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.

Firm class

other adviserderivedprivate_client_share=0.04 fund_share=0.31 institutional_share=0.63 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$11BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$8.8B

Private client RAUM

$425MderivedItem 5.D individuals plus high net worth individuals

Private client share

4%derivedprivate client RAUM over total RAUM

Advisors on IAPD

14

RAUM per advisor

$754Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

32

Advisory employees

14

Offices

1Schedule D 1.F, beyond the principal office

Accounts

209

Individual clients

24

High net worth clients

86

SEC number

801-60411

CIK

24386

CRD

113859

Filings on the tape

21

First filed

Mar 30, 2012

Latest filed

Mar 30, 2026

Organised

Limited Partnership, PA

• Occurred

  Mar 31, 2022
  Regulatory AUM changed

  Cooke & Bieler, L.P. reported RAUM $11.9B, up 25% from $9.5B (2021-03-30 to 2022-03-31)

  Form ADVobserved 4 days ago
  $2.4B
• Occurred

  Mar 27, 2020
  Regulatory AUM changed

  Cooke & Bieler, L.P. reported RAUM $9.8B, up 92% from $5.1B (2019-03-29 to 2020-03-27)

  Form ADVobserved 4 days ago
  $4.7B

Graph

RIA / Wealth Management

Canonical id

dfx:ria:885758cc-9b43-2a87-cb9e-ba45deb9482f

First observed

Mar 30, 2012

Last observed

Mar 30, 2026 5 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.