SourcingSourcing

HARDING LOEVNER LP

C46
CRD 104543·SEC 801-36845·BRIDGEWATER, NJ
AUM
$32.06B
$1B+
Est. Revenue
$320.6M
@ 1% on AUM
Est. EBITDA
$96.2M
@ 30% margin
Est. Deal Value
$769.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HARDING LOEVNER LP
CRD
104543
SEC file #
801-36845
EIN
205972245
DBA names
—

Economics

AUM
$32.06B
AUM band
$1B+
AUM trajectory
'20'26
$50.38B → $32.06B▼ -36%
Client mix
Individuals High Net Worth3,290
Individuals Other290
Charitable Organizations159
Corporations54
Pension Profit Sharing Plans37

Operations

Employees (total)
104
Advisory staff (per ADV)
36
Advisory staff (5-yr trend)
'20'26
38 advisors → 36 advisors▼ -5%
Primary office
BRIDGEWATER NJ
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
x.com/hardingloevner

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TITAN NJ LP HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
13
Control Persons
TITAN NJ LP HOLDINGS, LLC
HL FEEDER L.P.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:x.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
34
Form 5500 Total Participants
273
Form 5500 Total Compensation
8,235,109
Form 5500 Compensation Trajectory 3y
20258,093,427
2026141,682
20240
Form 5500 Plan Count Trajectory 3y
202528
20264
20242
Schedule C Total Compensation
8,235,109
Schedule C Service Provider Rows
34

SEC EDGAR

Edgar Cik
0001801770
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2020-02-13
Edgar Last Filing Date
2020-08-17
Edgar 13f Count
3
Edgar 13f Latest AUM Estimate
Filing Date2020-08-17
Accession0001801770-20-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street4
E*trade4
Charles Schwab3
Goldman Sachs2
Northern Trust2
Edgar Addresses
Mailing
200 FIFTH AVENUE7TH FLRWALTHAM, MA 02451
Business
200 FIFTH AVENUE7TH FLRWALTHAM, MA 02451
Edgar EIN
205972245
Edgar Recent Filings
13F-HR2020-08-17 · 0001801770-20-000003
13F-HR2020-05-12 · 0001801770-20-000002
Fee Schedule
Bracket I98
Bracket Xi2
Bracket Ii0
Bracket Iii0
Bracket Iv0
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (10)

10
BELLISH, AARON, JEFFREY
Executive Officer · 2.5%
5400918
HALLETT, SIMON
Executive Officer · 2.5%
2152996
KARATZ, MAURA
Executive Officer · 2.5%
7517498
ROLL, FERRILL, D
Executive Officer · 2.5%
1423061
SAKAI, YOKO
Executive Officer · 2.5%
1974231
VARS, RAYMOND, THEODORE
Executive Officer · 2.5%
2687030
Price, Lisa
Executive Officer · 2.5%
7789826
SIMOLDONI, ROBERT, NICHOLAS
Executive Officer · 2.5%
5743613
TOGNERI, LISA, ANN
Executive Officer · 2.5%
4995788
TRAMUTOLA, JARED, RICHARD
Executive Officer · 2.5%
6090086