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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUBECK, KYLE, ROGER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTOPHER, KELLY, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOPHER, KELLY, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHRISTOPHER, KELLY, MELISSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| GENTRY, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER, PARTNER | NA | Control |
| GENTRY, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER, PARTNER | NA | Control |
| GENTRY, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER, PARTNER | NA | Control |
| GENTRY, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER, PARTNER | NA | Control |
| GENTRY, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER, PARTNER | NA | Control |
| GENTRY, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER, PARTNER | NA | Control |
| GENTRY, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER, PARTNER | NA | Control |
| HEENAN, SHEILA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEENAN, SHEILA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEENAN, SHEILA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KRAMP, BRIAN, LEE | I | SHAREHOLDER, RETIRED | NA | |
| LEONARD, CHRISTOPHER, RANDOLPH | I | PORTFOLIO MANAGER | NA | |
| LEONARD, CHRISTOPHER, RANDOLPH | I | PORTFOLIO MANAGER | NA | |
| LEONARD, CHRISTOPHER, RANDOLPH | I | PORTFOLIO MANAGER | NA | |
| LESAGE, WAYNE, GEORGE | I | CLIENT RELATIONS MANAGER | NA | |
| LEWIS, CINDY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LEWIS, CINDY | I | CHIEF FINANCIAL OFFICER | NA | Control |
| LEWIS, CINDY | I | CHIEF FINANCIAL OFFICER, PARTNER | NA | Control |
| LEWIS, CINDY | I | CHIEF FINANCIAL OFFICER, PARTNER | NA | Control |
| LEWIS, CINDY | I | CHIEF FINANCIAL OFFICER, PARTNER | NA | Control |
| LEWIS, CINDY | I | CHIEF FINANCIAL OFFICER, PARTNER | NA | Control |
| LEWIS, CINDY | I | CHIEF FINANCIAL OFFICER, PARTNER | NA | Control |
| MONEYMAKER, ELISA, BOYER | I | CLIENT SERVICE MANAGER | NA | |
| MONEYMAKER, ELISA, BOYER | I | CLIENT SERVICE MANAGER | NA | |
| MONEYMAKER, ELISA, BOYER | I | CLIENT SERVICE MANAGER | NA | |
| Oneill, Ruairi, Gerard | I | PORTFOLIO MANAGER | NA | |
| Oneill, Ruairi, Gerard | I | PORTFOLIO MANAGER | NA | |
| POWELL, JOANNE, MARGARET | I | PARTNER, INVESTMENT OPERATIONS | NA | |
| WAYNE, RICK, SCOTT | I | SHAREHOLDER, RETIRED | NA | |
| THOMPSON, PETER, ADAMSON | I | PARTNER & DIRECTOR | D | Control |
| THOMPSON, PETER, ADAMSON | I | PARTNER & DIRECTOR | D | Control |
| THOMPSON, PETER, ADAMSON | I | PARTNER & DIRECTOR | D | Control |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | D | Control |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | D | Control |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | D | Control |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | D | Control |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | D | Control |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | D | Control |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | D | Control |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | D | Control |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | D | Control |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | D | Control |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | D | Control |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | D | Control |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | D | Control |
| SHERRERD, JOHN, J F | I | DIRECTOR | C | |
| SHERRERD, JOHN, J F | I | DIRECTOR | C | |
| SHERRERD, JOHN, J F | I | DIRECTOR | C | |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | C | Control |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | C | Control |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | C | Control |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | C | Control |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | C | Control |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | C | Control |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | C | Control |
| THOMPSON, PETER, ADAMSON | I | CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | C | Control |
| THOMPSON, PETER, ADAMSON | I | CO-CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | C | Control |
| THOMPSON, PETER, ADAMSON | I | CO-CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | C | Control |
| THOMPSON, PETER, ADAMSON | I | CO-CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | C | Control |
| THOMPSON, PETER, ADAMSON | I | CO-CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | C | Control |
| THOMPSON, PETER, ADAMSON | I | CO-CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | C | Control |
| THOMPSON, PETER, ADAMSON | I | CO-CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | C | Control |
| THOMPSON, PETER, ADAMSON | I | CO-CHIEF INVESTMENT OFFICER, PARTNER, TREASURER | C | Control |
| COHO PARTNERS EMPLOYEE STOCK OWNERSHIP TRUST | DE | ESOP | B | |
| COHO PARTNERS EMPLOYEE STOCK OWNERSHIP TRUST | DE | ESOP | B | |
| COHO PARTNERS EMPLOYEE STOCK OWNERSHIP TRUST | DE | ESOP | B | |
| COHO PARTNERS EMPLOYEE STOCK OWNERSHIP TRUST | DE | ESOP | B | |
| COHO PARTNERS EMPLOYEE STOCK OWNERSHIP TRUST | DE | ESOP | B | |
| COHO PARTNERS EMPLOYEE STOCK OWNERSHIP TRUST | DE | ESOP | B | |
| COHO PARTNERS EMPLOYEE STOCK OWNERSHIP TRUST | DE | ESOP | B | |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PARTNER, PRESIDENT | B | Control |
| DEVER, GLENN, ALAN | I | PRESIDENT, PARTNER | B | Control |
| DEVER, GLENN, ALAN | I | PRESIDENT, PARTNER | B | Control |
| DEVER, GLENN, ALAN | I | PRESIDENT, PARTNER | B | Control |
| DEVER, GLENN, ALAN | I | PRESIDENT, PARTNER | B | Control |
| DEVER, GLENN, ALAN | I | PRESIDENT, PARTNER | B | Control |
| DEVER, GLENN, ALAN | I | PRESIDENT, PARTNER | B | Control |
| DEVER, GLENN, ALAN | I | PRESIDENT, PARTNER | B | Control |
| KRAMP, BRIAN, LEE | I | PORTFOLIO MANAGER, PARTNER, SECRETARY | B | Control |
| KRAMP, BRIAN, LEE | I | PORTFOLIO MANAGER, PARTNER, SECRETARY | B | Control |
| KRAMP, BRIAN, LEE | I | PORTFOLIO MANAGER, PARTNER, SECRETARY | B | Control |
| KRAMP, BRIAN, LEE | I | PORTFOLIO MANAGER, PARTNER, SECRETARY | B | Control |
| KRAMP, BRIAN, LEE | I | PORTFOLIO MANAGER, PARTNER, SECRETARY | B | Control |
| KRAMP, BRIAN, LEE | I | PORTFOLIO MANAGER, PARTNER, SECRETARY | B | Control |
| KRAMP, BRIAN, LEE | I | PORTFOLIO MANAGER, PARTNER, SECRETARY | B | Control |
| KRAMP, BRIAN, LEE | I | PORTFOLIO MANAGER, PARTNER, SECRETARY | B | Control |
| KRAMP, BRIAN, LEE | I | PORTFOLIO MANAGER, PARTNER, SECRETARY | B | Control |
| KRAMP, BRIAN, LEE | I | PORTFOLIO MANAGER, PARTNER, SECRETARY | B | Control |
| KRAMP, BRIAN, LEE | I | PORTFOLIO MANAGER, PARTNER, SECRETARY | B | Control |
| KRAMP, BRIAN, LEE | I | PORTFOLIO MANAGER, PARTNER, SECRETARY | B | Control |
| KRAMP, BRIAN, LEE | I | PORTFOLIO MANAGER, PARTNER, SECRETARY | B | Control |
| KRAMP, BRIAN, LEE | I | PORTFOLIO MANAGER, PARTNER, SECRETARY | B | Control |
| KRAMP, BRIAN, LEE | I | PORTFOLIO MANAGER, PARTNER, SECRETARY | B | Control |
| KRAMP, BRIAN, LEE | I | PORTFOLIO MANAGER, PARTNER, SECRETARY | B | Control |
| THOMPSON, ALEXANDRA, KING | I | DIRECTOR | B | |
| THOMPSON, ALEXANDRA, KING | I | DIRECTOR | B | |
| THOMPSON, ALEXANDRA, KING | I | DIRECTOR | B | |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | B | Control |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | B | Control |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | B | Control |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | B | Control |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | B | Control |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | B | Control |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | B | Control |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | B | Control |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | B | Control |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | B | Control |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | B | Control |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | B | Control |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | B | Control |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | B | Control |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | B | Control |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | B | Control |
| KRAMP, BRIAN, LEE | I | PORTFOLIO MANAGER, PARTNER, SECRETARY | A | Control |
| KRAMP, BRIAN, LEE | I | PORTFOLIO MANAGER, PARTNER, SECRETARY | A | Control |
| KRAMP, BRIAN, LEE | I | PARTNER, RETIRED | A | |
| KRAMP, BRIAN, LEE | I | PARTNER, RETIRED | A | |
| KRAMP, BRIAN, LEE | I | PARTNER, RETIRED | A | |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | A | Control |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | A | Control |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | A | Control |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | A | Control |
| WAYNE, RICK, SCOTT | I | PORTFOLIO MANAGER, PARTNER, VICE PRESIDENT | A | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (33)
AL AR AZ CA CO CT DC DE FL GA HI IL LA MA MD ME MI MN MO MS NC NH NJ NY OH OR PA RI SC TN TX VA WA
Address
300 BERWYN PARK801 CASSATT ROAD, SUITE 100
BERWYN, PA 19312
United States
Phone: 484-318-7575