{"url":"https://nivawealth.com/firms/harding-loevner-104543","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/104543","regulatoryAum":32057812823,"crd":"104543","secFileNumber":"801-36845","legalName":"Harding Loevner LP","displayName":"Harding Loevner","website":"https://www.hardingloevner.com","linkedinUrl":"https://www.linkedin.com/company/harding-loevner-lp","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"400 Crossing BLVD, Fourth Floor","city":"Bridgewater","state":"NJ","stateName":"New Jersey","country":"United States","postalCode":"08807"},"tradeNames":[],"registration":{"secApproved":"16 April 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investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":98},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/104543/PDF/104543.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Harding Loevner have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Harding Loevner offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Harding Loevner use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Harding Loevner have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Harding Loevner invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Harding Loevner?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Harding Loevner get paid?","answer":"Harding Loevner is paid through a percentage of assets under management and performance-based fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}