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 is organized as a limited liability company and has been SEC-registered since 2004. The firm positions itself as an institutional capital allocator and adviser that provides portfolio management for investment companies and selects other advisers on behalf of its clients. Its business footprint includes activity as a commodity pool operator/commodity trading advisor (CPO/CTA). Clients are charged on a percentage-of-assets-under-management basis. The firm is identified as owned by domestic entities and individuals and is not described 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 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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