COHO PARTNERS, LTD.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Pennsylvania, United States

Employees

Total Number of Employees	36
Investment Advisory/Research	10
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,190	$4.6B
Non-Discretionary	0	$0
Total	1,190	$4.6B

Clients

Type	Number	RAUM
Individuals	886	$928.2M
HNW Individuals	110	$377.7M
Banking or thrift institutions	0	$0
Investment companies	2	$630.1M
Business development companies	0	$0
Pooled investment vehicles	2	$251.7M
Pension and profit sharing plans	11	$71.7M
Charitable organizations	79	$527.0M
State or municipal gov entities	14	$487.6M
Other investment advisers	3	$528.2M
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	53	$587.4M
Other	30	$168.5M

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation	% of AUMPerformance-based fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	32.2M
Both for Same	0

Portfolio Manager to Program	Sponsor
LOCKWOOD SPONSORED WRAP PROGRAM	LOCKWOOD ADVISORS, INC.

Identifiers

SEC RIA File Number	801-60111
SEC ERA File Number	801-60111
SEC CIK Numbers	1350585
SEC CRD Numbers	111335
Legal Entity Identifier	None

Principal Office

300 BERWYN PARK
801 CASSATT ROAD, SUITE 100
BERWYN
PA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic