Chief Compliance Officer · Champlain Investment Partners, LLC
Matthew S. Garcia
CRD 4960917 · Named on Form ADV at one SEC-registered adviser
At a glance
Champlain Investment Partners, LLC, an SEC-registered asset manager based in Burlington, VT with $10.2 billion in regulatory assets, lists Matthew S. Garcia on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Champlain Investment Partners, LLCChief Compliance OfficerAsset manager · Burlington, VT · $10B in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Judith W. O'ConnellChief Executive Officer/Managing Partner, Champlain Investment Partners, LLC
- Scott T. BraymanManaging Partner, Champlain Investment Partners, LLC
- Eric P. OdePresident & Chief Operating Officer, Champlain Investment Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.