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AETNA GROUP

Business and Investment Profile

The AETNA GROUP is a publicly held investment adviser that advises $850.24mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. AETNA GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 18.05% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 20.73 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 151 FARMINGTON AVENUE RTAA, HARTFORD, CONNECTICUT. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 26 employees comprised of 23 investment and 3 non-investment staff. The total number of Employees increased by 4% over the last 5-years.

Asset Profile

Their $850.24mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 1 other account. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $698.8mn or 82.19% of Total Assets and Pension and Profit Sharing Plans-Private own $151.44mn or 17.81% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Fund of Funds, representing nan% of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Pension and Profit Sharing Plans-Private.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

AETNA GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.

Full profile: AETNA GROUP

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Keywords: Aetna Group, Aetna Asset Advisors, Aetna
Generated 2026-09-12T06:49:43.9359916.  © 2026 Convergence.