Ladd Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$169,309,626
Clients
69
Advisors
1
of 1 employees
About
Ladd Capital Management, LLC provides fee‑only investment management to a mix of clients that includes individuals, banks, investment companies, pension and profit‑sharing plans, trusts, estates and charitable organizations. As of 12/31/2025 the firm reports managing roughly $176.6 million for about 73 client relationships, with assets managed on both discretionary and non‑discretionary bases.
The firm tailors asset mixes to client objectives, risk tolerance, income needs and time horizon and uses a range of security analysis methods, including fundamental, technical, charting and cyclical analysis, supported by third‑party research sources. Its stated investment practices avoid leveraged or inverse ETFs and emphasize conventional instruments such as equities, fixed income and mutual funds/ETFs.
Founded in 1974, the firm is longer established than many peers and is not a solo practitioner despite its relatively small client base, with multiple investment professionals involved in account reviews and compliance oversight. It is strictly fee‑only, does not accept commissions or soft‑dollar products, and includes charitable organizations among its client types — a practice that is relatively uncommon for firms in its peer group.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000, negotiable Fee-only: Fee-only investment management, no commissions accepted
Main office
110 Whitney Avenue
New Haven CT 06510
Advisors at this office
1
Most active in
Connecticut · Florida · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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