Clients
Harding Loevner serves 3,876 clients, 3,290 of them high-net-worth individuals. The average client has about $8.3 million with the firm, and high-net-worth clients hold 9% of its $32.1 billion in assets.
- High-net-worth individuals3,290 clients9%
- Investment companies8 clients43%
- Pooled investment vehicles15 clients4%
- Pension and profit-sharing plans37 clients18%
- Charitable organizations159 clients3%
- OtherState or municipal government entities, Insurance companies, Individuals, Other investment advisers, Sovereign wealth funds and foreign official institutions, Corporations and other businesses24%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 290 | $155,771,040 | 0.5% | $537K |
| High-net-worth individuals | 3,290 | $2,916,157,593 | 9.1% | $886K |
| Investment companies | 8 | $13,704,584,437 | 42.7% | $1.71B |
| Pooled investment vehicles | 15 | $1,364,347,820 | 4.3% | $91.0M |
| Pension and profit-sharing plans | 37 | $5,668,702,015 | 17.7% | $153.2M |
| Charitable organizations | 159 | $811,919,461 | 2.5% | $5.11M |
| State or municipal government entities | 17 | $6,123,102,500 | 19.1% | $360.2M |
| Other investment advisers | 2 | $194,021,165 | 0.6% | $97.0M |
| Insurance companies | 3 | $908,848,838 | 2.8% | $302.9M |
| Sovereign wealth funds and foreign official institutions | 1 | $71,216,880 | 0.2% | $71.2M |
| Corporations and other businesses | 54 | $139,141,074 | 0.4% | $2.58M |
| Total | 3,876 | $32,057,812,823 | 100% | $8.27M |
- Clients
- 290
- Regulatory AUM
- $155,771,040
- Share
- 0.5%
- Avg. per client
- $537K
- Clients
- 3,290
- Regulatory AUM
- $2,916,157,593
- Share
- 9.1%
- Avg. per client
- $886K
- Clients
- 8
- Regulatory AUM
- $13,704,584,437
- Share
- 42.7%
- Avg. per client
- $1.71B
- Clients
- 15
- Regulatory AUM
- $1,364,347,820
- Share
- 4.3%
- Avg. per client
- $91.0M
- Clients
- 37
- Regulatory AUM
- $5,668,702,015
- Share
- 17.7%
- Avg. per client
- $153.2M
- Clients
- 159
- Regulatory AUM
- $811,919,461
- Share
- 2.5%
- Avg. per client
- $5.11M
- Clients
- 17
- Regulatory AUM
- $6,123,102,500
- Share
- 19.1%
- Avg. per client
- $360.2M
- Clients
- 2
- Regulatory AUM
- $194,021,165
- Share
- 0.6%
- Avg. per client
- $97.0M
- Clients
- 3
- Regulatory AUM
- $908,848,838
- Share
- 2.8%
- Avg. per client
- $302.9M
- Clients
- 1
- Regulatory AUM
- $71,216,880
- Share
- 0.2%
- Avg. per client
- $71.2M
- Clients
- 54
- Regulatory AUM
- $139,141,074
- Share
- 0.4%
- Avg. per client
- $2.58M
Total
- Clients
- 3,876
- Regulatory AUM
- $32,057,812,823
- Share
- 100%
- Avg. per client
- $8.27M
What it does
Harding Loevner provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Harding Loevner advises no private funds.
99.4% of assets ($31.86B across 3,875 accounts) are managed with discretion; $194.0M across 1 account is not. $2.90B sits in a wrap fee program the firm both sponsors and manages. 2% of clients are outside the U.S., and 51 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks98%
- Cash2%
Custodians
Harding Loevner’s client accounts are held mainly at The Northern Trust, with 24% of managed assets, and BNY Mellon, with 7%. Harding Loevner does not have custody of client assets.
- The Northern TrustThe Northern Trust Company · Chicago, IL · $7.72B24%
- State Street Bank & TrustState Street Bank & Trust · Boston, MA · $2.10B7%
- BNY MellonBNY Mellon Corporation · New York, NY · $2.23B7%
- All other custodians$20.01B62%
Ownership and leadership
Titan NJ LP Holdings, LLC owns 75% or more of Harding Loevner, and Aaron Bellish is its CEO.
- Owns 75% or more of Harding Loevner LP
Titan NJ LP Holdings, LLC
Control person · since August 2009
- Owns 75% or more of Titan NJ LP Holdings, LLC
Affiliated Managers Group, Inc.
since August 2009
- Owns 10% to 25% of Harding Loevner LP
HL Feeder L.P.
Control person · since December 2020
Leadership
- Aaron BellishChairman, Chief Executive Officer and Limited Partner
- Maura KaratzVice President, Chief Administrative Officer, and Limited Partner
- Ferrill RollVice President, Chief Investment Officer, Portfolio Manager, and Limited Partner
- Yoko SakaiVice President, Director of Research, Analyst, Limited Partner
- Lisa TogneriVice President, Chief Financial Officer, Treasurer, and Limited Partner
- Jared TramutolaVice President, Chief Operating Officer and Limited Partner
- Raymond VarsVice President, Director of Investment Communication, Portfolio Specialist, and Limited Partner
- Robert SimoldoniChief Compliance Officer
- Simon HallettVice Chairman and Limited Partner
- Lisa PriceGeneral Counsel and Limited Partner
Staff
- 104 employees
- 36 in advisory functions
- 12 broker-dealer reps
- 2 soliciting firms
Reported holdings
Harding Loevner’s reported 13F holdings total $10.64B across 82 positions, and the ten largest make up 51.9% of it.
- $10.64B
- Reported 13F value
- 82
- Positions
- 51.9%
- In the 10 largest
- +9.4%
- Value vs. prior quarter
- Taiwan Semiconductor Manufac · Sponsored ADS12.7%
- Spotify Technology S A7.0%
- Fomento Economico Mexicano S · Spon ADR Units6.5%
- Canadian Natl RY CO6.1%
- Credicorp Ltd4.7%
- Ryanair Holdings PLC · Sponsored ADR3.6%
- Mercadolibre Inc.3.0%
- Sea Ltd · Sponsord ADS2.9%
- Netease Com Inc. · Sponsored ADS2.7%
- Hdfc Bank Ltd · Sponsored ADS2.7%
Together, the ten largest are 51.9% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $10.64B is not its $32.06B in regulatory assets and does not represent any individual client's portfolio.
Fees
Harding Loevner is paid through a percentage of assets under management and performance-based fees.
Harding Loevner’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Harding Loevner has 0 offices, with 1 listed address in 1 state.
New Jersey · 1 listed address
- 400 Crossing BLVD, Fourth Floor, BridgewaterHQ
Registration details
- Legal name
- Harding Loevner LP
- Headquarters
- 400 Crossing BLVD, Fourth Floor, Bridgewater, NJ 08807
- Phone
- 908-218-7900
- Website
- www.hardingloevner.com
- SEC file
- 801-36845
- Structure
- Delaware limited partnership
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Harding Loevner have?
Harding Loevner has 3,876 clients and manages $32.1 billion for them, as of March 2026. They include 3,290 high-net-worth individuals, 290 other individuals and 159 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Harding Loevner offer?
Harding Loevner provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Harding Loevner use?
Harding Loevner’s separately managed account assets are held at The Northern Trust Company (Chicago, IL), with $7,720,494,145, BNY Mellon Corporation (New York, NY), with $2,230,977,101 and State Street Bank & Trust (Boston, MA), with $2,099,412,732. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Harding Loevner have?
Harding Loevner has 0 investment adviser representatives registered with state securities authorities, out of 104 employees, and 36 perform investment advisory functions. 12 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Harding Loevner invest in?
At the end of its last fiscal year, Harding Loevner’s separately managed accounts held 98% exchange-traded equities and 2% cash and equivalents. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Harding Loevner?
Harding Loevner is owned through a holding company by Affiliated Managers Group, Inc. Its direct owners are Titan NJ LP Holdings, LLC (75% or more) and HL Feeder L.P. (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Harding Loevner get paid?
Harding Loevner is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file