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 serving institutional clients with a concentrated, manager-centric approach to portfolio allocation. The firm is registered with the SEC (since 2004) and positions itself as a capital allocator: it directly manages investment vehicles while also selecting and overseeing third‑party advisers. Its advisory activities include portfolio management for investment companies and the selection of other advisers, indicating a multi‑manager or sub‑adviser governance role alongside direct portfolio management. Hartford Funds carries out commodity pool operator (CPO) and commodity trading adviser (CTA) activities. That regulatory footprint suggests the firm uses derivatives and futures-based strategies as part of its toolkit and is structured to sponsor or manage pooled investment vehicles. The firm charges fees as a percentage of assets under management and serves a small number of large institutional clients rather than a broad retail base. Hartford Funds is not identified as an active ESG investor.
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 5VERNON MEYER
Managing Director, Chief Investment OfficerCRD 2416119
GREGORY FROST
CFOCRD 2864924
AMY FURLONG
Chief Financial OfficerCRD 4835814
Contacts
1 of 1WALTER 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
Similar firms
RENOVUS ASSOCIATES, LLC
RIAWAYNE, PA
INVERNESS GRAHAM INVESTMENTS, INC.
RIAWAYNE, PA
ALDEN CAPITAL
RIAWAYNE, PA
KATHMERE CAPITAL MANAGEMENT, LLC
RIAWAYNE, PA
ARGOSY CAPITAL
RIAWAYNE, PA
GUARDIAN CAPITAL PARTNERS
RIAWAYNE, PA