DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Harding Loevner LP
Latest filing Mar 27, 2026
First filing on the tape Mar 30, 2012 · 27 filings
SEC status approved since Apr 16, 1990
RAUM
$32B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
9.6%
$3.1B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
104
36 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$32B as of Mar 27, 2026
Mar 30, 2012$15B then
HNW client RAUM$2.9B as of Mar 27, 2026
Mar 27, 2018$3.2B then
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Apr 1, 20133 then
Employees (5.A)104 as of Mar 27, 2026
Apr 1, 201373 then
Private funds1 as of Mar 25, 2015
Mar 30, 20121 then
RAUM -7.0% over the last fiscal year-12% a year over threeIARs 3 to 0
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $886,370derivedHNW RAUM over HNW clients
- Average account
- $8.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 42%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -7.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- -100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -3.0%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$14B43%
- State and municipal entities$6.1B19%
- Pension and profit-sharing plans$5.7B18%
- High-net-worth individuals$2.9B9.1%
- Pooled investment vehicles$1.4B4.3%
- Insurance companies$909M2.8%
- Charitable organizations$812M2.5%
- Other investment advisers$194M0.6%
- Individuals$156M0.5%
- Corporations and businesses$139M0.4%
- Sovereign wealth funds$71.2M0.2%
- Individual clients
- 290reported
- HNW clients
- 3,290reported
- Pension plan clients
- 37reported
- Charitable clients
- 159reported
- Accounts
- 3,876reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $2.9B managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.1 fund_share=0.48 institutional_share=0.42 related_bd=true related_bank=true bd_reps=12.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
- Kelley A Mack to Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 4, 2014 · Other
Joined, latest
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Raritan Analyst Insight Fund, LPno longer reported | Hedge Fund | $5.9M | 7 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Jeffrey Aaron Bellish · Chief Executive Officer And Limited Partnercontrolsince 09/2012 · owns less than 5%
- Simon Hallett · Vice Chairman, Treasurer, And Limited Partnercontrolsince 06/1992 · owns less than 5%
- Maura Karatz · Vice President, Chief Administrative Officer, And Limited Partnercontrolsince 01/2022 · owns less than 5%
- Richard David Loevner · Chairman And Limited Partnercontrolsince 04/1990 · owns 10% to 25%
- D Ferrill Roll · Vice President, Chief Investment Officer, Portfolio Manager, And Limited Partnercontrolsince 02/1996 · owns less than 5%
- Yoko Sakai · Vice President, Director Of Research, Analyst, Limited Partnercontrolsince 07/2023 · owns less than 5%
- David Brian Simon · Vice President, General Counsel, Chief Compliance Officer And Limited Partnersince 07/2014 · owns less than 5%
- Ann Lisa Togneri · Vice President, Chief Financial Officer, And Limited Partnersince 07/2021 · owns less than 5%
- Richard Jared Tramutola · Vice President, Chief Operating Officer And Limited Partnersince 01/2023 · owns less than 5%
Entity owners
- Hl Feeder L.P. · Owner And Limited Partnerdirect · owns 10% to 25%
- Titan Nj Gp Holdings, Inc. · Owner And General Partnerdirect · owns less than 5%
- Titan Nj LP Holdings, LLC · Owner And Limited Partnerdirect · owns 50% to 75%
- Affiliated Managers Group, Inc. · Ownerindirect · owns 75% or more of Titan Nj LP Holdings, LLC · public reporting company
Related persons
Schedule D 7.A
- Amg Funds LLCinvestment adviserbankpooled vehicle sponsornRAUM $18B
- Harding Loevner (Uk) Limitedinvestment advisery
- See Schedule D - Miscellaneousbroker-dealerinvestment adviserpooled vehicle sponsorn
Advisers that list Harding Loevner LP as a related person
- 153456 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 4,069 to 3,876Jan 5, 2026 to Mar 27, 2026
- Advisory employees · 40 to 36Jan 5, 2026 to Mar 27, 2026
- BD registered reps · 15 to 12Jan 5, 2026 to Mar 27, 2026
- Charity clients · 189 to 159Jan 5, 2026 to Mar 27, 2026
- Corporate clients · 78 to 54Jan 5, 2026 to Mar 27, 2026
- HNW clients · 3,364 to 3,290Jan 5, 2026 to Mar 27, 2026
- Individual clients · 327 to 290Jan 5, 2026 to Mar 27, 2026
- Pension plan clients · 52 to 37Jan 5, 2026 to Mar 27, 2026
- Pooled vehicle clients · 20 to 15Jan 5, 2026 to Mar 27, 2026
- Employees · 119 to 104Jan 5, 2026 to Mar 27, 2026
- State-registered IARs · 3 to 0Jan 5, 2026 to Mar 27, 2026
- Discretionary RAUM · $34B to $32BJan 5, 2026 to Mar 27, 2026
- HNW RAUM · $2.6B to $2.9BJan 5, 2026 to Mar 27, 2026
- Individual RAUM · $147M to $156MJan 5, 2026 to Mar 27, 2026
- Non-discretionary RAUM · $185M to $194MJan 5, 2026 to Mar 27, 2026
- Pension RAUM · $5.0B to $5.7BJan 5, 2026 to Mar 27, 2026
- Pooled vehicle RAUM · $3.4B to $1.4BJan 5, 2026 to Mar 27, 2026
- RAUM · $34B to $32BJan 5, 2026 to Mar 27, 2026
- Wrap assets (manager) · $2.6B to $2.9BJan 5, 2026 to Mar 27, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jul 9, 2025
- Accounts · 4,631 to 4,069Mar 27, 2024 to Mar 28, 2025
- Advisory employees · 41 to 40Mar 27, 2024 to Mar 28, 2025
- BD registered reps · 12 to 15Mar 27, 2024 to Mar 28, 2025
- Charity clients · 213 to 189Mar 27, 2024 to Mar 28, 2025
- Corporate clients · 97 to 78Mar 27, 2024 to Mar 28, 2025
- HNW clients · 3,830 to 3,364Mar 27, 2024 to Mar 28, 2025
- Individual clients · 369 to 327Mar 27, 2024 to Mar 28, 2025
- Pension plan clients · 60 to 52Mar 27, 2024 to Mar 28, 2025
- Pooled vehicle clients · 19 to 20Mar 27, 2024 to Mar 28, 2025
- Employees · 126 to 119Mar 27, 2024 to Mar 28, 2025
- Discretionary RAUM · $44B to $34BMar 27, 2024 to Mar 28, 2025
- HNW RAUM · $3.0B to $2.6BMar 27, 2024 to Mar 28, 2025
- Individual RAUM · $180M to $147MMar 27, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $198M to $185MMar 27, 2024 to Mar 28, 2025
- Pension RAUM · $4.9B to $5.0BMar 27, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $2.6B to $3.4BMar 27, 2024 to Mar 28, 2025
- RAUM · $44B to $34BMar 27, 2024 to Mar 28, 2025
- Wrap assets (manager) · $2.9B to $2.6BMar 27, 2024 to Mar 28, 2025
- Accounts · 4,701 to 4,631Oct 13, 2023 to Mar 27, 2024
- Advisory employees · 39 to 41Oct 13, 2023 to Mar 27, 2024
Signals
5 dated events
- T Richard Reiter (President And Limited Partner) no longer on Schedule A of Harding Loevner Lp (listed 2023-03-24, absent 2023-10-13)Oct 13, 2023 · Control person left · inference
- Yoko Sakai (Vice President, Director Of Research, Analyst, Limited Partner) appeared on Schedule A of Harding Loevner LpOct 13, 2023 · Control person joined · fact
- Harding Loevner Lp reported RAUM $47.7B, down 37% from $75.3B (2023-01-06 to 2023-03-24)Mar 24, 2023 · RAUM change · derived
- Maura Karatz (Vice President, Chief Administrative Officer, And Limited Partner) appeared on Schedule A of Harding Loevner LpMar 22, 2022 · Control person joined · fact
- Harding Loevner Lp reported RAUM $64.5B, up 28% from $50.4B (2019-03-26 to 2020-03-17)Mar 17, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/HARDING-LOEVNER-LPreportedpublic record, Form ADV, Sep 17, 2026
- Website
- HARDINGLOEVNER.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 908-218-7900reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026