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COOKE & BIELER, L.P.
CRD 113859 · SEC 801-60411
TWO COMMERCE SQUARE, 2001 MARKET STREET, SUITE 4000, PHILADELPHIA, PA, 19103, United States
Phone
215-246-2030
Fax
215-567-1681
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$10.56B
Discretionary AUM
$8.81B
Team
32 total employees; 14 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Partnership
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $11.7M |
| High net worth individuals | 86 | $413.0M |
| Investment companies | 3 | $2.97B |
| Pooled investment vehicles | 4 | $263.8M |
| Pension/profit sharing plans | 20 | $1.06B |
| Charitable organizations | 37 | $507.6M |
| State/municipal entities | 25 | $5.11B |
| Corporations/business entities | 10 | $215.2M |
States served
MA, NY, NC, OH, PA, TN, VA, WI, FL
All web addresses on file
Official SEC filing: View on IAPD