Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:A New England Fund Shop Buys In Cali Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, July 10, 2015

A New England Fund Shop Buys In Cali

News summary by MFWire's editors

A New England mutual fund shop with $6.16 billion in AUM just bought an emerging markets asset manager on the other side of the country.

Per multiple filings with the SEC (here, here, here, and here), on June 30 Burlington, Vermont-based Champlain Investment Partners [profile] bought Irvine, California-based New Sheridan Advisors. There's no word yet on pricing and terms of the deal.

Champlain appears to be significantly larger than New Sheridan. As of March 31, Champlain claimed $6.16 billion in AUM. Per Champlain's most recent form ADV filed on February 27, it has about 25 employees, not including any clerical workers.

Per New Sheridan's last form ADV, filed on March 10, it has three employees, again not including clerical staff, and $84.2 million in AUM.

Champlain's website lists a dozen partners in the firm, led by two managing partners: chief investment officer Scott Brayman and chief operating officer Judith O'Connell. New Sheridan's website lists two executives, both PMs: Russell Hoss and Richard Hoss.

In terms of mutual funds, per BrightScope New Sheridan had $2.8 million in mutual fund AUM as of May 2015. Morningstar estimates that the New Sheridan Developing World Fund has about $2.6 million. And New Sheridan also subadvises three of Euro Pacific Asset Management's seven mutual funds.

As for Champlain, per BrightScope the Vermont-based mutual fund shop had $2.23 billion in mutual fund AUM as of last month. $1.5 billion of that, per Morningstar, is in the four-star, silver-rated Champlain Small Company Fund

Edited by: Neil Anderson, Managing Editor


Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. The 32nd Sub-Advised Funds Forum, Sep 20-21
  2. Crane's Money Fund Symposium, Sep 21-23
  3. Expect Miracles Foundation's 4th Annual Atlantic Coast Classic, September 21
  4. ICI 2021 Virtual Tax and Accounting Conference - Day 1, September 21
  5. MFDF webinar - the Nuts and Bolts of SPACs, September 22
  6. Morningstar Investment Conference, Sep 22-24
  7. Nicsa webinar - Listen, Learn & Lead | Utilizing Beneficial Partnerships, September 22
  8. MFDF Director Discussion Series - Open Forum via Zoom, September 23
  9. MMI Distribution Leadership Forum - Day 2, September 24
  10. Citywire Greenwich Harbor Retreat 2021, Sep 27-28
  11. Inside ETFs, Sep 27-29
  12. MFDF webinar - MPI's 2021 Mid-Year Survey of Investment Firm Profitability, September 28
  13. ICI 2021 Virtual Tax and Accounting Conference - Day 2, September 28
  14. IMEA In-Person Leadership Summit, September 29
  15. ALFI Digi Pulse USA, September 30
  16. ICI 2021 Virtual Tax and Accounting Conference - Day 3, October 5
  17. Nicsa 2021 General Membership Meeting, Oct 6-8
  18. MFDF webinar - BDCs 101: The Board Perspective, October 13
  19. MFDF Director Discussion Series - Open Forum (New York), October 14
  20. Fund Intelligence Mutual Fund Industry and ETF Awards, October 14
  21. 2021 Nicsa GMM - Digital Innovation Summit, October 19
  22. 2021 MMI Annual Conference, Oct 20-28
  23. Tiburon CEO Summit XLI, Nov 1-3
  24. MFDF webinar - ISO Crypto Exposure: What Boards Need to Know, November 9
  25. MFDF Director Discussion Series - Open Forum via Zoom, November 18
  26. MFDF webinar - Fund Industry Claims Trends: An Insurer's Perspective, December 2




©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use