 2022
  • Semi-Annual Report - June 2023
  • Statement of Additional Information - May 2023 - Supplemented July 2023
  • Summary Prospectus Champlain Mid Cap Fund - CIPMX, CIPIX (May 2023)
  • Summary Prospectus Champlain Small Company Fund - CIPSX, CIPNX (May 2023)
  • Year-End Distributions 2019
  • Year-End Distributions 2019 - Ordinary Income
  • Year-End Distributions 2020
  • Year-End Distributions 2021
  • Year-End Distributions 2022

Strategies

Small Cap Mid Cap Strategic Focus
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