LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC

C37
CRD 111179·SEC 801-48201·BALTIMORE, MD
AUM
$3.33B
$1B+
Est. Revenue
$33.3M
@ 1% on AUM
Est. EBITDA
$10.0M
@ 30% margin
Est. Deal Value
$79.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC
CRD
111179
SEC file #
801-48201
EIN
363991973
DBA names
Lasalle Investment Management Securities

Economics

AUM
$3.33B
AUM band
$1B+
AUM trajectory
'20'26
$5.50B → $3.33B▼ -40%
Client mix
Pooled Investment Vehicles7
Corporations5

Operations

Employees (total)
27
Advisory staff (per ADV)
25
Advisory staff (5-yr trend)
'20'26
47 advisors → 25 advisors▼ -47%
Primary office
BALTIMORE MD
Branches

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at

Compliance

Disclosures (firm)
3
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LASALLE INVESTMENT MANAGEMENT INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
LASALLE INVESTMENT MANAGEMENT INC.
DOHERTY, DAVID
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:lasallesecurities.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001085601
Edgar Registered
Yes
Edgar Filing Count
236
Edgar First Filing Date
1999-07-08
Edgar Last Filing Date
2026-05-18
Edgar 13f Count
108
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001085601-26-000004
Edgar Former Names
LASALLE INVESTMENT MANAGEMENT SECURITIES LP

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Jpmorgan4
E*trade4
State Street2
Edgar Addresses
Mailing
650 SOUTH EXETER STBALTIMORE, MD 21202
Business
650 SOUTH EXETER STBALTIMORE, MD 21202
Edgar EIN
363991973
Edgar Recent Filings
SCHEDULE 13G/A2026-05-18 · 0001085601-26-000005
13F-HR2026-05-13 · 0001085601-26-000004
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
109307
Trust Company Affiliate
No