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 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.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$1.1B in ETFs
14%
$162M
66%
$969M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| HARTFORD TOTAL RETURN BOND ETF (HTRB) | Active | Intermediate Core Plus Bond | $455M | 14,201,639 | 40.25% |
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
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