Hartford Funds

RIASEC Registered

Total AUM

$152B

Discretionary

$150B

99% of AUM

Avg account

$1.7B

Accounts

Employees

368

Advisory reps

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

FINTRX

Overview

Hartford Funds operates as a limited liability company registered with the SEC in 2012 and functions as an institutional registered investment adviser and capital allocator serving institutional clients. Its advisory remit includes portfolio management for investment companies and pooled investment vehicles, plus the selection of sub‑advisers. The firm also engages in commodity pool operator/commodity trading adviser (CPO/CTA) activities and reports being an active ESG investor. Fee arrangements include percentage‑of‑AUM billing alongside other fee structures, and the firm maintains connections across broker‑dealer, insurance, sponsor/GP and pension consultant channels.