Lasalle Debt Investors, LLC

RIASEC RegisteredEst. 2012
Total AUM
$385M
Discretionary
$353M
92% of AUM
Avg account
$128M
Accounts
3
Employees
14
Advisory reps
5

Firm details

Headquarters
Denver, Colorado
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, LLC is an SEC-registered institutional RIA organized as an LLC and in operation since 2012. The firm serves institutional clients and provides portfolio management specifically for pooled investment vehicles. Its fee model combines a percentage-of-assets-under-management component with performance-based fees. The firm does not present itself as a capital allocator or an active ESG investor, and it is not structured as a multi-state or newly formed adviser. Related advisory relationships, pension consulting and similar ancillary designations are not indicated.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Allison Mcfaul

    Allison Mcfaul

    Chief Operating & Financial OfficerCRD 7719333

  • Robin Freeman

    Robin Freeman

    Chief Compliance OfficerCRD 2611849

  • Brad Gries

    Brad Gries

    Chief Executive OfficerCRD 7358161

Contacts

2 of 2
  • Gordon Repp

    Gordon Repp

    General CounselCRD 4939771

  • Craig Oram

    Craig Oram

    Fund ManagerCRD 4351899

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
1391 Speer Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth