L
$176.6M Total AUM
$96.8M Disc. AUM
14.7% 3Y CAGR
0 Employees
144 ADV. Clients
50 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-23-1975
- Office Locations
- 2
Office Locations
110 Whitney Avenue NEW Haven CT
784 Camino Lake Circle Boca Raton FL
About Ladd Capital Management LLC
Ladd Capital Management is an SEC-registered RIA founded in 1975, providing conservative, lower-risk portfolio management for corporate, endowment, and individual clients. The firm emphasizes ongoing communication with clients and their broader advisory teams. Public filings indicate an ETF-heavy implementation alongside high-quality fixed income, with custody at Charles Schwab. Managing Partner: Edward W. Lovejoy.
Team overview
79 AVG AGE
-- AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
23 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
50yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
E
EDWARD WINCHESTER LOVEJOY
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4340057
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
DAVID E. NORRIS
Analyst
- CRD
- #4150520
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,846,957 | $896,731 |
| Non-Discretionary | $79,737,843 | $1,423,890 |
| Total | $176,584,800 | $1,076,737 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing