Overview
Firm Description
Ladd Capital Management, LLC was founded in 1974.
Ladd Capital Management, LLC is strictly a fee-only investment management firm. The firm
does not sell annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other
commissioned products. The firm is not affiliated with entities that sell financial products or
securities. No commissions in any form are accepted. No finder’s fees are accepted.
Principal Owners
Edward W. Lovejoy is a 99% shareholder.
Types of Advisory Services
Ladd Capital Management, LLC provides investment advisory services, also known as asset
management services.
As of 12/31/23, Ladd Capital Management, LLC manages approximately $146,716,073 in
assets for approximately 74 clients. Approximately $80,887,815 is managed on a
discretionary basis, and $65,828,259 is managed on a non-discretionary basis.
Account Minimums
The minimum account size is $500,000 of assets under management, which equates to an
annual fee of $5000. This fee is negotiable.
Types of Agreements
The following agreement defines the typical client relationship.
Portfolio Management Agreement
Most clients choose to have Ladd Capital Management, LLC manage their assets in order to
obtain ongoing in-depth advice.
Ladd Capital Management, LLC will make investment
decisions for the Account according to the investment objectives, financial circumstances and
any special instructions received in writing from the client. As goals and objectives change
over time, suggestions are made and implemented on an ongoing basis.
Asset Management
Stocks and bonds may be purchased or sold through a brokerage account when appropriate.
The brokerage firm charges a fee for stock and bond trades. Ladd Capital Management, LLC
does not receive any compensation, in any form, from brokerage firms or from mutual funds.
We do not participate in any wrap-fee program with any brokerage firm.
Investments may include: equities (stocks), corporate debt securities, commercial paper,
certificates of deposit, municipal securities, mutual funds shares, including exchange traded
funds, and U.S. government securities.
Termination of Agreement
A Client may terminate any of the aforementioned agreements at any time by notifying Ladd
Capital Management, LLC in writing and paying the rate for the time spent on the investment
advisory engagement prior to notification of termination
Ladd Capital Management, LLC may terminate any of the aforementioned agreements at any
time by notifying the client in writing.