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.
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 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.
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.
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.
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.