Hartford Investment Management Company

RIASEC Registered
Total AUM
$124B
Discretionary
$118B
95% of AUM
Avg account
$661M
Accounts
187
Employees
322
Advisory reps
10

Firm details

Headquarters
Hartford, Connecticut
CRD number
106699
Registered since
December 31, 1996
Custodians
J.P. MORGAN SECURITIES INC., CITI PRIVATE BANK
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • Insurance Companies72.25%
  • Pooled Investment Vehicles16.8%
  • Other Investment Advisers4.87%
  • Pension & Profit Sharing Plans3.13%
  • Banking / Thrift Institutions2.4%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Hartford Investment Management Company is an institutional registered investment adviser focused on managing assets for institutional clients and pension plans. The firm is SEC-registered (registered in 1996) and operates as a capital allocator that provides portfolio management for investment companies, pooled vehicles and institutional balance sheets, along with pension consulting and adviser-selection services. Business activities include serving in CPO/CTA roles and acting as sponsor or GP for pooled vehicles. Fee arrangements include percentage-of-AUM fees, fixed fees and other structures. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 56%, Other 17%, State & Local Bonds 8%, US Government Bonds 7%, Private Funds 5%, Non-Investment Grade Corp Bonds 3%, Public Funds/Mutual Funds 3%, Sovereign Bonds 1%56%
  • Investment Grade Corp Bonds56%
  • Other17%
  • State & Local Bonds8%
  • US Government Bonds7%
  • Private Funds5%

Owners & executives

FINTRX

Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hartford, CT

Hartford

Location

Hartford, CT

Headquartered in Hartford, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
Hartford
Address
1 Hartford Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth