Harding Loevner Lp
SEC-registered
Investment Adviser · Large ($10B–$100B)
CRD 104543
· SEC file 801-36845
· Bridgewater, NJ
· X.COM
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $32.1B
- Discretionary
- $31.9B
- Clients
- 3,876
- Avg AUM / client
- $8.3M
- Accounts
- 3,876
- Employees
- 104
AUM over time
$14.8B
$75.3B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Asset allocation (SMA assets by investment type)
as of Mar 27, 2026
Exchange-traded equities
$31.4B
98%
Cash & equivalents
$641M
2%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 290 | $156M | 0.49% |
| High net worth individuals | 3,290 | $2.9B | 9.1% |
| Investment companies | 8 | $13.7B | 42.7% |
| Pooled investment vehicles (non-investment companies) | 15 | $1.4B | 4.26% |
| Pension and profit sharing plans | 37 | $5.7B | 17.7% |
| Charitable organizations | 159 | $812M | 2.53% |
| State or municipal government entities | 17 | $6.1B | 19.1% |
| Other investment advisers | 2 | $194M | 0.61% |
| Insurance companies | 3 | $909M | 2.84% |
| Sovereign wealth funds and foreign official institutions | 1 | $71.2M | 0.22% |
| Corporations and other businesses | 54 | $139M | 0.43% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| University Of Nebraska Foundation EIN 470379839 | Lincoln, NE | 06/30/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| U. A. Local 38 Defined Benefit Pension Plan Board Of Trustees Of U. A. Local 38 Trust Funds | 2024 | |
| Roofers Local No 20 Pension Plan Roofers Local No 20 Pension Plan | Raytown, MO | 2024 |
| Golub Corporation Qualified Security Plan Golub Corporation | 2024 | |
| International Brotherhood Of Teamsters Union Local 710 Pension Fund Trustees Of I.B. Of T. Union Local 710 Pension Fund | 2024 | |
| Crossroads Rhode Island 401 K Retirement Plan Crossroads Rhode Island | 2024 | |
| The Bank Of New York Mellon Corporation Pension Plan The Bank Of New York Mellon | 2024 | |
| Sheet Metal Workers' National Pension Fund Bd Of Trustees Sheet Metal Workers' National Pension Fund | 2024 | |
| C. S. Davidson, Inc. Employee Stock Ownership Plan C. S. Davidson, Inc. | 2024 | |
| The Goldman Sachs 401(k) Plan The Goldman Sachs Group, Inc. | 2024 | |
| Sheet Metal Workers Local Union No. 28 Pension Fund Board Of Trustees Of Smw Lu No. 28 Pension Fund | 2024 | |
| Nurses And Local 813 Ibt Retirement Plan Board Of Trustees Of Nurses And Local 813 Ibt Retirement Plan | Long Island City, NY | 2024 |
| Smart Local Unions And Councils Pension Fund Board Of Trustees Of The Smart Local Unions And Councils Pension Fund | 2024 | |
| Tidalhealth Pension Plan Tidalhealth, Inc. | 2024 | |
| Stanley Black & Decker Pension Plan Black & Decker (U.S.) Inc. | 2024 | |
| Pension Plan For Hourly Paid Employees Of Stanley Black & Decker, Inc. Stanley Black & Decker, Inc. | 2024 | |
| Sheet Metal Workers Local No. 177 Pension Fund Trustees Sheet Metal Workers Local No. 177 Pension Fund | 2024 | |
| Bradford White Corporation Uaw Retirement Income Plan Bradford White Corporation | 2024 | |
| Production Workers Pension Fund Production Workers Pension Fund | 2024 | |
| Pha America, Inc. 401(k) Plan Pha America Inc | 2024 | |
| Bridgestreet Corporate Housing, Llc 401(k) Plan Bridgestreet Corporate Housing, Llc | Vienna, VA | 2020 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Loevner, David, Richard | Chairman And Limited Partner | Apr 1990 (36y) | 10% – 25% | |
| Hallett, Simon | Vice Chairman, Treasurer, And Limited Partner | Jun 1992 (34y) | Less than 5% | |
| Roll, Ferrill, D | Vice President, Chief Investment Officer, Portfolio Manager, And Limited Partner | Feb 1996 (31y) | Less than 5% | |
| Bellish, Aaron, Jeffrey | Chief Executive Officer And Limited Partner | Sep 2012 (14y) | Less than 5% | |
| Simon, Brian, David | Vice President, General Counsel, Chief Compliance Officer And Limited Partner | Jul 2014 (12y) | Less than 5% | |
| Togneri, Lisa, Ann | Vice President, Chief Financial Officer, And Limited Partner | Jul 2021 (5y) | Less than 5% | |
| Karatz, Maura | Vice President, Chief Administrative Officer, And Limited Partner | Jan 2022 (5y) | Less than 5% | |
| Tramutola, Jared, Richard | Vice President, Chief Operating Officer And Limited Partner | Jan 2023 (4y) | Less than 5% | |
| Sakai, Yoko | Vice President, Director Of Research, Analyst, Limited Partner | Jul 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Titan Nj Lp Holdings, Llc | Owner And Limited Partner | Aug 2009 | A | 50% – 75% |
| Hl Feeder L.P. | Owner And Limited Partner | Dec 2020 | A | 10% – 25% |
| Titan Nj Gp Holdings, Inc. | Owner And General Partner | Aug 2009 | A | Less than 5% |
| Affiliated Managers Group, Inc. | Owner | Aug 2009 | B | ≈ 37.5% – 75% via Titan Nj Lp Holdings, Llc |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Affiliated Managers Group, Inc.: 75% – 100% of Titan Nj Lp Holdings, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (20)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| U. A. Local 38 Defined Benefit Pension Plan | Board Of Trustees Of U. A. Local 38 Trust Funds | 1,381 | $555M | 07/01/2024 |
| Roofers Local No 20 Pension Plan | Roofers Local No 20 Pension Plan | 540 | $110M | 06/01/2024 |
| Golub Corporation Qualified Security Plan | Golub Corporation | 14 | $15.3M | 04/29/2024 |
| International Brotherhood Of Teamsters Union Local 710 Pension Fund | Trustees Of I.B. Of T. Union Local 710 Pension Fund | 7,676 | $4.5B | 02/01/2024 |
| Crossroads Rhode Island 401 K Retirement Plan | Crossroads Rhode Island | 168 | $10.1M | 01/01/2024 |
| The Bank Of New York Mellon Corporation Pension Plan | The Bank Of New York Mellon | 5,336 | $5.2B | 01/01/2024 |
| Sheet Metal Workers' National Pension Fund | Bd Of Trustees Sheet Metal Workers' National Pension Fund | 66,166 | $8.9B | 01/01/2024 |
| C. S. Davidson, Inc. Employee Stock Ownership Plan | C. S. Davidson, Inc. | 69 | $9.0M | 01/01/2024 |
| The Goldman Sachs 401(k) Plan | The Goldman Sachs Group, Inc. | 23,891 | $12.8B | 01/01/2024 |
| Sheet Metal Workers Local Union No. 28 Pension Fund | Board Of Trustees Of Smw Lu No. 28 Pension Fund | 1,989 | $364M | 01/01/2024 |
| Nurses And Local 813 Ibt Retirement Plan | Board Of Trustees Of Nurses And Local 813 Ibt Retirement Plan | 2,162 | $613M | 01/01/2024 |
| Smart Local Unions And Councils Pension Fund | Board Of Trustees Of The Smart Local Unions And Councils Pension Fund | 995 | $397M | 01/01/2024 |
| Tidalhealth Pension Plan | Tidalhealth, Inc. | 4,926 | $163M | 01/01/2024 |
| Stanley Black & Decker Pension Plan | Black & Decker (U.S.) Inc. | 721 | $718M | 01/01/2024 |
| Pension Plan For Hourly Paid Employees Of Stanley Black & Decker, Inc. | Stanley Black & Decker, Inc. | 488 | $112M | 01/01/2024 |
| Sheet Metal Workers Local No. 177 Pension Fund | Trustees Sheet Metal Workers Local No. 177 Pension Fund | 712 | $75.6M | 01/01/2024 |
| Bradford White Corporation Uaw Retirement Income Plan | Bradford White Corporation | 295 | $79.3M | 01/01/2024 |
| Production Workers Pension Fund | Production Workers Pension Fund | 0 | $5.9M | 01/01/2024 |
| Pha America, Inc. 401(k) Plan | Pha America Inc | 199 | $3.4M | 01/01/2024 |
| Bridgestreet Corporate Housing, Llc 401(k) Plan | Bridgestreet Corporate Housing, Llc | 0 | $3.1M | 01/01/2020 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| University Of Nebraska Foundation | Public charity | $3.6B | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $7.7B (24% of AUM) Mar 2026
- Hsbc Bank Plc $3.6B (7% of AUM) Oct 2023
- J.P. Morgan $2.5B (6% of AUM) Mar 2024
- BNY Mellon $2.2B (7% of AUM) Mar 2026
- State Street $2.1B (7% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗