LASALLE ST. INVESTMENT ADVISORS, L.L.C.

C37
CRD 109701·SEC 801-33422·ELMHURST, IL
AUM
$5.74B
$1B+
Est. Revenue
$57.4M
@ 1% on AUM
Est. EBITDA
$17.2M
@ 30% margin
Est. Deal Value
$137.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
CRD
109701
SEC file #
801-33422
EIN
DBA names

Economics

AUM
$5.74B
AUM band
$1B+
AUM trajectory
'20'26
$1.31B → $5.74B▲ +340%
Client mix
Individuals Other12,817
Individuals High Net Worth894
Pension Profit Sharing Plans469
Corporations99
Charitable Organizations5

Operations

Employees (total)
155
Advisory staff (per ADV)
146
Advisory staff (5-yr trend)
'20'26
111 advisors → 146 advisors▲ +32%
Primary office
ELMHURST IL
Branches

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at

Compliance

Disclosures (firm)
8
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LASALLE ST. HOLDINGS, LLC ("LSH") FORMERLY
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
LASALLE ST. HOLDINGS, LLC ("LSH") FORMERLY
SCHLESSER, DANIEL, JOHN
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
fallback_guess:lasallest.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
6,128
Form 5500 Compensation Trajectory 3y
20266,128
Form 5500 Plan Count Trajectory 3y
20261
Schedule C Total Compensation
6,128
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
46
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (51)

51
SCHLESSER, DANIEL, JOHN
IAR · Direct Owner · 62.5%
1788458
INCERTO, VINCENT, EDWARD
IAR · Executive Officer · 2.5%
4335897
MICHAEL MITCHELL DROZD
Executive Officer · 2.5%
6015178
Timothy Harrison
IAR
7325678
Douglas Dirk Swanson
IAR
6912546
PATRICK JOHN WAGNER
IAR
2318099
JULIETTE CHRISTINE ROMEO
IAR
1607098
THOMAS FRANCIS HIVKO
IAR
1142056
SIDNEY WAYNE YEOMANS
IAR
4994117
JAMES LYNN SPORE
IAR
2332292
SANDRA CATHERINE EVANS
IAR
1815682
KIRK ALAN LOOMIS
IAR
3052369
JAMES ANDREW COSHUN
IAR
2054754
Caedmon S Meisenheimer
IAR
7618501
THOMAS JOHN ERVOLINA
IAR
4951583
THOMAS WILLIAM LIND
IAR
3102938
MATTHEW SCOTT HOOD
IAR
4496576
JEFFREY JOHN KINZLER
IAR
2136855
CHARLES FRANCIS IMHOFF
IAR
4794357
PETER LEONARD KEARNEY
IAR
2569647
ELIZABETH A NANOVIC
IAR
6410290
TODD JOHNSTON FENNICK
IAR
2701476
PAUL BERTRAND SIROIS
IAR
2783536
THEODORE JOSEPH ZAMERSKI
IAR
2405693
DAVID STEVEN ZOLLER
IAR
5717168
VERNON KENT NICHOLSON
IAR
1186994
EDWARD TOBIN MEISENHEIMER
IAR
3164798
RYAN L BACKUS
IAR
6218216
Roger Cole Engel
IAR
8029544
DANIEL CARTER STYBR
IAR
1016077
TIMOTHY JON REED
IAR
2364340
Daniel Ray Mayer
IAR
7017130
JON T. ZACH
IAR
4629683
KATHLEEN ANN CARRICO
IAR
2286472
MICHAEL JAMES SYKES
IAR
4908082
SEAN RUSSELL FORD
IAR
6071563
NELSON COVER
IAR
6397832
Taylor Hubert
IAR
7900442
MALINDA SUE RISEN-SANDERS
IAR
6070762
MARK JAMES HEMMERLY
IAR
6291206
JERROD IVEN SPRIET
IAR
5769011
KURT EDWARD WEIPER
IAR
5477692
JAMES JOSEPH KELLY
IAR
2776736
JEFFREY EDWARD KAMIEN
IAR
2450235
JAMES CLAYTON BALDWIN
IAR
4487687
MICHAEL J. O'CALLAGHAN
IAR
2245214
LUKE ANTHONY HOFSOMMER
IAR
6182244
TIMOTHY STEPHEN MEISENHEIMER
IAR
5586237
ERIC ALEXANDER FOX
IAR
6454187
PAUL K WONG
IAR
2631712
BRUCE GENE VOLLRATH
IAR
1212255