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 limited liability company that has been operating since 1994. The firm serves an institutional client base while also providing portfolio management for individuals, small businesses and pooled investment vehicles. Ownership is reported as a mix of domestic entities and individuals. Compensation includes traditional percentage-of-AUM fees and performance‑based fees. The firm performs a range of advisory activities and holds several industry roles beyond pure asset management: it has been identified as a broker‑dealer affiliate, a registered municipal advisor, a real estate broker and a sponsor/GP or managing member of pooled investment vehicles. Those affiliations indicate the firm both advises externally managed funds and can take an active sponsor role in pooled structures. Lasalle is not listed as an active ESG investor and does not identify itself as a multi‑state adviser or pension consultant.