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HARTFORD FUNDS
Legal name: HARTFORD FUNDS MANAGEMENT COMPANY, LLC
CRD 147746File 801-77209
APPROVED
Filing as of Jun 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$152.07B
Top 10% of cohort (national)
Discretionary AUM
$150.20B
Non-discretionary $1.87B
Clients
75
91 accounts
Employees
368
Top 10% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 19, 2012
- Principal office
- 690 LEE ROAD, WAYNE, PA, 19087
- Phone
- 610-386-1801
- Website
- HTTPS://HARTFORDFUNDS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $152.07B
- Discretionary AUM
- $150.20B
- Non-discretionary AUM
- $1.87B
- Discretionary accounts
- 88
- Non-discretionary accounts
- 3
- Total accounts
- 91
- AUM per client
- $2.03B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 73 | $150.18B |
| Pooled investment vehicles | 2 | $21.3M |
| State or municipal government entities | Fewer than 5 | $1.87B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
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 | 76 | 75 | decreased by1 |
| Apr 1, 2026 | AUM | $137,847,211,395 | $152,069,322,810 | increased by$14,222,111,415 |
| Apr 1, 2026 | Accounts | 94 | 91 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 366 | 387 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 73 | 76 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $155,581,326,099 | $137,847,211,395 | decreased by$17,734,114,704 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 74 | 94 | increased by20 |
| Apr 1, 2022 | Employees | 371 | 366 | decreased by5 |
| Apr 1, 2022 | Clients | 69 | 73 | increased by4 |
| Apr 1, 2022 | AUM | $137,096,491,845 | $155,581,326,099 | increased by$18,484,834,254 |
| Apr 1, 2022 | Accounts | 72 | 74 | increased by2 |
| 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.