Hartford Funds Management is a fund manager in Wayne with $155.58 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Hartford Investment Advisory Company, LLC
SEC CIK
IRS number
454276111
SEC advisor number
801-77209
FINRA CRD number
147746
AUM ?
$155.58 bn
(as of 29 Mar 22)
Accounts
74
(as of 29 Mar 22)
Employees
366
(32 investment advisory or research)
Address
Hartford Funds Management
690 LEE ROAD
WAYNE
PA 19087
690 LEE ROAD
WAYNE
PA 19087
Office hours
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Phone
610-386-7374
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Davey, James, Edward | Senior Managing Director, President and Chairman of the Board | 12/2012 | < 5% |
Meyer, Vernon, Joseph | Managing Director, Chief Investment Officer | 12/2012 | < 5% |
Melcher, Joseph, Gary | Executive Vice President and Chief Compliance Officer | 09/2012 | < 5% |
Hartford Funds Management Group, Inc. | Sole Member | 11/2012 | > 75% |
Hartford Holdings, Inc. | Owner | 05/2018 | > 75% |
the Hartford Financial Services Group, Inc. | Owner | 08/2002 | > 75% |
Frost, Gregory, A. | Managing Director and Chief Financial Officer | 12/2012 | < 5% |
Garger, Walter, Francis | Managing Director and General Counsel | 05/2013 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Hartford Funds | $155.58 bn | |
Hartford Schroders Cayman Commodity Strategy Fund, LTD. | $1.52 mm | Other Private Fund |
the Hartford Cayman Global Real Asset Fund, LTD. | $21.90 mm | Other Private Fund |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
4
Hartford Schroders Private Opportunities Fund
1 Dec 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
3
Hartford Schroders Private Opportunities Fund
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
1 Dec 23 | Hartford Funds Management | Hartford Schroders Private Opportunities Fund - SDR Shares | Buy | Acquire P | No | No | 10.094 | 396,275 | 4.00 mm | 996,275 |