Investment adviser · CRD 111335

COHO PARTNERS, LTD.

Investment adviser filing (IA)

BERWYN, PA, United States · Form ADV filed Mar 24, 2025

Regulatory AUM
$2.2B
Form ADV · Item 5.F
Client accounts
564
Accounts, not individual clients
Employees
18
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals418$503,100,00022.8%
Other investment advisers2$444,000,00020.1%
Corporations & businesses36$427,000,00019.4%
Investment companies2$250,100,00011.4%
Charities44$243,700,00011.1%
Pooled investment vehicles1$106,200,0004.8%
High-net-worth individuals31$95,000,0004.3%
Other clients17$70,200,0003.2%
Government entities6$51,700,0002.3%
Retirement plans7$12,500,0000.6%
Filing source

Form ADV 1965625 · Mar 24, 2025 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 24, 2025. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

300 BERWYN PARK, 801 CASSATT ROAD, SUITE 100
BERWYN, PA, 19312, United States

CRD 111335

Filing source

Form ADV 1965625 · Mar 24, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.