Data / Investment advisers / New Jersey / Harding Loevner LP
Harding Loevner LP, Bridgewater, NJ: $32.1 billion AUM, SEC registered investment adviser
Harding Loevner LP is an SEC registered investment adviser with its main office in Bridgewater, New Jersey and reports $32.1 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include investment companies, state and municipal governments and pension and profit sharing plans. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 104543
- SEC file number
- 801-36845
- SEC status
- Approved, effective April 16, 1990
- Main office
- 400 Crossing Blvd Fourth Floor, Bridgewater, NJ 08807
- Phone
- (908) 218-7900
- Regulatory AUM
- $32,057,812,823 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $31,863,791,658
- Non discretionary AUM
- $194,021,165
- Accounts
- 3,876
- Employees
- 104, of which 36 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 8 | $13.70 billion |
| State or municipal government entities | 17 | $6.12 billion |
| Pension and profit sharing plans | 37 | $5.67 billion |
| High net worth individuals | 3,290 | $2.92 billion |
| Pooled investment vehicles | 15 | $1.36 billion |
| Insurance companies | 3 | $908.8 million |
| Charitable organizations | 159 | $811.9 million |
| Other investment advisers | 2 | $194 million |
| Individuals (other than high net worth individuals) | 290 | $155.8 million |
| Corporations or other businesses | 54 | $139.1 million |
| Sovereign wealth funds and foreign official institutions | 1 | $71.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $32.06 billion | March 27, 2026 |
| December 1, 2025 | $34.46 billion | July 9, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Private Advisor Group, LLC | Morristown | $57.70 billion | Not listed | adviserinfo.sec.gov |
| Concord Advisory Group LTD | Princeton | $46.19 billion | Not listed | adviserinfo.sec.gov |
| Franklin Mutual Advisers, LLC | Short Hills | $42.59 billion | Not listed | adviserinfo.sec.gov |
| Ecp | Summit | $33.39 billion | 53 | adviserinfo.sec.gov |
| Adp Strategic Plan Services, LLC | Roseland | $32.40 billion | Not listed | adviserinfo.sec.gov |
| Onex Credit Partners, LLC | Englewood Cliffs | $30.14 billion | 68 | adviserinfo.sec.gov |
| Jacobs Levy Equity Management | Florham Park | $28.01 billion | 4 | adviserinfo.sec.gov |
| Summit Financial, LLC | Parsippany | $26.35 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving state and municipal governments
- Harding Loevner LP on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.