Hartford Funds is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayne, PA. Its latest Form ADV filing, dated March 19, 2026, reports $152.1B in regulatory assets under management, 368 employees, and 91 accounts.
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 19, 2026
Client Coverage Demographics
Top client segmentInvestment Cos. represent 97.3% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
97.3%
73
2
Pooled Investment Vehicles
2.7%
2
Categories with <5 clients
SEED MONEY<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$152.1Bas of March 19, 2026
Discretionary98.8%
$150.2B
99% of total RAUM98.8%
Non-discretionary1.2%
$1.9B
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$152.1B
Total Accounts91
10Y AUM Change+$54.7B (+56.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees368
Clients per Employee0:1
10Y Employee Change+21 (+6.1%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.