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  5. LADD CAPITAL MANAGEMENT, LLC

LADD CAPITAL MANAGEMENT, LLC

Date of last update: 21 Apr 2025. Data updated weekly.

Companies that start with "LADD"

Company Details

Entity Name: LADD CAPITAL MANAGEMENT, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 18 Dec 1998
Business ALEI: 0609426
Annual report due: 31 Mar 2026
Business address: 110 WHITNEY AVE., NEW HAVEN, CT, 06510, United States
Mailing address: 110 WHITNEY AVE., NEW HAVEN, CT, United States, 06510
ZIP code: 06510
County: New Haven
Place of Formation: CONNECTICUT
E-Mail: kstapleton@laddcap.com

Industry & Business Activity

NAICS

523940 Portfolio Management and Investment Advice

This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades. Learn more at the U.S. Census Bureau

Companies doing Portfolio management and investment advice

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LADD CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN 2023 060932071 2024-10-28 LADD CAPITAL MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 2035626624
Plan sponsor’s address 110 WHITNEY AVENUE, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2024-10-28
Name of individual signing EDWARD LOVEJOY
Valid signature Filed with authorized/valid electronic signature
LADD CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN 2022 060932071 2023-06-29 LADD CAPITAL MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 2035626624
Plan sponsor’s address 110 WHITNEY AVENUE, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2023-06-27
Name of individual signing EDWARD LOVEJOY
Valid signature Filed with authorized/valid electronic signature
LADD CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN 2021 060932071 2022-06-13 LADD CAPITAL MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 2035626624
Plan sponsor’s address 110 WHITNEY AVENUE, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2022-06-13
Name of individual signing EDWARD LOVEJOY
Valid signature Filed with authorized/valid electronic signature
LADD CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN 2020 060932071 2021-08-02 LADD CAPITAL MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 2035626624
Plan sponsor’s address 110 WHITNEY AVENUE, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2021-08-02
Name of individual signing DAVID LADD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-02
Name of individual signing DAVID LADD
Valid signature Filed with authorized/valid electronic signature
LADD CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN 2019 060932071 2020-06-24 LADD CAPITAL MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 2035626624
Plan sponsor’s address 110 WHITNEY AVENUE, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2020-06-23
Name of individual signing DAVID LADD
Valid signature Filed with authorized/valid electronic signature
LADD CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN 2018 060932071 2019-06-05 LADD CAPITAL MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 2035626624
Plan sponsor’s address 110 WHITNEY AVENUE, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2019-06-04
Name of individual signing DAVID LADD
Valid signature Filed with authorized/valid electronic signature
LADD CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN 2017 060932071 2018-07-10 LADD CAPITAL MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 2035626624
Plan sponsor’s address 110 WHITNEY AVENUE, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2018-07-09
Name of individual signing DAVID LADD
Valid signature Filed with authorized/valid electronic signature
LADD CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN 2016 060932071 2017-06-15 LADD CAPITAL MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 2035626624
Plan sponsor’s address 110 WHITNEY AVENUE, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2017-06-14
Name of individual signing DAVID LADD
Valid signature Filed with authorized/valid electronic signature
LADD CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN 2015 060932071 2016-06-08 LADD CAPITAL MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 2035626624
Plan sponsor’s address 110 WHITNEY AVENUE, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2016-06-07
Name of individual signing DAVID LADD
Valid signature Filed with authorized/valid electronic signature
LADD CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN 2014 060932071 2015-08-19 LADD CAPITAL MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 2035626624
Plan sponsor’s address 110 WHITNEY AVENUE, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2015-08-19
Name of individual signing DAVID LADD
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Phone E-Mail Residence address
EDWARD W. LOVEJOY Officer 110 WHITNEY AVENUE, NEW HAVEN, CT, 06510, United States +1 203-640-1904 kstapleton@laddcap.com CONNECTICUT, 125 JOHNSONS POINT, BRANFORD, CT, 06405, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
EDWARD W. LOVEJOY Agent 110 WHITNEY AVENUE, FL 3, NEW HAVEN, CT, 06510, United States 110 WHITNEY AVENUE, FL 3, NEW HAVEN, CT, 06510, United States +1 203-640-1904 kstapleton@laddcap.com CONNECTICUT, 125 JOHNSONS POINT, BRANFORD, CT, 06405, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012937430 2025-03-26 - Annual Report Annual Report -
BF-0012270049 2024-01-25 - Annual Report Annual Report -
BF-0011156543 2023-01-23 - Annual Report Annual Report -
BF-0010385075 2022-02-02 - Annual Report Annual Report 2022
0007137195 2021-02-09 - Annual Report Annual Report 2021
0007010523 2020-10-29 - Annual Report Annual Report 2020
0006503223 2019-03-28 - Annual Report Annual Report 2019
0006167361 2018-04-20 - Annual Report Annual Report 2015
0006167362 2018-04-20 - Annual Report Annual Report 2016
0006167360 2018-04-20 - Annual Report Annual Report 2014

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See something incorrect or outdated? Let us know

Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information

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