LADD CAPITAL MANAGEMENT LLC

Overview

Ladd Capital Management LLC is a small, long-established registered adviser that focuses on portfolio management for individuals and small businesses. The firm runs a concentrated, equity-first allocation approach: exchange-traded equities and ETFs are the dominant building blocks of client portfolios, supported where needed by mutual funds and corporate debt to fill income or credit exposures. Fee clients are charged on a percentage-of-AUM basis. The adviser serves both individual and family clients as well as some institutional relationships and does not advertise an ESG investing focus. Investment activity centers on separately managed account (SMA) strategies with a clear tilt toward liquid, publicly traded securities. The firm’s profile shows active use of third-party alternative managers in real assets—real estate, commodities and oil & gas—alongside more conventional wrappers such as annuities and mutual funds to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices