9AT: LADD CAPITAL MANAGEMENT LLC

Adviser Profile

As of Date	02/13/2026
Registration	SEC, Approved, 10/23/1975
ADV Location	NEW HAVEN, CT, United States
Contact Info	203 xxxxxxx
Websites

AUM^*	176,584,800 20%
of that, discretionary	96,846,957 20%
Number of Employees	-100%
of those in investment advisory functions	-100%
Private Fund GAV^*	0
Avg Account Size	1,076,737 19%
% High Net Worth	52.78% 6%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser INSCRIPTION CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.0b	#Funds-
Adviser THE CLARIUS GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.7b	#Funds-
Adviser BIP WEALTH, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund108.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund34.2m	Other Fund-	Total Private Fund GAV176.9m	AUM5.3b	#Funds26
Adviser WEALTHSPIRE ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.4b	#Funds-
Adviser REQUISITE CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund160.3m	Total Private Fund GAV160.3m	AUM2.4b	#Funds2
Adviser SHARP FINANCIAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM502.1m	#Funds-
Adviser SUMMIT WEALTH AND RETIREMENT PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM978.1m	#Funds-
Adviser W ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM244.9m	#Funds-
Adviser THE WEALTH CONSERVANCY, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM260.0m	#Funds-
Adviser CONSTELLATION WEALTH ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund25.1m	Total Private Fund GAV1.2b	AUM5.4b	#Funds5

Brochure Summary

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.

LADD CAPITAL MANAGEMENT LLC

LADD CAPITAL MANAGEMENT LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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LADD CAPITAL MANAGEMENT LLC LADD CAPITAL MANAGEMENT LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

LADD CAPITAL MANAGEMENT LLC

LADD CAPITAL MANAGEMENT LLC