LADD CAPITAL MANAGEMENT LLC
CRD #105162 SEC #801-11098 NEW HAVEN, CT 203-562-6624
SEC Registered
Total AUM
$161.7M
Discretionary
$88.6M
Employees
2
Clients
--
Accounts
160
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $161.7M | $88.6M | $73.1M | 2 | 0 |
| Apr 2024 | $146.7M | $80.9M | $65.8M | 2 | 0 |
| Feb 2024 | $146.7M | $80.9M | $65.8M | 2 | 0 |
| Feb 2023 | $116.9M | $68.2M | $48.8M | 3 | 0 |
| Mar 2022 | $128.6M | $98M | $30.6M | 3 | 0 |
| Mar 2021 | $128.6M | $72.6M | $56M | 3 | 0 |
| Sep 2020 | $122.6M | $88.8M | $33.9M | 3 | 0 |
| Sep 2020 | $122.6M | $88.8M | $33.9M | 3 | 0 |
| Jun 2020 | $122.6M | $88.8M | $33.9M | 3 | 0 |
| Jun 2020 | $122.6M | $88.8M | $33.9M | 3 | 0 |
| Jun 2020 | $122.6M | $88.8M | $33.9M | 3 | 0 |
| Feb 2020 | $122.6M | $88.8M | $33.9M | 3 | 0 |
| Feb 2019 | $106.5M | $59.7M | $46.8M | 3 | 0 |
| Feb 2018 | $116M | $58.7M | $57.3M | 3 | 0 |
| Mar 2017 | $109.7M | $56.9M | $52.8M | 3 | 26 |
| Feb 2016 | $103.4M | $54.1M | $49.4M | 3 | 26 |
| Feb 2015 | $153M | $103M | $50M | 3 | 26 |
| Feb 2014 | $146.1M | $100M | $46M | 3 | 26 |
| Mar 2013 | $135.4M | $91.9M | $43.5M | 3 | 26 |
| Feb 2012 | $126.2M | $87.2M | $39.1M | 1 | 26 |
| Mar 2011 | $123M | $83.4M | $39.6M | 5 | -- |
| Mar 2009 | $98M | $68.5M | $29.5M | 5 | -- |
| Dec 2007 | $101.2M | $42M | $59.3M | 5 | -- |
| Mar 2007 | $101.2M | $42M | $59.3M | 5 | -- |
| Jan 2007 | $96M | $38.5M | $57.4M | 5 | -- |
| Mar 2006 | $96M | $38.5M | $57.4M | 5 | -- |
| Mar 2006 | $96M | $38.5M | $57.4M | 5 | -- |
| Mar 2006 | $90.7M | $38.5M | $52.1M | 5 | -- |
| Sep 2005 | $89.6M | $38.3M | $51.4M | 5 | -- |
| Mar 2004 | $73.3M | $28.5M | $44.8M | 5 | -- |
| Mar 2002 | $64.7M | $28M | $36.7M | 5 | -- |
DateFeb 2025
Total AUM$161.7M
Discretionary$88.6M
Non-Disc.$73.1M
Employees2
Clients0
DateApr 2024
Total AUM$146.7M
Discretionary$80.9M
Non-Disc.$65.8M
Employees2
Clients0
DateFeb 2024
Total AUM$146.7M
Discretionary$80.9M
Non-Disc.$65.8M
Employees2
Clients0
DateFeb 2023
Total AUM$116.9M
Discretionary$68.2M
Non-Disc.$48.8M
Employees3
Clients0
DateMar 2022
Total AUM$128.6M
Discretionary$98M
Non-Disc.$30.6M
Employees3
Clients0
DateMar 2021
Total AUM$128.6M
Discretionary$72.6M
Non-Disc.$56M
Employees3
Clients0
DateSep 2020
Total AUM$122.6M
Discretionary$88.8M
Non-Disc.$33.9M
Employees3
Clients0
DateSep 2020
Total AUM$122.6M
Discretionary$88.8M
Non-Disc.$33.9M
Employees3
Clients0
DateJun 2020
Total AUM$122.6M
Discretionary$88.8M
Non-Disc.$33.9M
Employees3
Clients0
DateJun 2020
Total AUM$122.6M
Discretionary$88.8M
Non-Disc.$33.9M
Employees3
Clients0
DateJun 2020
Total AUM$122.6M
Discretionary$88.8M
Non-Disc.$33.9M
Employees3
Clients0
DateFeb 2020
Total AUM$122.6M
Discretionary$88.8M
Non-Disc.$33.9M
Employees3
Clients0
DateFeb 2019
Total AUM$106.5M
Discretionary$59.7M
Non-Disc.$46.8M
Employees3
Clients0
DateFeb 2018
Total AUM$116M
Discretionary$58.7M
Non-Disc.$57.3M
Employees3
Clients0
DateMar 2017
Total AUM$109.7M
Discretionary$56.9M
Non-Disc.$52.8M
Employees3
Clients26
DateFeb 2016
Total AUM$103.4M
Discretionary$54.1M
Non-Disc.$49.4M
Employees3
Clients26
DateFeb 2015
Total AUM$153M
Discretionary$103M
Non-Disc.$50M
Employees3
Clients26
DateFeb 2014
Total AUM$146.1M
Discretionary$100M
Non-Disc.$46M
Employees3
Clients26
DateMar 2013
Total AUM$135.4M
Discretionary$91.9M
Non-Disc.$43.5M
Employees3
Clients26
DateFeb 2012
Total AUM$126.2M
Discretionary$87.2M
Non-Disc.$39.1M
Employees1
Clients26
DateMar 2011
Total AUM$123M
Discretionary$83.4M
Non-Disc.$39.6M
Employees5
Clients--
DateMar 2009
Total AUM$98M
Discretionary$68.5M
Non-Disc.$29.5M
Employees5
Clients--
DateDec 2007
Total AUM$101.2M
Discretionary$42M
Non-Disc.$59.3M
Employees5
Clients--
DateMar 2007
Total AUM$101.2M
Discretionary$42M
Non-Disc.$59.3M
Employees5
Clients--
DateJan 2007
Total AUM$96M
Discretionary$38.5M
Non-Disc.$57.4M
Employees5
Clients--
DateMar 2006
Total AUM$96M
Discretionary$38.5M
Non-Disc.$57.4M
Employees5
Clients--
DateMar 2006
Total AUM$96M
Discretionary$38.5M
Non-Disc.$57.4M
Employees5
Clients--
DateMar 2006
Total AUM$90.7M
Discretionary$38.5M
Non-Disc.$52.1M
Employees5
Clients--
DateSep 2005
Total AUM$89.6M
Discretionary$38.3M
Non-Disc.$51.4M
Employees5
Clients--
DateMar 2004
Total AUM$73.3M
Discretionary$28.5M
Non-Disc.$44.8M
Employees5
Clients--
DateMar 2002
Total AUM$64.7M
Discretionary$28M
Non-Disc.$36.7M
Employees5
Clients--