LADD CAPITAL MANAGEMENT LLC
New Haven, Connecticut
Ladd Capital Management LLC, a small investment advisory firm based out of New Haven, CT, is dedicated to providing personalized financial solutions to its diverse client base. With over 20 individual clients and more than $116,934,000 in assets under management, the firm has established a reputation for delivering exceptional service and achieving financial goals. With two offices, Ladd Capital Management LLC offers convenient access to its services for clients in the New Haven area. While the firm manages a range of accounts, including 401K and individual accounts, these represent less than 30% of their assets under management....
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Assets Under Mgmt

$116.93M

Investment Professionals

3

Locations

1

% 401K & Individual

6%

% Discretionary

58%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
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