Coho Partners, Ltd.
CRD 111335SEC# 801-60111Berwyn, PA
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Cindy Lewis Control | Chief Financial Officer, Partner | Under 5% | 2021 |
| Coho Partners Employee Stock Ownership Trust | Esop | 10-25% | 2021 |
| Glenn Alan Dever Control | President, Partner | 10-25% | 2009 |
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Join to unlock · $37/moFrequently 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
| Address | 300 Berwyn Park, 801 Cassatt Road, Suite 100, Berwyn, PA 19312 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$2.2BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$2.2Bregulatory AUM
Discretionary $2.2B