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LASALLE INVESTMENT MANAGEMENT SECURITIES

Legal name: LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC

CRD 111179File 801-48201
APPROVED
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.33B
Top 25% of cohort (national)
Discretionary AUM
$3.31B
Non-discretionary $19.5M
Clients
12
25 accounts
Employees
27
Top 25% of cohort in MD

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Nov 30, 1994
Principal office
650 SOUTH EXETER STREET, 8TH FLOOR, BALTIMORE, MD, 21202
Phone
410-878-4800

Assets & accounts

ADV Item 5F
Total regulatory AUM
$3.33B
Discretionary AUM
$3.31B
Non-discretionary AUM
$19.5M
Discretionary accounts
24
Non-discretionary accounts
1
Total accounts
25
AUM per client
$277.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other5$363.3M
Non-U.S. personsFewer than 5$56.4M
Charitable organizationsFewer than 5$196.4M
High net worth individualsFewer than 5$25.9M
Pooled investment vehicles7$2.23B
Pension and profit sharing plansFewer than 5$146.6M
State or municipal government entitiesFewer than 5$213.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11C2
  • Q11C4
  • Q11C5

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees2927decreased by2
Apr 1, 2026AUM$3,099,485,703$3,326,830,393increased by$227,344,690
Apr 1, 2026Accounts2425increased by1
May 1, 2025
vs Oct 1, 2022
Employees3029decreased by1
May 1, 2025
vs Oct 1, 2022
Clients1012increased by2
May 1, 2025
vs Oct 1, 2022
AUM$4,429,986,176$3,099,485,703decreased by$1,330,500,473
May 1, 2025
vs Oct 1, 2022
Accounts2324increased by1
Apr 1, 2022Employees3330decreased by3
Apr 1, 2022Clients1710decreased by7
Apr 1, 2022AUM$4,548,978,313$4,429,986,176decreased by$118,992,137
Apr 1, 2022Accounts2923decreased by6
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “LASALLE INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LASALLE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.