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HARDING LOEVNER LP
CRD 104543File 801-36845
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$32.06B
Top 10% of cohort (national)
Discretionary AUM
$31.86B
Non-discretionary $194.0M
Clients
3,876
3,876 accounts
Employees
104
Top 10% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 16, 1990
- Principal office
- 400 CROSSING BLVD, FOURTH FLOOR, BRIDGEWATER, NJ, 08807
- Phone
- 908-218-7900
- Website
- https://X.COM/HARDINGLOEVNER
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $32.06B
- Discretionary AUM
- $31.86B
- Non-discretionary AUM
- $194.0M
- Discretionary accounts
- 3,875
- Non-discretionary accounts
- 1
- Total accounts
- 3,876
- AUM per client
- $8.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 54 | $139.1M |
| Non-U.S. persons | 1 | $71.2M |
| Insurance companies | 3 | $908.8M |
| Investment companies | 8 | $13.70B |
| Charitable organizations | 159 | $811.9M |
| Other investment advisers | 2 | $194.0M |
| High net worth individuals | 3,290 | $2.92B |
| Pooled investment vehicles | 15 | $1.36B |
| Pension and profit sharing plans | 37 | $5.67B |
| State or municipal government entities | 17 | $6.12B |
| Individuals (other than high net worth individuals) | 290 | $155.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.