Asset manager · Bridgewater, NJ
Harding Loevner LP
SEC-registered investment adviser · CRD 104543 · SEC 801-36845
At a glance
Harding Loevner LP is an SEC-registered investment adviser based in Bridgewater, New Jersey, with $32.1 billion in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is investment companies, and it reports 3,580 individual clients. By Form ADV it is a asset manager, ranked 280th of 3,218 asset managers and 621st of 17,210 SEC-registered advisers by assets.
Main office 908-218-7900hardingloevner.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $32B
- Rank among asset managers
- #280 of 3,218
- Rank among all SEC RIAs
- #621 of 17,210
- Rank in New Jersey
- #17 of 392
- Individual clients
- 3,580
- High-net-worth clients
- 3,290
- Accounts
- 3,876
- Discretionary
- 99% of AUM
- Employees
- 104
- Advisory staff
- 36
- Offices
- 1
Owners and executives on its Form ADV
- Simon HallettVice Chairman and Limited Partner
- Aaron J. BellishChairman, Chief Executive Officer and Limited Partner
- Ferrill D RollVice President, Chief Investment Officer, Portfolio Manager, and Limited Partner
- Lisa A. TogneriVice President, Chief Financial Officer, Treasurer, and Limited Partner
- Maura KaratzVice President, Chief Administrative Officer, and Limited Partner
- Jared R. TramutolaVice President, Chief Operating Officer and Limited Partner
- Yoko SakaiVice President, Director of Research, Analyst, Limited Partner
- Raymond T. VarsVice President, Director of Investment Communication, Portfolio Specialist, and Limited Partner
- Robert N. SimoldoniChief Compliance Officer
- Lisa PriceGeneral Counsel and Limited Partner
Custody and brokerage
Broker-dealer
Hybrid RIA
Harding Loevner LP is a hybrid RIA: 12 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: SEE Schedule D - Miscellaneous.
- SEE Schedule D - Miscellaneous
Its Form ADV brochure (filed March 2026) names Quasar Distributors as the broker-dealer its advisers are registered with.
Some of our employees are registered representatives of Quasar Distributors, LLC, a limited purpose broker-dealer and a subsidiary of Foreside Financial Group that serves as HLF’s distributor.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 8 | $14B | 43% |
| State or municipal government entities | 17 | $6.1B | 19% |
| Pension and profit sharing plans | 37 | $5.7B | 18% |
| High-net-worth individuals | 3,290 | $2.9B | 9% |
| Pooled investment vehicles | 15 | $1.4B | 4% |
| Insurance companies | 3 | $909M | 3% |
| Charitable organizations | 159 | $812M | 3% |
| Other investment advisers | 2 | $194M | <1% |
| Individuals | 290 | $156M | <1% |
| Corporations or other businesses | 54 | $139M | <1% |
| Sovereign wealth funds and foreign official institutions | 1 | $71M | <1% |
Disciplinary disclosures
Harding Loevner LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗hardingloevner.com ↗
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The full record on Harding Loevner LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 360 peers of its type and size
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- Owners and executives, with titles and stakes
- 10 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Harding Loevner LP manage?
Harding Loevner LP reports $32.1 billion in regulatory assets under management across 3,876 accounts, 99% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Harding Loevner LP?
Harding Loevner LP is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. A public reporting company controls it.
Who are Harding Loevner LP’s clients?
By assets, its largest client types are investment companies ($13.7 billion, 8 clients); state or municipal government entities ($6.1 billion, 17 clients); pension and profit sharing plans ($5.7 billion, 37 clients).
Does Harding Loevner LP have any disciplinary history?
Harding Loevner LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Harding Loevner LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →