← Tributary

COHO PARTNERS, LTD.

BERWYN, PA · CRD 111335 · IAPD ↗ · cohofunds.com · 484-318-7575

$2.20BRegulatory AUM
6Advisory reps
18Employees
0Clients
n/aPlanning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
January 2026 — COHO PARTNERS, LTD. (BERWYN, PA) left the SEC roster (was $2.20B RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
April 2025 — COHO PARTNERS, LTD. notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — COHO PARTNERS, LTD. reported RAUM down 52% ($4.56B -> $2.20B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2025 — COHO PARTNERS, LTD. shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
July 2024 — COHO PARTNERS, LTD. shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2024 — COHO PARTNERS, LTD. reported RAUM down 26% ($6.17B -> $4.56B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.