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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 1b 10b

COHO PARTNERS, LTD.

CRD 111335

BERWYN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1fdac6eb-9df0-d8d4-58e8-2a474625b727

Data as of Mar 24, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 10
On other graphs: 0
Observed: Mar 30, 2012 to Mar 24, 2025
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $2.2BItem 5.F on the latest filing (2025-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.2B
Private client RAUM: $598MderivedItem 5.D individuals plus high net worth individuals
Private client share: 27%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 18
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 564
Individual clients: 418
High net worth clients: 31
Custody, client assets: $3.6M
SEC number: 801-60111
CRD: 111335
Filings on the tape: 25
First filed: Mar 30, 2012
Latest filed: Mar 24, 2025
Organised: Corporation, PA
Website: cohofunds.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DEVER, GLENN, ALAN	PRESIDENT, PARTNER	B	yes	01/2009	Mar 30, 2012	Sep 30, 2024
LEWIS, CINDY	CHIEF FINANCIAL OFFICER, PARTNER	Na	yes	06/2021	Mar 17, 2022	Sep 30, 2024
THOMPSON, PETER, ADAMSON	CO-CHIEF INVESTMENT OFFICER, PARTNER, TREASURER	C	yes	01/2022	Mar 30, 2012	Sep 30, 2024
CHRISTOPHER, KELLY, MELISSA	CHIEF COMPLIANCE OFFICER	Na	no	10/2024	Sep 30, 2024	Sep 30, 2024
COHO PARTNERS EMPLOYEE STOCK OWNERSHIP TRUST	Esop	B	no	10/2021	Mar 17, 2022	Sep 30, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 24, 2025	$2.2B	$2.2B	18	6	0	n/a	n/a
2023	Mar 27, 2024	$4.6B	$4.6B	36	10	0	n/a	n/a
2022	Mar 28, 2023	$6.2B	$6.2B	33	9	0	n/a	n/a
2021	Mar 17, 2022	$6.7B	$6.7B	33	9	0	n/a	n/a
2020	Mar 31, 2021	$6.1B	$6.1B	31	9	0	n/a	n/a
2019	Mar 29, 2020	$5.2B	$5.2B	31	9	0	n/a	n/a
2018	Mar 31, 2019	$4.3B	$4.3B	27	8	0	n/a	n/a
2017	Mar 29, 2018	$4.5B	$4.5B	22	7	0	n/a	n/a
2016	Mar 31, 2017	$3.2B	$3.2B	16	9	n/a	n/a	n/a
2015	Mar 29, 2016	$2.5B	$2.5B	12	5	n/a	n/a	n/a
2014	Mar 31, 2015	$2.0B	$2.0B	10	5	n/a	n/a	n/a
2013	Mar 28, 2014	$1.4B	$1.4B	10	4	n/a	n/a	n/a
2012	Mar 26, 2013	$942M	$942M	8	4	n/a	n/a	n/a
2011	Mar 30, 2012	$688M	$688M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$2.2B	$4.6B	-51.7%	$6.7B	-30.8%	18	36	0	0

Relationships

Registered with (2)

← WAYNE GEORGE LESAGEAdvisorregistration: previous registration
Feb 20, 2024 to Jun 18, 2025factForm ADV
← ERIC MICHAEL HILDENBRANDAdvisorregistration: previous registration
Apr 3, 2019 to Mar 4, 2025factForm ADV

Controls (3)

← THOMPSON, PETER, ADAMSONOwnerCO-CHIEF INVESTMENT OFFICER, PARTNER, TREASURER, ownership code C, individual
Mar 30, 2012 to Sep 30, 2024factForm ADV
← DEVER, GLENN, ALANOwnerPRESIDENT, PARTNER, ownership code B, individual
Mar 30, 2012 to Sep 30, 2024factForm ADV
← LEWIS, CINDYOwnerCHIEF FINANCIAL OFFICER, PARTNER, ownership code NA, individual
Mar 17, 2022 to Sep 30, 2024factForm ADV

Owns (2)

← CHRISTOPHER, KELLY, MELISSAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 30, 2024 to Sep 30, 2024factForm ADV
← COHO PARTNERS EMPLOYEE STOCK OWNERSHIP TRUSTOwnerESOP, ownership code B, domestic entity
Mar 17, 2022 to Sep 30, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 18, 2025
Advisor changed firm
Wayne George Lesage left Coho Partners, Ltd. for Waverly Advisors, Llc (registered 2025-01-13)
Form ADVobserved 4 days ago
Occurred
Mar 24, 2025
Regulatory AUM changed
Coho Partners, Ltd. reported RAUM $2.2B, down 52% from $4.6B (2024-09-30 to 2025-03-24)
Form ADVobserved 4 days ago
$-2.4B
Occurred
Mar 4, 2025
Advisor changed firm
Eric Michael Hildenbrand left Coho Partners, Ltd. for Aurdan Capital Management, Llc (registered 2024-09-20)
Form ADVobserved 4 days ago
Occurred
Sep 30, 2024
Control person left
Marie Lisa Gentry (Chief Compliance Officer, Partner) no longer on Schedule A of Coho Partners, Ltd. (listed 2024-06-05, absent 2024-09-30)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2024
Regulatory AUM changed
Coho Partners, Ltd. reported RAUM $4.6B, down 26% from $6.2B (2023-03-28 to 2024-03-27)
Form ADVobserved 4 days ago
$-1.6B
Occurred
Mar 17, 2022
Control person joined
Cindy Lewis (Chief Financial Officer) appeared on Schedule A of Coho Partners, Ltd.
Form ADVobserved 4 days ago
Occurred
Mar 31, 2021
Control person left
Roger Kyle Bubeck (Chief Compliance Officer) no longer on Schedule A of Coho Partners, Ltd. (listed 2020-06-10, absent 2021-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2021
Control person joined
Marie Lisa Gentry (Chief Compliance Officer, Partner) appeared on Schedule A of Coho Partners, Ltd.
Form ADVobserved 4 days ago
Occurred
Mar 29, 2018
Regulatory AUM changed
Coho Partners, Ltd. reported RAUM $4.5B, up 39% from $3.2B (2017-05-25 to 2018-03-29)
Form ADVobserved 4 days ago
$1.3B

Show 1 bookkeeping events

Occurred
Jan 2, 2026
Coho Partners, Ltd. no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $2.2B)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1fdac6eb-9df0-d8d4-58e8-2a474625b727
First observed: Mar 30, 2012
Last observed: Mar 24, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COHO PARTNERS, LTD.

CRD 111335

BERWYN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1fdac6eb-9df0-d8d4-58e8-2a474625b727

Data as of Mar 24, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:45 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DEVER, GLENN, ALAN

PRESIDENT, PARTNER

yes

01/2009

Mar 30, 2012

Sep 30, 2024

LEWIS, CINDY

CHIEF FINANCIAL OFFICER, PARTNER

yes

06/2021

Mar 17, 2022

Sep 30, 2024

THOMPSON, PETER, ADAMSON

CO-CHIEF INVESTMENT OFFICER, PARTNER, TREASURER

yes

01/2022

Mar 30, 2012

Sep 30, 2024

CHRISTOPHER, KELLY, MELISSA

CHIEF COMPLIANCE OFFICER

10/2024

Sep 30, 2024

COHO PARTNERS EMPLOYEE STOCK OWNERSHIP TRUST

Esop

10/2021

Mar 17, 2022

Sep 30, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 24, 2025

$2.2B

n/a

2023

Mar 27, 2024

$4.6B

n/a

2022

Mar 28, 2023

$6.2B

n/a

2021

Mar 17, 2022

$6.7B

n/a

2020

Mar 31, 2021

$6.1B

n/a

2019

Mar 29, 2020

$5.2B

n/a

2018

Mar 31, 2019

$4.3B

n/a

2017

Mar 29, 2018

$4.5B

n/a

2016

Mar 31, 2017

$3.2B

n/a

2015

Mar 29, 2016

$2.5B

n/a

2014

Mar 31, 2015

$2.0B

n/a

2013

Mar 28, 2014

$1.4B

n/a

2012

Mar 26, 2013

$942M

n/a

2011

Mar 30, 2012

$688M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$2.2B

$4.6B

-51.7%

$6.7B

-30.8%