Coho Partners, Ltd. (Berwyn)

Name: Coho Partners, Ltd.
Address: 300 Berwyn Park, Berwyn, PA, 19312
Telephone: 484-318-7575

Coho Partners, Ltd. is a large advisory firm based in Berwyn. It manages $4.25 billion of regulatory assets for 1,113 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 20 other states.

Coho Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Coho Partners: assets under management

The assets under management (AUM) of Coho Partners, Ltd. is $4.25 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 5471% since the beginning of its operation, and $668.3 million of the total AUM is attributable to clients outside of the United States.

The firm manages $4.25 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.82 million each.

Investments

The firm invests in exchange traded securities the most. They account for 91% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio. Investments in investment and business development companies form 4% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Coho Partners, Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Alexandra King serves?

The firm provides services to individuals, investment companies, charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Alexandra King is individuals with 829 clients and $868.2 million of assets under management. Among the 12 most similar advisory firms, Coho Partners has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $4.08 billion for 1,069 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Coho Partners doesn't advise any private funds.

Careers at Coho Partners, Ltd.

The company employs 27 people that are either part- or full-time employees. 30 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Alexandra King has been acting as President since 1 Jun 1999. Ruairi Gerard Oneill joined the executive team most recently as the Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Adamson Thompson	Partner & director	1 Jun 1999	50% - 75%	1197625
Alexandra King	Director	1 Jun 1999	Other	1796181
Alexandra King Thompson	Director	1 Jun 1999	Other	1796181
John J F Sherrerd	Director	1 Jun 2000	25% - 50%	1795718
Sheila Marie Heenan	Chief compliance officer	1 Mar 2004	Other	4780902
The Estate Of John J. F. Sherrerd	Director	1 Apr 2008	25% - 50%	26-2446558
Glenn Alan Dever	Partner, president	1 Jan 2009	Other	2547612
Kyle Roger Bubeck	Chief compliance officer	1 Jul 2009	Other	4784699
Peter Adamson Thompson	Chief investment officer, partner, treasurer	1 Jan 2010	50% - 75%	1197625
Brian Lee Kramp	Portfolio manager, partner, secretary	1 Jan 2010	Other	1105426
Rick Scott Wayne	Portfolio manager, partner, vice president	1 Jan 2010	Other	1272220
Christopher Randolph Leonard	Portfolio manager	1 Aug 2012	Other	2756456
Joanne Margaret Powell	Partner, investment operations	1 Sep 2013	Other	1306671
Elisa Boyer Moneymaker	Client service manager	1 Jan 2014	Other	6628345
Wayne George Lesage	Client relations manager	1 Feb 2014	Other	4605858
Ruairi Gerard Oneill	Portfolio manager	1 Nov 2014	Other	6777240

Based in Berwyn

The principal office where Coho Partners, Ltd. performs its advisory services is located at 300 Berwyn Park, Berwyn, PA 19312, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 484-318-7575 or by fax 800-467-1807. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at cohopartners.com.