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

10

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 a U.S.-based limited partnership that has been SEC-registered since 1990 and serves both individual/family and institutional clients. The firm operates primarily as an investment adviser engaged in portfolio management across a range of client types — from individuals and small businesses to pooled vehicles and investment companies — and also conducts commodity pool/CTA activities. Its fee structures combine asset-based fees with performance-linked fees. Harding Loevner identifies as an active ESG investor and maintains industry relationships that include broker-dealers and roles as sponsor or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities97%
Cash & Cash Equivalents3%

Owners & executives

3 of 5

AARON BELLISH
Partner & Chief Financial OfficerCRD 5400918
FERRILL ROLL
Chief Investment OfficerCRD 1423061
JARED TRAMUTOLA
Chief Operating OfficerCRD 6090086

Unlock 2 more executives →

Contacts

3 of 5

SIMON HALLETT
Vice ChairmanCRD 2152996
RAYMOND VARS
Director Of Investment CommunicationsCRD 2687030
ROBERT SIMOLDONI
Compliance OfficerCRD 5743613

Unlock 2 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 8

Active vs passive

$131M in ETFs

Passive

100%

$131M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU)	Vanguard	Passive	Foreign Large Blend	$105M	1,399,374	80.35%

Unlock additional holdings →

Primary office

BRIDGEWATER, NJ

SOMERSET

Location

BRIDGEWATER, NJ

Headquartered in BRIDGEWATER, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: SOMERSET
Address: 400 Crossing Blvd
Time zone: ET (UTC-5)
Office locations

Similar firms

PARADIGM INVESTMENT ADVISORY, LLC

BRIDGEWATER, NJ

AUM $425MTEAM 8REPS 9

PARADIGM WEALTH ADVISORY LLC

BRIDGEWATER, NJ

AUM $201MTEAM 14REPS 7

THE INVESTMENT CONNECTION LLC

BRIDGEWATER, NJ

AUM $109MTEAM 2REPS 2

ECP

SUMMIT, NJ

AUM $33.4BTEAM 95REPS 9

ONEX CREDIT PARTNERS, LLC

ENGLEWOOD CLIFFS, NJ

AUM $30.1BTEAM 80REPS 4

JACOBS LEVY EQUITY MANAGEMENT

FLORHAM PARK, NJ

AUM $28BTEAM 70REPS 9

More RIAs in BRIDGEWATER →All New Jersey RIAs →