SourcingSourcing

LASALLE INVESTMENT MANAGEMENT, INC.

C35
CRD 109307·SEC 801-19395·CHICAGO, IL
AUM
$11.46B
$1B+
Est. Revenue
$114.6M
@ 1% on AUM
Est. EBITDA
$34.4M
@ 30% margin
Est. Deal Value
$275.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LASALLE INVESTMENT MANAGEMENT, INC.
CRD
109307
SEC file #
801-19395
EIN
000000000
DBA names
Lasalle Investment Management

Economics

AUM
$11.46B
AUM band
$1B+
AUM trajectory
'20'26
$20.11B → $11.46B▼ -43%
Client mix
Pooled Investment Vehicles13
State Or Municipal Govt8
Pension Profit Sharing Plans2
Corporations2

Operations

Employees (total)
247
Advisory staff (per ADV)
73
Advisory staff (5-yr trend)
'20'26
82 advisors → 73 advisors▼ -11%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/lasalle-investment-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JONES LANG LASALLE INCORPORATED
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
JONES LANG LASALLE INCORPORATED
DOHERTY, DAVID, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Compensation Trajectory 3y
20250
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002007121
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2024-01-18
Edgar Last Filing Date
2024-01-18
Edgar Form D Count
1
Edgar Form D Offerings
2024-01-182024-01-18 · 0002007121-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan8
E*trade4
Wells Fargo2
Edgar Addresses
Mailing
C/O LASALLE INVESTMENT MANAGEMENT, INC.333 WEST WACKER DR.,SUITE 2300CHICAGO, IL 60606
Business
C/O LASALLE INVESTMENT MANAGEMENT, INC.333 WEST WACKER DR.,SUITE 2300CHICAGO, IL 60606
Edgar EIN
000000000
Edgar Recent Filings
D2024-01-18 · 0002007121-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (6)

6
DOHERTY, DAVID
Executive Officer · 2.5%
5382164
FREEMAN, ROBIN, DAWN
Executive Officer · 2.5%
2611849
GRIES, BRADLEY, JONATHAN
Executive Officer · 2.5%
7358161
KLEINMAN, RICHARD, WAYNE
Executive Officer · 2.5%
8244426
MCFAUL, ALLISON, MARA WEINER
Executive Officer · 2.5%
7719333
REPP, GORDON, GRAHAM
Executive Officer · 2.5%
4939771