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LADD CAPITAL MANAGEMENT, LLC

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 (Companies founded in December 1998)
Business ALEI: 0609426
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
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 (Companies in New Haven, 06510)
County: New Haven
Place of Formation: CONNECTICUT
E-Mail: kstapleton@laddcap.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
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
LADD CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN 2013 060932071 2014-05-29 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 2014-05-29
Name of individual signing DAVID LADD
Valid signature Filed with authorized/valid electronic signature

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

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

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012270049 2024-01-25 No data Annual Report Annual Report No data
BF-0011156543 2023-01-23 No data Annual Report Annual Report No data
BF-0010385075 2022-02-02 No data Annual Report Annual Report 2022
0007137195 2021-02-09 No data Annual Report Annual Report 2021
0007010523 2020-10-29 No data Annual Report Annual Report 2020
0006503223 2019-03-28 No data Annual Report Annual Report 2019
0006167361 2018-04-20 No data Annual Report Annual Report 2015
0006167362 2018-04-20 No data Annual Report Annual Report 2016
0006167360 2018-04-20 No data Annual Report Annual Report 2014
0006167363 2018-04-20 No data Annual Report Annual Report 2017

Related by officers

EDWARD W. LOVEJOY

WINCHESTER PARTNERS, LLC

Related by address

No related companies by address

Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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