Hartford Funds
Firm details
- Headquarters
- Wayne, Pennsylvania
- CRD number
- 147746
- Registered since
- October 19, 2012
- Website
- www.hartfordfunds.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies98.76%
- State / Municipal Government1.23%
- Pooled Investment Vehicles0.01%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Hartford Funds operates as an institutional registered investment adviser structured as a limited liability company. It serves primarily institutional clients and functions as a capital allocator and portfolio manager across pooled vehicles and investment companies. The firm is active in selecting sub‑advisers and performs CPO/CTA activities. Fee arrangements include percentage of AUM along with other fee constructs. Hartford Funds identifies as an active ESG investor and maintains affiliations that include broker‑dealer, insurance company, sponsor/GP roles for pooled vehicles, and other investment adviser relationships.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds96%
- Private Funds4%
Owners & executives
3 of 5
Gregory Frost
CFOCRD 2864924
Joseph Melcher
Chief Compliance OfficerCRD 3152206
Amy Furlong
Chief Financial OfficerCRD 4835814
Contacts
3 of 49
Thomas Grasso
Internal Advisor ConsultantCRD 3084512
Jake Maclean
Compliance AnalystCRD 6185707
Colman Flanagan
ConsultantCRD 6400335
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$1.1B in ETFs
24%
$252M
71%
$817M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| HARTFORD TOTAL RETURN BOND ETF (HTRB) | Active | Intermediate Core Plus Bond | $463M | 13,716,346 | 43.25% |
Location
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
Harvest Fund Advisors LLC
RIAWayne, PA
Retirement And Wealth At Alliant, LLC
RIAWayne, PA
Conestoga Capital Advisors, LLC
RIAWayne, PA
Argosy Capital
RIAWayne, PA
Kathmere Capital Management, LLC
RIAWayne, PA
Renovus Associates, LLC
RIAWayne, PA