Harding Loevner LP is a large advisory firm based in Bridgewater. It manages $50.38 billion of regulatory assets for 6,132 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Harding Loevner provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Harding Loevner: assets under management
The assets under management (AUM) of Harding Loevner LP is $50.38 billion. The firm's AUM has grown by 1407% since the beginning of its operation, and $13.84 billion of the total AUM is attributable to clients outside of the United States.
The firm manages $50.19 billion in discretionary accounts and $197.42 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.19 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $197.42 million.
Investments
The firm invests in exchange traded securities the most. They account for 100% of the total AUM.
