SourcingSourcing

LADD CAPITAL MANAGEMENT LLC

C46
CRD 105162·SEC 801-11098·NEW HAVEN, CT
AUM
$176.6M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$530K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LADD CAPITAL MANAGEMENT LLC
CRD
105162
SEC file #
801-11098
EIN
—
DBA names
—

Economics

AUM
$176.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$106.5M → $176.6M▲ +66%
Client mix
Individuals High Net Worth38
Individuals Other31
Charitable Organizations3

Operations

Employees (total)
0
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
'20'25
3 advisors → 2 advisors▼ -33%
Primary office
NEW HAVEN CT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwabmedium confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
02/13/2026
ADV-W filed at
—
Website
laddcap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LOVEJOY, EDWARD, WINCHESTER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
LOVEJOY, EDWARD, WINCHESTER
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LADDCAP.COM
Rdap Domain Creation Date
1998-10-08T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Window
Charles Schwab3
Full
Charles Schwab9
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-10-07T04:00:00Z
Rdap Domain Last Changed
2024-08-09T06:38:44Z
Rdap Nameservers
Ns10.wixdns.netNs11.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4340057
Trust Company Affiliate
No

People (2)

2
LOVEJOY, EDWARD, WINCHESTER
IAR · Direct Owner · 87.5%
4340057
DAVID E. NORRIS
IAR
4150520