Hardman Johnston Global Advisors
advisor31 known aliases resolved via the canonical alias map
Market position · 2024
Plans served67-4 YoYRank #299 of mapped providers
Assets under administration$44.0B0.1%Market share · rank #368
Fees received$10MMedian $69,603/planSum across Schedule C direct + indirect
Net wins YoY-47 won · 11 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Hardman Johnston Global Advisors plan look like?
Service mix · median fees per plan
Count of plans where Hardman Johnston Global Advisors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by planCode 28 | 48 | $73,906 | |
Investment management fees paid directly by planCode 51 | 9 | $51,708 | |
Investment management fees paid directly by plan; Custodial (securities); Named fiduciaryCode 19 | 3 | $72,528 | |
Investment advisory (plan); Direct payment from the planCode 27 | 3 | $11,261 | |
Investment management fees paid directly by plan; Accounting (including auditing); Investment management fees paid indirectly by planCode 10 | 1 | $37,116 | |
Plan AdministratorCode 14 | 1 | $33,757 | |
Investment management; Custodial (other than securities)Code 18 | 1 | $330,169 | |
Employee (plan)Code 30 | 1 | $218,493 |
Competitor overlap
Percent of Hardman Johnston Global Advisors's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Hardman Johnston Global Advisors.
| Sponsor | From | Assets |
|---|---|---|
TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUSTNY · 136580055-001 | Inter-Continental Real Estate Corp | $209M |
OPERATIVE PLASTERERS & CEMENT MASONS OFF & EMP PENSION FUND TRSTEMD · 526135348-002 | JOHNSTON ASSET MANAGEMENT | $109M |
SHEET METAL WORKERS LOCAL UNION NO. 32 PENSION TRUST FUNDFL · 596152610-001 | JOHNSTON ASSET MANAGEMENT | $59M |
TRUSTEES OF PLASTERERS' LOCAL 8 PENSION FUNDPA · 232652951-002 | INNOVATIVE SOFTWARE SOLUTIONS INC | $28M |
TRUSTEES OF THE FLORIDA UBC SUPPLEMENTAL PENSION PLANTN · 582437220-001 | Troug-Ryding Company Inc | $0 |
Plans lost in 2024
Appeared last year under Hardman Johnston Global Advisors; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOT OF THE NORTH ATLANTIC STATES CARPENTERS PENSION FUNDMA · 516040899-001 | Victory Capital | $5.0B |
INDEPENDENCE BLUE CROSS, LLCPA · 463867722-001 | U.S. Bank National Association | $705M |
AUTO CLUB INSURANCE ASSOCIATIONMI · 380477270-333 | Hewitt | $529M |
ELLIOT HEALTH SYSTEM, INC.NH · 020509911-001 | Milliman | $278M |
BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS LOCAL 60 PENSION FUNDLA · 726025640-001 | Inter-Continental Real Estate Corp | $80M |
UFCW LOCAL 1776 & PARTICIPATING EMPLOYER PENSION FUNDPA · 236461717-001 | Wells Fargo | $72M |
TRUSTEES OF THE PLUMBERS AND PIPEFITTERS LOCAL 123 PENSION FUNDFL · 596164124-001 | Truist Bank | $60M |
ASBESTOS WORKERS LOCAL 42 PENSION FUNDNJ · 516011235-001 | Zenith Administrative Services | $37M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FIL · 366130207-001 | $6.4B | 37,623 | $218,493 | 10y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUNDPA · 231613018-001 | $5.0B | 39,234 | $837,899 | 5y | - |
BOARD OF TRUSTEES, WESTERN UNITE HERE AND EMPLOYERSCA · 934160766-001 | $3.7B | 154,012 | $684,412 | 1y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUNDPA · 222406812-002 | $2.2B | 34,950 | $372,905 | 6y | - |
HARLEY-DAVIDSON MOTOR COMPANY, INCWI · 391972791-001 | $1.9B | 7,834 | $83,314 | 3y | 1 |
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-001 | $1.9B | 184,550 | $698,309 | 5y | - |
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | $1.7B | 9,501 | $619,075 | 6y | - |
TRUSTEES OF THE PIPE TRADES SERVICES MN PENSION TRUSTMN · 416131800-001 | $1.6B | 9,553 | $153,447 | 9y | - |
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUNDPA · 236235338-001 | $1.2B | 9,405 | $435,034 | 8y | - |
OPERATING ENGINEERS LOCAL NO. 825 PENSION FUNDNJ · 226033380-001 | $1.2B | 11,674 | $463,626 | 6y | - |
Flag exposure
98.5%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (31)
Raw Schedule C names collapsed into Hardman Johnston Global Advisors.
- CONGRESS WEALTH MANAGEMENT LLC
- CONGRUITY HR HOLDING COMPANY, LLC
- CONIFER FINANCIAL SERVICES LLC
- CONIFER FUND SERVICES
- CONIFER FUND SERVICES LLC
- CONIFIER FUND SERVICES
- CONKLIN J
- HARDMA JOHNSTON GLOBAL ADVISORS LLC
- HARDMAN JOHNSON GLOBAL ADV, LLC
- HARDMAN JOHNSON GLOBAL ADVISORS
- HARDMAN JOHNSON GLOBAL ADVISORS LLC
- HARDMAN JOHNSTON
- HARDMAN JOHNSTON ASSET MANAGEMENT
- HARDMAN JOHNSTON GLBAL ADVISORS LL
- HARDMAN JOHNSTON GLOBAL
- HARDMAN JOHNSTON GLOBAL ADV
- HARDMAN JOHNSTON GLOBAL ADV LLC
- HARDMAN JOHNSTON GLOBAL ADV, LLC
- HARDMAN JOHNSTON GLOBAL ADVISERS
- HARDMAN JOHNSTON GLOBAL ADVISOR
- HARDMAN JOHNSTON GLOBAL ADVISORS
- HARDMAN JOHNSTON GLOBAL ADVISORS LL
- HARDMAN JOHNSTON GLOBAL ADVISORSLLC
- HARDMAN JOHNSTON GLOBAL ADVSR, LLC
- HARDMAN JOHNSTON GLOBL ADVISORS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Hardman Johnston Global Advisors's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 1.49% | 7.76% | -6.27 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 2.99% | 1.76% | +1.23 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Hardman Johnston Global Advisors. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Hardman Johnston Global Advisors's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| O'Donoghue & O'Donoghue LLP | 9 | 13.4% |
| Susanin Widman & Brennan PC | 8 | 11.9% |
| Cleary, Josem & Trigiani LLP | 4 | 6.0% |
| Schulte Roth & Zabel LLP | 4 | 6.0% |
| Fabian & Byrn LLC | 3 | 4.5% |
| Kroll Heineman Ptasiewicz & Parsons | 3 | 4.5% |
| Mooney, Green, Baker & Saidon PC | 3 | 4.5% |
| Proskauer Rose LLP | 3 | 4.5% |
| Abato, Rubenstein & Abato, P.A. | 2 | 3.0% |
| Brian D. Sullivan | 2 | 3.0% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).