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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 Aug 17, 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

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 typeClientsAUM
Investment companies73$150.18B
Pooled investment vehicles2$21.3M
State or municipal government entitiesFewer than 5$1.87B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.