Lasalle Investment Management Securities

RIASEC RegisteredEst. 1994

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 an SEC-registered institutional registered investment adviser formed in 1994 and organized as an LLC. The firm serves primarily institutional clients and provides fee arrangements that include asset-based fees and performance-linked compensation. Its advisory capabilities span separate account portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for business or institutional clients. Lasalle is not identified as an active ESG investor and is not flagged as a multi-state adviser. Corporate activities and affiliations extend beyond advisory work: the firm is associated with broker-dealer activity, municipal advisory registration, real estate brokerage, and sponsorship or management roles for limited partnerships and pooled investment vehicles.