Harding Loevner LP

RIASEC RegisteredEst. 1990

Total AUM

$32.1B

Discretionary

$31.9B

99% of AUM

Avg account

$8.3M

Accounts

3,876

Employees

104

Advisory reps

Firm details

Headquarters: Bridgewater, New Jersey
CRD number: 104543
Registered since: April 16, 1990
Website: www.hardingloevner.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies42.75%
State / Municipal Government19.1%
Pension & Profit Sharing Plans17.68%
HNWI9.1%
Pooled Investment Vehicles4.26%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Harding Loevner LP is an institutional registered investment adviser organized as a limited partnership and active since 1990. The firm serves both individual and family clients as well as institutional investors, providing portfolio management for individuals, pooled vehicles, investment companies and institutions. It operates with a fee model that combines a percentage-of-AUM schedule and performance-based fees, and is registered as a Commodity Pool Operator/Commodity Trading Advisor (CPO/CTA). Harding Loevner identifies as an active ESG investor and, through its industry roles, participates as a broker–dealer affiliate, other investment adviser, and sponsor or managing member of pooled investment vehicles.