Overview
Assets Under Management: $162 million
Headquarters: NEW HAVEN, CT
High-Net-Worth Clients: 37
Average Client Assets: $4 million
Frequently Asked Questions
LADD CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105162), LADD CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
LADD CAPITAL MANAGEMENT LLC is headquartered in NEW HAVEN, CT.
LADD CAPITAL MANAGEMENT LLC serves 37 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, LADD CAPITAL MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
LADD CAPITAL MANAGEMENT LLC manages $162 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, LADD CAPITAL MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.76
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 160
Discretionary Accounts: 101
Non-Discretionary Accounts: 59
Regulatory Filings
CRD Number: 105162
Last Filing Date: 2025-02-25 00:00:00
Website: https://laddcap.com