For nearly 20 years, Coho has successfully managed dual business channels, serving both institutional and private wealth clients. Recently, with leadership endorsement from both lines of the business, the decision was made to separate into two distinct organizations with a spin-out of our private wealth business.
We are pleased to announce our full support of Aurdan Capital Management, the newly formed registered investment advisor (“RIA”) established for Coho’s Private Wealth Group which officially launched on June 4, 2024. Aurdan operates as its own entity, not as an affiliate or subsidiary of Coho Partners.
“Our mission is rooted in putting our clients first and we believe this change is in the best interest of all our clients,” said Peter Thompson, Coho’s founder and co-chief investment officer. “As our business has evolved, this strategic decision allows Coho to focus on asset management for the institutional and intermediary community, while Aurdan is centered on wealth management for families and individuals.”
Glenn Dever, Coho’s president added, “While we will miss working with our private wealth colleagues (Roseann Dittmar, Eric Hildenbrand, Sam McCaffrey, and Steve Mills have joined the Aurdan team), we wish them every success as they begin this new chapter.”
We look forward to a strong relationship with Aurdan as its clients will maintain their investments in our flagship strategy, Coho Relative Value Equity.
