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Coho Partners, Ltd.

CRD 111335SEC# 801-60111Berwyn, PA
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No longer SEC-registered. Coho Partners, Ltd. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$2.2B
Employees
18
Accounts
564
Location
Berwyn, PA

Coho Partners, Ltd. assets under management

Coho Partners, Ltd. is a registered investment adviser overseen by the SEC based in Berwyn, PA. It reports $2.2 billion in regulatory assets under management and employs 18 people.

Coho Partners, Ltd. owners & executives

5 reported
NameTitleOwnershipSince
Cindy Lewis ControlChief Financial Officer, PartnerUnder 5%2021
Coho Partners Employee Stock Ownership TrustEsop10-25%2021
Glenn Alan Dever ControlPresident, Partner10-25%2009
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Frequently asked questions

How much does Coho Partners, Ltd. manage?

Coho Partners, Ltd. reports $2.2 billion in regulatory assets under management on its Form ADV.

How many employees does Coho Partners, Ltd. have?

Coho Partners, Ltd. reports 18 employees.

Where is Coho Partners, Ltd. located?

Coho Partners, Ltd. is based in Berwyn, PA.

Does Coho Partners, Ltd. disclose fund performance?

Coho Partners, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Berwyn Park, 801 Cassatt Road, Suite 100, Berwyn, PA 19312
Office hours8:30 a.m. To 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$2.2B
Non-discretionary$0
Total (RAUM)$2.2B