INLAND INVESTMENT ADVISORS, LLC

Adviser information for INLAND INVESTMENT ADVISORS, LLC last updated from Form ADV on December 11th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	1
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	26	$151.0M
Non-Discretionary	5	$98.0M
Total	31	$249.0M

Clients

Type	Number	RAUM
Individuals	10	$2.2M
HNW Individuals	12	$143.8M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	9	$103.0M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-60053
SEC ERA File Number	801-60053
SEC CIK Numbers	1428796
SEC CRD Numbers	109933
Legal Entity Identifier	None

Principal Office

2901 BUTTERFIELD ROAD
OAK BROOK
IL
United States

Monday - Friday, 8:30 A.M. - 5:00 P.M.

Tel: (630) 218-8000, Fax: (630) 574-4306

Websites

inlandinvestmentadvisors.com/

Chief Compliance Officer

THOMAS G. KENNEDY

2901 BUTTERFIELD ROAD

OAK BROOK

United States

Tel: (516) 993-6722

Fax: (630) 574-4306

T*************@**************M

(Full email address available in API data)

Regulatory Contact

JANET HEINTZ

SVP ASSISTANT GENERAL COUNSEL

2901 BUTTERFIELD ROAD

OAK BROOK

United States

Tel: (630)218-8000

J******@**************M

(Full email address available in API data)

Industry Affiliates

INLAND INSTITUTIONAL CAPITAL, LLC	Other investment adviser, including financial planners
INLAND PRIVATE CAPITAL CORPORATION	Sponsor or syndicator of limited partnerships
INLAND SECURITIES CORPORATION	Broker-dealer, municipal securities dealer, or gov securities broker or dealer

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners

None

Control Persons

Name	Type	Entity	Title	Since	Ownership
GOODWIN, DANIEL, L	Individual	THE INLAND GROUP, LLC	MEMBER	07/1982	50-75%
THE INLAND GROUP, LLC	Domestic Entity	THE INLAND REAL ESTATE COMPANIES, LLC	MEMBER	12/2018	> 75%
GOODWIN, DANIEL	Individual	–	MANAGER AND CHIEF EXECUTIVE OFFICER	07/1982	50-75%
HUTCHISON, TIM	Individual	–	MANAGER AND VICE PRESIDENT	05/2013	< 5%
INVESTMENT MANAGEMENT GROUP, LLC	Domestic Entity	IMG ADVISORS, LLC	MEMBER	03/2017	> 75%
Heintz, Janet	Individual	–	SECRETARY	12/2015	< 5%
IMG ADVISORS, LLC	Domestic Entity	–	MEMBER	11/2018	25-50%
CHERESO, ANTHONY, JOSEPH	Individual	–	MANAGER	08/2022	< 5%
THE INLAND REAL ESTATE COMPANIES, LLC	Domestic Entity	INVESTMENT MANAGEMENT GROUP, LLC	MEMBER	12/2018	> 75%
INLAND GROUP MANAGERS, LLC	Domestic Entity	THE INLAND GROUP, LLC	MANAGER	12/2018
Holland, Kathleen	Individual	–	TREASURER	05/2019	< 5%
KENNEDY, THOMAS, GORDON	Individual	–	CHIEF COMPLIANCE OFFICER	12/2023	< 5%

No. Employees, Historic

RAUM, Historic

No. Clients, Historic

Holdings

From latest 13F, filed July 10th, 2024 for period ending June 30th, 2024

Name	Class	Value $USD	# Shares	Private Fund
0	0	0	0	–