NEW HAVEN, CTCRD 105162Latest ADV February 13, 2026
Ladd Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Haven, CT. Its latest Form ADV filing, dated February 13, 2026, reports $177M in regulatory assets under management, 0 employees, 1 office, and 164 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.8% of total clients.
Top client categories% of clientsClients
1
HNWI
52.8%
38
2
Individuals
43.1%
31
3
Charitable
4.2%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$177Mas of February 13, 2026
Discretionary54.8%
$97M
55% of total RAUM54.8%
Non-discretionary45.2%
$80M
45% of total RAUM45.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$177M
Total Accounts164
10Y AUM Change+$67M (+60.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees—
Clients per Employee—
10Y Employee Change-3 (-100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.