Harding Loevner Lp

CRD#104543
Investment Advisor Firm

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Learn more about Harding Loevner Lp

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Harding Loevner Lp is located at 400 Crossing Blvd, Bridgewater, NJ. The firm employs 41 financial advisors to manage client portfolios and provide financial guidance. Harding Loevner Lp is not a registered broker-dealer.

    Harding Loevner Lp oversees $43.8 billion in assets under management across 4,631 accounts, of which 4,630 are discretionary and 1 is non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm caters to a diverse range of investors, including retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, sovereign wealth funds, and corporations. The fee structure at Harding Loevner Lp includes asset-based and performance-based fees. The largest client type by accounts is high net worth investors, with 3,830 high net worth clients. The firm maintains affiliations with a broker-dealer or securities dealer and a commodity pool advisor.

    Harding Loevner Lp is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $43.8 billion

    Number of Advisors

    41

    Disclosures

    No

    Office Location

    400 Crossing Blvd
    Bridgewater, NJ 08807

    Harding Loevner Lp by the Numbers

    Total Assets Under Management

    $43.8 billion

    National Average: $8.6 billion
    Total Number of Employees

    126

    National Average: 64
    Total Number of Accounts

    4,631

    National Average: 375,227
    Average Account Size

    $9.5 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial advisory fees largely are based on the type of financial services provided. Fees charged by Harding Loevner Lp may include any blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Harding Loevner Lp.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company does business with a number of different clients. The firm caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies, sovereign wealth funds, and corporations. Out of its 11 clients, Harding Loevner Lp's largest client type by number of accounts is investment companies, though it also manages money for 3830 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 82.74%
    • Other Individuals - 7.97%
    • Corporations - 4.69%
    • Charitable Organizations - 4.6%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Harding Loevner Lp does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Harding Loevner Lp

    Lisa Wilkens
    Bridgewater, NJ
    Jared Tramutola
    Bridgewater, NJ
    David Loevner
    Somerville, NJ

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