Lasalle Investment Management Securities

RIASEC Registered

Total AUM

$3.3B

Discretionary

$3.3B

99% of AUM

Avg account

$133M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Baltimore, Maryland
CRD number: 111179
Registered since: November 30, 1994
Website: www.lasalle.com
Custodians: SUMITOME MITSUI TRUST BANK (U.S.A.) LIMITED, STATE STREET BANK AND TRUST COMPANY, JP MORGAN SE, LUXEMBOURG BRANCH, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles67.02%
Corporations / Businesses10.92%
State / Municipal Government6.4%
Charitable Organizations5.9%
Pension & Profit Sharing Plans4.41%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lasalle Investment Management Securities is organized as a limited liability company and operates as an institutional registered investment adviser. The firm is SEC‑registered (registration established in 1994) and serves primarily institutional clients. Its fee arrangements include both a percentage-of-assets model and performance‑based fees. Advisory services cover portfolio management for individuals and small businesses, pooled investment vehicles, and institutional or business clients. The firm holds a range of industry roles beyond advisory work, including broker‑dealer activity, registered municipal advisor functions, real estate brokerage, and sponsor/GP or managing‑member roles for pooled investment vehicles and limited partnerships.