COHO PARTNERS, LTD.
CRD #111335 SEC #801-60111 BERWYN, PA 484-318-7575
SEC Registered
Total AUM
$2.2B
Discretionary
$2.2B
Employees
18
Clients
--
Accounts
564
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.2B | $2.2B | $0 | 18 | 0 |
| Mar 2025 | $2.2B | $2.2B | $0 | 18 | 0 |
| Sep 2024 | $4.6B | $4.6B | $0 | 34 | 0 |
| Jun 2024 | $4.6B | $4.6B | $0 | 34 | 0 |
| Mar 2024 | $4.6B | $4.6B | $0 | 36 | 0 |
| Mar 2023 | $6.2B | $6.2B | $0 | 33 | 0 |
| Mar 2022 | $6.7B | $6.7B | $0 | 33 | 0 |
| Apr 2021 | $6.1B | $6.1B | $0 | 31 | 0 |
| Mar 2021 | $6.1B | $6.1B | $0 | 31 | 0 |
| Jun 2020 | $5.2B | $5.2B | $0 | 31 | 0 |
| Mar 2020 | $5.2B | $5.2B | $0 | 31 | 0 |
| Apr 2019 | $4.3B | $4.3B | $0 | 27 | 0 |
| Mar 2019 | $4.3B | $4.3B | $0 | 27 | 0 |
| Nov 2018 | $4.5B | $4.5B | $0 | 22 | 0 |
| Mar 2018 | $4.5B | $4.5B | $0 | 22 | 0 |
| May 2017 | $3.2B | $3.2B | $0 | 16 | 200 |
| Mar 2017 | $3.2B | $3.2B | $0 | 16 | 200 |
| Mar 2016 | $2.5B | $2.5B | $0 | 12 | 100 |
| Mar 2015 | $2B | $2B | $0 | 10 | 100 |
| Mar 2014 | $1.4B | $1.4B | $0 | 10 | 100 |
| Mar 2014 | $1.4B | $1.4B | $0 | 10 | 100 |
| Oct 2013 | $942.3M | $942.3M | $0 | 9 | 200 |
| Apr 2013 | $942.3M | $942.3M | $0 | 8 | 200 |
| Mar 2013 | $942.3M | $942.3M | $0 | 8 | 200 |
| Mar 2012 | $688.1M | $688.1M | $0 | 6 | 200 |
| Apr 2011 | $445.2M | $445.2M | $0 | 10 | -- |
| Mar 2011 | $445.2M | $445.2M | $0 | 10 | -- |
| Mar 2007 | $257M | $257M | $0 | 10 | -- |
| Feb 2007 | $257M | $257M | $0 | 10 | -- |
| Feb 2006 | $180.5M | $180.5M | $0 | 10 | -- |
DateMar 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees18
Clients0
DateMar 2025
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees18
Clients0
DateSep 2024
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees34
Clients0
DateJun 2024
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees34
Clients0
DateMar 2024
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees36
Clients0
DateMar 2023
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees33
Clients0
DateMar 2022
Total AUM$6.7B
Discretionary$6.7B
Non-Disc.$0
Employees33
Clients0
DateApr 2021
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees31
Clients0
DateMar 2021
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$0
Employees31
Clients0
DateJun 2020
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees31
Clients0
DateMar 2020
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees31
Clients0
DateApr 2019
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees27
Clients0
DateMar 2019
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees27
Clients0
DateNov 2018
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees22
Clients0
DateMar 2018
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees22
Clients0
DateMay 2017
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees16
Clients200
DateMar 2017
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees16
Clients200
DateMar 2016
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees12
Clients100
DateMar 2015
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees10
Clients100
DateMar 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients100
DateMar 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients100
DateOct 2013
Total AUM$942.3M
Discretionary$942.3M
Non-Disc.$0
Employees9
Clients200
DateApr 2013
Total AUM$942.3M
Discretionary$942.3M
Non-Disc.$0
Employees8
Clients200
DateMar 2013
Total AUM$942.3M
Discretionary$942.3M
Non-Disc.$0
Employees8
Clients200
DateMar 2012
Total AUM$688.1M
Discretionary$688.1M
Non-Disc.$0
Employees6
Clients200
DateApr 2011
Total AUM$445.2M
Discretionary$445.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$445.2M
Discretionary$445.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$257M
Discretionary$257M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$257M
Discretionary$257M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$180.5M
Discretionary$180.5M
Non-Disc.$0
Employees10
Clients--