# Ladd Capital Management

Ladd Capital Management is a Bank / Wealth / Trust based in New Haven, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New Haven, United States
- **Region:** North America
- **Address:** New Haven, CT, United States
- **Founded:** 1974
- **Assets under management:** Under $500M (Altss estimate)
- **Website:** laddcap.com
- **LinkedIn:** https://www.linkedin.com/company/ladd-capital-management-llc

## Regulatory record

- **CRD number:** 105162
- **SEC file number:** 801-11098
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-13T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105162

## About

Ladd Capital Management was founded in 1974 by Robert L. Ladd, who continues to serve as President and Chief Investment Officer. The firm operates from New Haven, Connecticut, as a registered investment adviser serving individuals and high-net-worth families. The firm's investment approach centers on direct equity ownership — constructing concentrated portfolios of publicly traded securities. Ladd does not operate fund vehicles, nor does it market alternative-investment access as a differentiator. The strategy relies on fundamental, bottom-up security selection rather than asset-allocation models or manager-of-manager structures. Portfolio construction tends toward high-conviction positions held across market cycles. The firm does not publicly disclose specific holdings or sector tilts, consistent with the privacy norms of a boutique family-wealth adviser. Ladd Capital Management remains a small-team operation without disclosed additional offices or satellite advisors. The firm has not announced any M&A activity, fund launches, or strategic pivots in recent years. This continuity — same leadership, same city, same regulatory registration — distinguishes it from peers that have scaled through acquisition or geographic expansion. Ladd is structurally different from most registered investment advisers in that it has never pursued AUM growth as a stated goal. While many firms in Connecticut's wealth corridor have merged into larger platforms, Ladd has remained independent, with no outside private-equity investment, no broker-dealer affiliation, and no multi-advisor partnership model. The firm's governance and succession planning remain opaque, yet its five-decade tenure under a single CIO is itself an outlier in an industry where founder-led boutiques typically exit or transition within 20 years.

## People

- Robert L. Ladd — President and Chief Investment Officer

## Questions

### Who runs investment decisions at Ladd Capital Management?

Robert L. Ladd serves as President and Chief Investment Officer, a role he has held since founding the firm in 1974. Investment decisions are made internally without a separate investment committee disclosed to the public. The firm's ADV filings reflect a single-leader structure rather than a multi-portfolio-manager model.

### How does Ladd source investment ideas?

Ladd uses a fundamental, bottom-up equity research process rather than relying on third-party model portfolios or outsourced CIO platforms. The firm's long-tenured leadership and concentrated approach suggest original in-house analysis drives security selection. No external research partnerships or manager databases are cited in the firm's materials.

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/ladd-capital-management

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