COHO PARTNERS, LTD.

COHO PARTNERS, LTD. of BERWYN, PA is an SEC-registered investment adviser (CRD 111335). Regulatory assets under management: $2.2B.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles, Investment cos.

Officers, owners & control persons (21)

NameRoleLocation
Wayne Presley ScottPORTFOLIO MANAGER, PARTNER, VICE PRESIDENT; SHAREHOLDER, RETIREDDallas, TX
Kelly Melissa ChristopherCHIEF COMPLIANCE OFFICER
Peter Adamson ThompsonCO-CHIEF INVESTMENT OFFICER, PARTNER, TREASURER
Glenn Alan DeverPRESIDENT, PARTNER
Cindy LewisCHIEF FINANCIAL OFFICER, PARTNER
BUBECK KYLE ROGERCHIEF COMPLIANCE OFFICER
HEENAN SHEILA MARIECHIEF COMPLIANCE OFFICER
THOMPSON PETER ADAMSONCHIEF INVESTMENT OFFICER, PARTNER, TREASURER; CO-CHIEF INVESTMENT OFFICER, PARTNER, TREASURER; PARTNER & DIRECTOR
THOMPSON ALEXANDRA KINGDIRECTOR
SHERRERD JOHN J FDIRECTOR
DEVER GLENN ALANPARTNER, PRESIDENT; PRESIDENT, PARTNER
ONEILL DAVID GERARDPORTFOLIO MANAGER
KING ALEXANDRADIRECTOR
KRAMP BRIAN LEEPARTNER, RETIRED; PORTFOLIO MANAGER, PARTNER, SECRETARY; SHAREHOLDER, RETIRED
POWELL MARGARETPARTNER, INVESTMENT OPERATIONS
MONEYMAKER ELISA BOYERCLIENT SERVICE MANAGER
LEONARD CHRISTOPHER RANDOLPHPORTFOLIO MANAGER
LESAGE WAYNE GEORGECLIENT RELATIONS MANAGER
CHRISTOPHER KELLY MELISSACHIEF COMPLIANCE OFFICER
Lewis CindyCHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, PARTNER
GENTRY LISA MARIECHIEF COMPLIANCE OFFICER, PARTNER

More on this firm