|
⚲
|
| Ladd Capital Management LLC
✚
| |
|---|---|
| CRD # | 105162 |
| SEC # | 801-11098 |
| CIK # | |
| AUM | $146.7 MM (2024-02-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 203-562-6624 |
| Address | 110 Whitney Ave New Haven, CT 06510 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 14.7 |
| (b) Individuals (high net worth individuals) | 37 | 123.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 8.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 162 | 146.7 |
| By Discretionary | ||
| Discretionary | 100 | 80.9 |
| Non-Discretionary | 62 | 65.8 |
| Total | 162 | 146.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.7 | |
| Total | 162 | 146.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Yardley Wealth Management LLC
✚
|
PA | 0.1 |
|
Seed Wealth Management Inc
✚
|
IL | 0.1 |
|
Finaport Asset Management AG
✚
|
0.1 | |
|
MH & Associates Securities Management Corp
✚
|
CA | 0.1 |
|
Ocean Park Asset Management Inc
✚
|
CA | 0.1 |
|
Bledsoe Asset Management LLC
✚
|
AZ | 0.1 |
|
Miller Wealth Advisors LLC
✚
|
CO | 0.1 |
|
FIG Financial Advisory Services Inc
✚
|
OK | 0.1 |
|
Quint Capital Corporation
✚
|
NY | 0.1 |
|
Bluestone Financial Advisors LLC
✚
|
MD | 0.1 |