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HARTFORD FUNDS
Legal name: LATTICE STRATEGIES LLC
CRD 130373File 801-63451
APPROVED
Filing as of Jun 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.15B
Top 25% of cohort (national)
Discretionary AUM
$2.15B
Clients
7
7 accounts
Employees
368
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 18, 2004
- Principal office
- 690 LEE ROAD, WAYNE, PA, 19087
- Phone
- 610-386-1801
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.15B
- Discretionary AUM
- $2.15B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7
- Non-discretionary accounts
- 0
- Total accounts
- 7
- AUM per client
- $307.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 7 | $2.15B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 387 | 368 | decreased by19 |
| Apr 1, 2026 | Clients | 9 | 7 | decreased by2 |
| Apr 1, 2026 | AUM | $1,813,675,171 | $2,153,460,678 | increased by$339,785,507 |
| Apr 1, 2026 | Accounts | 9 | 7 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 366 | 387 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6 | 9 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,396,449,336 | $1,813,675,171 | decreased by$582,774,165 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6 | 9 | increased by3 |
| Apr 1, 2022 | Employees | 371 | 366 | decreased by5 |
| Apr 1, 2022 | Clients | 7 | 6 | decreased by1 |
| Apr 1, 2022 | AUM | $2,374,367,025 | $2,396,449,336 | increased by$22,082,311 |
| Apr 1, 2022 | Accounts | 7 | 6 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HARTFORD FUNDS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HARTFORD FUNDS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.