# Harding Loevner LP

> Harding Loevner LP is an SEC-registered investment advisory firm in Bridgewater, NJ, registered since 1990, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 104543
- Filed as: HARDING LOEVNER LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bridgewater, NJ
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104543
- AdvisorCensus page: https://advisorcensus.com/firm/harding-loevner-lp-bridgewater-nj-104543

## Quick answers

**How is Harding Loevner LP compensated?**
On its Form ADV (Item 5.E, October 2026), Harding Loevner LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Harding Loevner LP located?**
Harding Loevner LP's principal office is in Bridgewater, NJ, according to its Form ADV.

**Is Harding Loevner LP registered with the SEC or a state?**
Harding Loevner LP is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 104543.

**How much does Harding Loevner LP manage?**
Harding Loevner LP reports $32,057,812,823 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (99% discretionary).

**How have Harding Loevner LP's assets and staff changed since 2021?**
In the Form ADV data for Harding Loevner LP: Regulatory assets under management: $74,732,955,892 in the October 2021 data and $32,057,812,823 in the October 2026 data, down 57%. Total employees: 106 in October 2021 and 104 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Harding Loevner LP serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3,290); individuals (other than high net worth individuals) (290); charitable organizations (159).

**Which custodians does Harding Loevner LP use?**
Harding Loevner LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Corporation, State Street Bank & Trust and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Harding Loevner LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104543

**What changed in Harding Loevner LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 40 to 36.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon Corporation
- State Street Bank & Trust
- The Northern Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $32,057,812,823
- Discretionary: $31,863,791,658
- Non-discretionary: $194,021,165

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 290 | $155,771,040 |
| High net worth individuals | 3,290 | $2,916,157,593 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 8 | $13,704,584,437 |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 15 | $1,364,347,820 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 37 | $5,668,702,015 |
| Charitable organizations | 159 | $811,919,461 |
| State or municipal government entities (including government pension plans) | 17 | $6,123,102,500 |
| Other investment advisers | 2 | $194,021,165 |
| Insurance companies | 3 | $908,848,838 |
| Sovereign wealth funds and foreign official institutions | 1 | $71,216,880 |
| Corporations or other businesses not listed above | 54 | $139,141,074 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1990 (36 years)
- Employees: 104 total, 36 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- glassdoor.com/Overview/Working-at-Harding-Loevner-EI_IE353308.11,26.htm
- hardingloevner.com
- Facebook @hardingloevner
- LinkedIn @HARDING-LOEVNER-LP
- X @HARDINGLOEVNER
- YouTube @hardingloevner

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $74,732,955,892 | 106 | July 1, 2021 |
| October 2022 | $75,250,446,904 | 115 | March 22, 2022 |
| October 2023 | $47,749,238,231 | 118 | March 24, 2023 |
| October 2024 | $43,837,552,255 | 126 | March 27, 2024 |
| October 2025 | $34,458,486,008 | 119 | July 9, 2025 |
| October 2026 | $32,057,812,823 | 104 | March 27, 2026 |

Regulatory assets under management: $74,732,955,892 in the October 2021 data and $32,057,812,823 in the October 2026 data, down 57%.
Total employees: 106 in October 2021 and 104 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 40 to 36.

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harding Loevner LP (CRD 104543): Form ADV filing data as of October 2026.