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Lasalle ST. Investment Advisors, L.L.C.

Elmhurst, ILSEC-registered investment adviserCRD 109701

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

Lasalle ST. Investment Advisors, L.L.C. is an SEC-registered investment advisory firm in Elmhurst, IL, registered since 1989, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 29, 2026.

37 years
registered since 1989
$5,742,301,554
assets under management
3 arrangements
Percentage of assets, Hourly and more
8
disclosure items (Item 11)

Quick answers

From the filing

How is Lasalle ST. Investment Advisors, L.L.C. compensated?

On its Form ADV (Item 5.E, October 2026), Lasalle ST. Investment Advisors, L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Lasalle ST. Investment Advisors, L.L.C. located?

Lasalle ST. Investment Advisors, L.L.C.'s principal office is in Elmhurst, IL, according to its Form ADV; the August 2026 filing also lists 24 other offices (Schedule D, Section 1.F).

Is Lasalle ST. Investment Advisors, L.L.C. registered with the SEC or a state?

Lasalle ST. Investment Advisors, L.L.C. is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 109701.

How much does Lasalle ST. Investment Advisors, L.L.C. manage?

Lasalle ST. Investment Advisors, L.L.C. reports $5,742,301,554 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (32% discretionary).

How have Lasalle ST. Investment Advisors, L.L.C.'s assets and staff changed since 2021?

In the Form ADV data for Lasalle ST. Investment Advisors, L.L.C.: Regulatory assets under management: $2,130,664,032 in the October 2021 data and $5,742,301,554 in the October 2026 data, up 170%. Total employees: 118 in October 2021 and 155 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Lasalle ST. Investment Advisors, L.L.C. serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12,817); high net worth individuals (894); pension and profit sharing plans (but not the plan participants or government pension plans) (469).

Which custodians does Lasalle ST. Investment Advisors, L.L.C. use?

Lasalle ST. Investment Advisors, L.L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

Does Lasalle ST. Investment Advisors, L.L.C. report any disciplinary disclosures?

Reports 8 disclosure items on Form ADV Item 11: yes answers to 8 questions about regulatory matters (11.C(1), 11.C(2), 11.C(4), 11.C(5), 11.D(2), 11.D(4), 11.D(5), 11.E(2)). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109701

What changed in Lasalle ST. Investment Advisors, L.L.C.'s recent Form ADV filings?

In the August 2026 filing data: Registered or notice-filed in ND, SD.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$5,742,301,554

$5,742,301,554 as of October 2026, filing dated July 29, 2026.

Discretionary: $1,836,392,275.Non-discretionary: $3,905,909,279.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 12,817 Assets $2,525,373,961 (44%)
High net worth individuals
Clients 894 Assets $2,670,787,372 (47%)
Banking or thrift institutions
Clients 0 Assets Not reported
Investment companies
Clients 0 Assets Not reported
Business development companies
Clients 0 Assets Not reported
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets Not reported
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 469 Assets $482,605,738 (8%)
Charitable organizations
Clients 5 Assets $1,873,855 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets Not reported
Other investment advisers
Clients 0 Assets Not reported
Insurance companies
Clients 0 Assets Not reported
Sovereign wealth funds and foreign official institutions
Clients 0 Assets Not reported
Corporations or other businesses not listed above
Clients 99 Assets $61,660,628 (1%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
1989 (37 years)
Employees
Total: 155. Performing investment advisory functions: 146.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
24 other offices, as of the August 2026 filing
Baltimore, MDBannockburn, ILBloomington, INClarence, NYEast Aurora, NYFort Wayne, INFrankfort, ILHiawatha, IAIndianapolis, INLaotto, INLas Vegas, NVMcHenry, ILMinnetonka, MNNorth Aurora, ILOak Brook, ILOklahoma City, OKParis, ARProvidence, RIRochester, MNStrongsville, OHTyler, TXWarrenville, ILWauwatosa, WIWillow Grove, PA
States registered or notice-filed
49 states or jurisdictions
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

8 Reports 8 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

  • 11.C(1) Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?
  • 11.C(2) Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
  • 11.C(4) Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
  • 11.C(5) Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
  • 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
  • 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
  • 11.D(5) Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?
  • 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$2.13B 2021 $2.95B 2022 $2.73B 2023 $3.48B 2024 $4.35B 2025 $5.74B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$5,742,301,554155July 29, 2026
October 2025$4,346,509,887144March 28, 2025
October 2024$3,475,023,837141July 30, 2024
October 2023$2,728,117,681131June 9, 2023
October 2022$2,947,616,140127March 30, 2022
October 2021$2,130,664,032118July 27, 2021

Regulatory assets under management: $2,130,664,032 in the October 2021 data and $5,742,301,554 in the October 2026 data, up 170%.

Total employees: 118 in October 2021 and 155 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. August 2026
    • Registered or notice-filed in ND, SD.
  2. April 2026
    • Employees performing advisory functions went from 137 to 146.
    • Regulatory assets under management went from $4,346,509,887 to $5,742,301,554 (+32%).
    • Added an office in Clarence, NY.
    • Added an office in Oak Brook, IL.
    • No longer lists an office in Kokomo, IN.
    • No longer lists an office in Odessa, TX.
  3. February 2026
    • Registered or notice-filed in WY.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
lasallest.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Lasalle ST. Investment Advisors, L.L.C. (CRD 109701): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/lasalle-st-investment-advisors-l-l-c-elmhurst-il-109701