Hartford Funds
Firm details
- Headquarters
- Wayne, Pennsylvania
- CRD number
- 130373
- Registered since
- August 18, 2004
- Website
- www.hartfordfunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
Hartford Funds operates as a limited liability company registered with the SEC since 2004 and is classified in FINTRX as an institutional registered investment adviser that acts as a capital allocator. Its client base is institutional and it charges fees as a percentage of assets under management. The firm’s advisory remit includes portfolio management for investment companies and the selection of other advisers, and its reported business activities identify it as a commodity pool operator or commodity trading adviser (CPO/CTA). Ownership is described as a domestic entity with individual ownership.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Vernon Meyer
Managing Director, Chief Investment OfficerCRD 2416119

Gregory Frost
CFOCRD 2864924

Amy Furlong
Chief Financial OfficerCRD 4835814
Contacts
1 of 1
Walter Garger
General CounselCRD 4753411
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wayne, PA
Delaware
Location
Wayne, PA
Headquartered in Wayne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 690 Lee Rd
- Time zone
- ET (UTC-5)
- Office locations
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