Ladd Capital Management LLC

Overview

Ladd Capital Management LLC is an SEC registered investment adviser based in New Haven, CT, registered since 1975. It reports $177M in assets under management across 164 accounts. It has 2 investment adviser representatives.

Reported AUM

$177M

Discretionary

55%

Accounts

164

Average account

$1.1M

Advisory reps

2

Registered since

1975

Jurisdictions

3

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• Edward Winchester Lovejoy Partner CRD 4340057

Advisory reps 2 of 2

• Edward Winchester Lovejoy Investment Adviser Rep CRD 4340057
• David E Norris Investment Adviser Rep CRD 4150520

Location

Headquarters

110 Whitney Ave
New Haven, CT 06510

County

South Central Ct

Metro area

New Haven-Milford, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: laddcap.com

Every state, with registration dates

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