AdvisorCensus / Financial advisors / Illinois / Chicago / Madison Lasalle Advisers LLC
Madison Lasalle Advisers LLC
Filed as MADISON LASALLE ADVISERS LLC
Madison Lasalle Advisers LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.
Quick answers
From the filingHow is Madison Lasalle Advisers LLC compensated?
On its Form ADV (Item 5.E, October 2026), Madison Lasalle Advisers LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Madison Lasalle Advisers LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated August 11, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Madison Lasalle Advisers LLC located?
Madison Lasalle Advisers LLC's principal office is in Chicago, IL, according to its Form ADV.
Is Madison Lasalle Advisers LLC registered with the SEC or a state?
Madison Lasalle Advisers LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342901.
How much does Madison Lasalle Advisers LLC manage?
Madison Lasalle Advisers LLC reports $0 in regulatory assets under management in its Form ADV filing dated September 16, 2026.
Does Madison Lasalle Advisers LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342901
Does Madison Lasalle Advisers LLC state an account minimum?
Its Form ADV Part 2A brochure dated August 11, 2026 says: "We generally require a minimum account size of $5 million to open and maintain an advisory relationship. We may, in our sole discretion, waive or reduce this minimum"
What changed in Madison Lasalle Advisers LLC's recent Form ADV filings?
In the October 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A).
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
- 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 2AAsset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
The annual fee ranges from 0.25% to 1.50% (25 to 150 basis points) of assets under management. The specific rate that applies to your account is negotiated with you based on the size and complexity of your relationship
Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
We generally require a minimum account size of $5 million to open and maintain an advisory relationship. We may, in our sole discretion, waive or reduce this minimum
As stated in the firm's Form ADV Part 2A brochure dated August 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated September 16, 2026.
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.DA 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).
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.INot reported.
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. Madison Lasalle Advisers LLC (CRD 342901): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/madison-lasalle-advisers-llc-chicago-il-342901