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Building 2LADD CAPITAL MANAGEMENT LLC

Map pinNEW HAVEN, CT
Phone203-562-6624
NotebookSEC #801-11098
Total AUM
$176.6M
Employees
0
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 WHITNEY AVE
NEW HAVEN
CT 06510
United States
Operating Hours
8:30 AM T0 4:30PM
Monday - Friday
Phone
203-562-6624
Other Offices
1

ReceiptFinancials

Total AUM
$176.6M
Accounts
164
Discretionary
$96.8M
Accounts
108
Non-Discretionary
$79.7M
Accounts
56

ContactClients

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Individual Clients
31
AUM
$13.2M
HNW Individual Clients
38
AUM
$156.1M
Charitable Organization Clients
3
AUM
$7.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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