LASALLE DEBT INVESTORS, INC.

RIASEC RegisteredEst. 2012
Total AUM
$385M
Discretionary
$353M
92% of AUM
Avg account
$128M
Accounts
3
Employees
14
Advisory reps
6

Firm details

Headquarters
Los Angeles, California
CRD number
158422
Registered since
March 17, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lasalle Debt Investors, Inc. is a corporation that registers with the SEC (registered in 2012) and operates primarily for institutional clients. Its advisory offering centers on managing portfolios for pooled investment vehicles; the firm also lists activities consistent with sponsoring and managing pooled vehicles. Fee arrangements include a percentage-of-assets component and the potential for performance-based fees. The firm does not identify itself as an active ESG investor and is not designated as a multi-state adviser in the provided data. Industry affiliations reported in filings span a range of market roles beyond pure advisory work: broker-dealer relationships, other registered investment adviser activity, registered municipal advisor status, commodity pool operator/commodity trading adviser functions, real estate brokerage, and acting as sponsor or general partner/manager of pooled vehicles. The firm is not classified as a capital allocator in the dataset.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • ALLISON MCFAUL

    Chief Operating & Financial OfficerCRD 7719333

  • ROBIN FREEMAN

    Chief Compliance OfficerCRD 2611849

  • WALLACE SELLERS

    EVP & Chief Financial OfficerCRD 4327216

Unlock 1 more executives

Contacts

2 of 2
  • GORDON REPP

    General CounselCRD 4939771

  • CRAIG ORAM

    Fund ManagerCRD 4351899

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
2029 Century Park E
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth