Lasalle Investment Management Securities, LLC is a large advisory firm based in Baltimore. It manages $5.5 billion of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Illinois, Maryland, and Texas.
Lasalle Investment Management Securities provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lasalle Investment Management Securities, LLC is $5.5 billion. The firm's AUM has gone down by -32% since the beginning of its operation, and $4.97 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Lasalle Investment Management Securities, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, high net worth individuals, and pooled investment vehicles. The largest group of clients of Kimball C Woodrow is pooled investment vehicles with 13 clients and $4.9 billion of assets under management. Among the 11 most similar advisory firms, Lasalle Investment Management Securities has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $5.08 billion for 20 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 56% of the firm’s clients are foreign persons or businesses.
Lasalle Investment Management Securities doesn't advise any private funds.
The company employs 54 people that are either part- or full-time employees. 87 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 8 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Kimball C Woodrow has been acting as President since 1 Jan 2007. Lisa L Kaufman joined the executive team most recently as the Managing Director.
The principal office where Lasalle Investment Management Securities, LLC performs its advisory services is located at 100 East Pratt Street, Baltimore, MD 21202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-878-4800 or by fax 410-878-4889. The normal business hours are 8:30am 5:30pm est on Monday - Friday. You can find more information about the New York firm at joneslanglasalle.com.