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Building 2COOKE & BIELER, L.P.

Map pinPHILADELPHIA, PA
Phone215-246-2030
NotebookSEC #801-60411
Total AUM
$10.6B
Employees
32
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
TWO COMMERCE SQUARE
2001 MARKET STREET, SUITE 4000
PHILADELPHIA
PA 19103
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
215-246-2030
Other Offices
1

ReceiptFinancials

Total AUM
$10.6B
Accounts
209
Discretionary
$8.8B
Accounts
206
Non-Discretionary
$1.8B
Accounts
3

ContactClients

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Individual Clients
24
AUM
$11.7M
HNW Individual Clients
86
AUM
$413M
Investment Company Clients
3
AUM
$3B
Pooled Vehicle Clients
4
AUM
$263.8M
Pension/Profit Sharing Plan Clients
20
AUM
$1.1B
Charitable Organization Clients
37
AUM
$507.6M
Government Entity Clients
25
AUM
$5.1B
Corporation or Business Clients
10
AUM
$215.2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCOHPAVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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