Hedge Fund Database

HARDING LOEVNER LP

Adviser information for HARDING LOEVNER LP last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 126
Investment Advisory/Research 41
Registered Broker-Dealer Representatives 12
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 3

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 4,630 $43.6B
Non-Discretionary 1 $198.1M
Total 4,631 $43.8B

Clients

Type Number RAUM
Individuals 369 $180.1M
HNW Individuals 3,830 $3.0B
Banking or thrift institutions 0 $0
Investment companies 12 $19.6B
Business development companies 0 $0
Pooled investment vehicles 19 $2.6B
Pension and profit sharing plans 60 $4.9B
Charitable organizations 213 $1.1B
State or municipal gov entities 23 $9.5B
Other investment advisers 2 $198.1M
Insurance companies 4 $1.3B
Sovereign wealth funds and foreign official institutions 2 $1.1B
Corporations or other businesses 97 $235.9M
Other 0 $0
Type Number
No. of Non-RAUM Clients 45
No. of Non-U.S. Clients 3

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 2.9B
Both for Same 0
Portfolio Manager to Program Sponsor
WEALTH MANAGEMENT SOLUTIONS ENVESTNET, INC.
FIDUCIARY SERVICES (FS/MSP) CITIGROUP GLOBAL MARKETS, INC.
GLOBAL MANAGER STRATEGIES SEPARATE ACCOUNT PROGRAM GOLDMAN SACHS & CO.
PORTFOLIO MANAGER PROGRAM JP MORGAN CHASE, NA
OPPORTUNITY PROGRAM STIFEL NICOLAUS & COMPANY, INC.
ACCESS UBS FINANCIAL SERVICES, INC.
STRATEGIC WEALTH PORTFOLIOS UBS FINANCIAL SERVICES, INC.
STRATEGIC INVESTMENT SERVICES ("STRATIS") JP MORGAN SECURITIES, LLC
MANAGED ACCOUNT ACCESS CHARLES SCHWAB & CO., INC.
PERSONALIZED UMA WELLS FARGO ADVISORS
INVESTMENT MANAGEMENT CONSULTING THOMAS WEISEL PARTNERS LLC

Identifiers

SEC RIA File Number 801-36845
SEC ERA File Number 801-36845
SEC CIK Numbers 928196
SEC CRD Numbers 104543
Legal Entity Identifier 254900BDIA496N3TIB72

Principal Office

400 CROSSING BLVD
FOURTH FLOOR
BRIDGEWATER
NJ
United States
Monday - Friday, 8:30AM TO 5:30PM
Tel: 908-218-7900, Fax: 908-218-1915

Websites

www.hardingloevner.com twitter.com/hardingloevner www.linkedin.com/company/harding-loevner-lp www.glassdoor.com/overview/working-at-harding-loevner-ei_ie353308.11,26.htm www.youtube.com/@hardingloevner www.facebook.com/@hardingloevner

Chief Compliance Officer

BRIAN D. SIMON
GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER
400 CROSSING BLVD
FOURTH FLOOR
BRIDGEWATER
NJ
United States
Tel: 908-218-7900
Fax: 908-218-1915
(Full email address available in API data)

Regulatory Contact

ROBERT SIMOLDONI
COMPLIANCE OFFICER
400 CROSSING BLVD
FOURTH FLOOR
BRIDGEWATER
NJ
United States
Tel: 908-218-7900
Fax: 908-218-1915
(Full email address available in API data)

Industry Affiliates

AMG FUNDS LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
HARDING LOEVNER (UK) LIMITED Other investment adviser, including financial planners
SEE SCHEDULE D - MISCELLANEOUS Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
LOEVNER, DAVID, RICHARD Individual – CHAIRMAN AND LIMITED PARTNER 04/1990 10-25%
HALLETT, SIMON Individual – VICE CHAIRMAN, TREASURER, AND LIMITED PARTNER 06/1992 < 5%
TITAN NJ GP HOLDINGS, INC. Domestic Entity – OWNER AND GENERAL PARTNER 08/2009 < 5%
TITAN NJ LP HOLDINGS, LLC Domestic Entity – OWNER AND LIMITED PARTNER 08/2009 50-75%
AFFILIATED MANAGERS GROUP, INC. Domestic Entity TITAN NJ LP HOLDINGS, LLC OWNER 08/2009 > 75%
BELLISH, AARON, JEFFREY Individual – CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER 09/2012 < 5%
SIMON, BRIAN, DAVID Individual – VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER 07/2014 < 5%
ROLL, FERRILL, D Individual – VICE PRESIDENT, CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER, AND LIMITED PARTNER 02/1996 < 5%
HL FEEDER L.P. Domestic Entity – OWNER AND LIMITED PARTNER 12/2020 10-25%
TOGNERI, LISA, ANN Individual – VICE PRESIDENT, CHIEF FINANCIAL OFFICER, AND LIMITED PARTNER 07/2021 < 5%
KARATZ, MAURA Individual – VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER, AND LIMITED PARTNER 01/2022 < 5%
TRAMUTOLA, JARED, RICHARD Individual – VICE PRESIDENT, CHIEF OPERATING OFFICER AND LIMITED PARTNER 01/2023 < 5%
SAKAI, YOKO Individual – VICE PRESIDENT, DIRECTOR OF RESEARCH, ANALYST, LIMITED PARTNER 07/2023 < 5%

No. Employees, Historic

2001000202020212022202320242025101 on 3/17/2020101 on 6/9/2020106 on 3/12/2021106 on 7/1/2021115 on 3/22/2022115 on 1/5/2023115 on 1/6/2023118 on 3/24/2023118 on 10/13/2023126 on 3/27/2024

RAUM, Historic

80B40B020202021202220232024202564499375921 on 3/17/202064499375921 on 6/9/202074732955892 on 3/12/202174732955892 on 7/1/202175250446904 on 3/22/202275250446904 on 1/5/202375250446904 on 1/6/202347749238231 on 3/24/202347749238231 on 10/13/202343837552255 on 3/27/2024

No. Clients, Historic

6,0003,00002020202120222023202420255603 on 3/17/20205603 on 6/9/20205167 on 3/12/20215167 on 7/1/20215334 on 3/22/20225334 on 1/5/20235334 on 1/6/20234702 on 3/24/20234702 on 10/13/20234631 on 3/27/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 146M 852K –
ACCENTURE PLC IRELAND SHS CLASS A 205M 675K –
ADOBE INC COM 187M 336K –
ALCON AG ORD SHS 861M 10M –
ALIBABA GROUP HLDG LTD SPONSORED ADS 4M 57K –
ALPHABET INC CAP STK CL A 597M 3M –
AMAZON COM INC COM 579M 3M –
AMBEV SA SPONSORED ADR 236M 115M –
APPLE INC COM 156M 741K –
APPLIED MATLS INC COM 234M 994K –
ASML HOLDING N V N Y REGISTRY SHS 129M 127K –
ATKORE INC COM 90M 666K –
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 193M 19M –
BANCOLOMBIA S A SPON ADR PREF 18M 559K –
BHP GROUP LTD SPONSORED ADS 541M 9M –
BIONTECH SE SPONSORED ADS 235M 3M –
BOOKING HOLDINGS INC COM 139M 35K –
BROADCOM INC COM 213M 136K –
CANADIAN NATL RY CO COM 325M 3M –
CME GROUP INC COM 221M 1M –
COSTAR GROUP INC COM 115M 2M –
COSTCO WHSL CORP NEW COM 147M 172K –
CREDICORP LTD COM 307M 2M –
DANAHER CORPORATION COM 264M 1M –
DEERE & CO COM 242M 648K –
EPAM SYS INC COM 24M 125K –
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 736M 7M –
GENMAB A/S SPONSORED ADS 70M 3M –
GLOBANT S A COM 147M 824K –
HALEON PLC SPON ADS 212M 26M –
HDFC BANK LTD SPONSORED ADS 575M 9M –
HONEYWELL INTL INC COM 116M 545K –
ICICI BANK LIMITED ADR 398M 14M –
INTUITIVE SURGICAL INC COM NEW 193M 435K –
ISHARES TR MSCI ACWI ETF 8M 68K –
ISHARES TR MSCI EAFE ETF 725K 9K –
ISHARES TR MSCI INDIA ETF 8M 135K –
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 30M 5M –
KASPI KZ JSC SPONSORED ADS 53M 411K –
LINDE PLC SHS 494M 1M –
MANULIFE FINL CORP COM 258M 10M –
MERCADOLIBRE INC COM 349M 213K –
META PLATFORMS INC CL A 610M 1M –
MICROSOFT CORP COM 623M 1M –
NETFLIX INC COM 372M 551K –
NIKE INC CL B 2M 32K –
NORTHROP GRUMMAN CORP COM 96M 220K –
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 71M 4M –
PINTEREST INC CL A 268M 6M –
REPLIGEN CORP COM 80M 633K –
RIO TINTO PLC SPONSORED ADR 147M 2M –
ROCKWELL AUTOMATION INC COM 210M 764K –
SALESFORCE INC COM 272M 1M –
SAP SE SPON ADR 1B 5M –
SCHLUMBERGER LTD COM STK 129M 3M –
SERVICENOW INC COM 191M 243K –
SHELL PLC SPON ADS 230M 3M –
SONY GROUP CORP SPONSORED ADR 167M 2M –
SYNOPSYS INC COM 151M 254K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 1B 8M –
TENARIS S A SPONSORED ADS 46M 2M –
THERMO FISHER SCIENTIFIC INC COM 313M 566K –
TRADEWEB MKTS INC CL A 190M 2M –
UNITEDHEALTH GROUP INC COM 235M 461K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 95M 2M –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 1M 25K –
VERTEX PHARMACEUTICALS INC COM 555M 1M –
XP INC CL A 249M 14M –
YANDEX N V SHS CLASS A 260K 497K –
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 342M 16M –