LADD CAPITAL MANAGEMENT LLC

Adviser information for LADD CAPITAL MANAGEMENT LLC last updated from Form ADV on February 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Connecticut, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	100	$80.9M
Non-Discretionary	62	$65.8M
Total	162	$146.7M

Clients

Type	Number	RAUM
Individuals	34	$14.7M
HNW Individuals	37	$123.8M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$8.2M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-11098
SEC ERA File Number	801-11098
SEC CIK Numbers	None
SEC CRD Numbers	105162
Legal Entity Identifier	None

Principal Office

110 WHITNEY AVE
NEW HAVEN
CT
United States

Monday - Friday, 8:30 AM T0 4:30PM

Tel: 203-562-6624, Fax: 203-562-6652

Websites

www.laddcap.com

Chief Compliance Officer

EDWARD W. LOVEJOY

MANAGING MEMBER, CCO

110 WHITNEY AVENUE

NEW HAVEN

United States

Tel: 203-562-6624

Fax: 203-562-6652

E*******@**********M

(Full email address available in API data)

Regulatory Contact

KIM STAPLETON

OFFICE MANAGER