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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

INLAND INVESTMENT ADVISORS, LLC

CRD 109933

OAK BROOK, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:140695e8-3f38-006f-9f38-2af5dd017391

Data as of Dec 11, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 11
On other graphs: 0
Observed: Mar 22, 2012 to Dec 11, 2023
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $249MItem 5.F on the latest filing (2023-12-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $151M
Private client RAUM: $146MderivedItem 5.D individuals plus high net worth individuals
Private client share: 59%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 31
Individual clients: 10
High net worth clients: 12
SEC number: 801-60053
CRD: 109933
Filings on the tape: 27
First filed: Mar 22, 2012
Latest filed: Dec 11, 2023
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHERESO, ANTHONY, JOSEPH	Manager	Na	yes	08/2022	Oct 7, 2022	Dec 11, 2023
GOODWIN, DANIEL	MANAGER AND CHIEF EXECUTIVE OFFICER	D	yes	07/1982	Mar 22, 2012	Dec 11, 2023
GOODWIN, DANIEL, L	Member	D	yes	07/1982	Mar 22, 2012	Dec 11, 2023
Heintz, Janet	Secretary	Na	yes	12/2015	Feb 10, 2016	Dec 11, 2023
Holland, Kathleen	Treasurer	Na	yes	05/2019	Mar 17, 2020	Dec 11, 2023
HUTCHISON, TIM	MANAGER AND VICE PRESIDENT	Na	yes	05/2013	May 31, 2013	Dec 11, 2023
IMG ADVISORS, LLC	Member	C	yes	11/2018	Mar 29, 2017	Dec 11, 2023
INLAND GROUP MANAGERS, LLC	Manager	F	yes	12/2018	Mar 22, 2019	Dec 11, 2023
INVESTMENT MANAGEMENT GROUP, LLC	Member	E	yes	03/2017	Jan 30, 2015	Dec 11, 2023
THE INLAND GROUP, LLC	Member	E	yes	12/2018	Mar 22, 2019	Dec 11, 2023
THE INLAND REAL ESTATE COMPANIES, LLC	Member	E	yes	12/2018	Mar 22, 2019	Dec 11, 2023
KENNEDY, THOMAS, GORDON	CHIEF COMPLIANCE OFFICER	Na	no	12/2023	Dec 11, 2023	Dec 11, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
INLAND INSTITUTIONAL CAPITAL, LLC	n/a	Former SEC adviser	$7.6M	N	yes	n/a
INLAND PRIVATE CAPITAL CORPORATION	n/a	n/a	n/a	N	no	n/a
INLAND SECURITIES CORPORATION	n/a	n/a	n/a	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 28, 2023	$249M	$151M	2	1	0	n/a	n/a
2021	Mar 29, 2022	$255M	$148M	2	1	0	n/a	n/a
2020	Mar 4, 2021	$201M	$127M	4	2	0	n/a	n/a
2019	Mar 17, 2020	$255M	$152M	4	2	0	n/a	n/a
2018	Mar 22, 2019	$210M	$127M	4	2	0	n/a	n/a
2017	Mar 8, 2018	$254M	$153M	1	1	0	n/a	n/a
2016	Mar 29, 2017	$289M	$175M	1	1	n/a	n/a	n/a
2015	Feb 10, 2016	$372M	$285M	1	1	n/a	n/a	n/a
2014	Jan 30, 2015	$539M	$441M	1	1	n/a	n/a	n/a
2013	Feb 20, 2014	$567M	$493M	1	1	n/a	n/a	n/a
2012	Feb 12, 2013	$633M	$563M	2	2	n/a	n/a	n/a
2011	Mar 22, 2012	$468M	$468M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$249M	$255M	-2.4%	$255M	-0.8%	2	2	0	0

Relationships

Affiliated with (2)

→ INLAND INSTITUTIONAL CAPITAL, LLCRegistered adviserother investment adviser, common control
factForm ADV
← INLAND INSTITUTIONAL CAPITAL, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (11)

← GOODWIN, DANIELOwnerMANAGER AND CHIEF EXECUTIVE OFFICER, ownership code D, individual
Mar 22, 2012 to presentfactForm ADV
← GOODWIN, DANIEL, LOwnerMEMBER, ownership code D, individual
Mar 22, 2012 to presentfactForm ADV
← CHERESO, ANTHONY, JOSEPHOwnerMANAGER, ownership code NA, individual
Oct 7, 2022 to presentfactForm ADV
← HUTCHISON, TIMOwnerMANAGER AND VICE PRESIDENT, ownership code NA, individual
May 31, 2013 to presentfactForm ADV
← Heintz, JanetOwnerSECRETARY, ownership code NA, individual
Feb 10, 2016 to presentfactForm ADV
← Holland, KathleenOwnerTREASURER, ownership code NA, individual
Mar 17, 2020 to presentfactForm ADV
← IMG ADVISORS, LLCOwnerMEMBER, ownership code C, domestic entity
Mar 29, 2017 to presentfactForm ADV
← INLAND GROUP MANAGERS, LLCOwnerMANAGER, ownership code F, domestic entity
Mar 22, 2019 to presentfactForm ADV
← INVESTMENT MANAGEMENT GROUP, LLCOwnerMEMBER, ownership code E, domestic entity
Jan 30, 2015 to presentfactForm ADV
← THE INLAND GROUP, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 22, 2019 to presentfactForm ADV
← THE INLAND REAL ESTATE COMPANIES, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 22, 2019 to presentfactForm ADV

Owns (1)

← KENNEDY, THOMAS, GORDONOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 11, 2023 to presentfactForm ADV

Registered with (1)

← JEAN-LOUIS GUINCHARDAdvisorregistration: previous registration
Sep 2, 2020 to Jun 28, 2022factForm ADV

Dated events

Occurred
Dec 11, 2023
Control person left
Irene Suzanne Ballek (Chief Compliance Officer And Vice President) no longer on Schedule A of Inland Investment Advisors, Llc (listed 2023-03-28, absent 2023-12-11)
Form ADVobserved 6 days ago
Occurred
Oct 7, 2022
Control person joined
Joseph Anthony Chereso (Manager) appeared on Schedule A of Inland Investment Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Oct 7, 2022
Control person left
M Howard Fields (Manager) no longer on Schedule A of Inland Investment Advisors, Llc (listed 2022-03-29, absent 2022-10-07)
Form ADVobserved 6 days ago
Occurred
Jun 28, 2022
Advisor departed, no destination yet
Jean-Louis Guinchard no longer registered at Inland Investment Advisors, Llc; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Mar 29, 2022
Control person joined
M Howard Fields (Manager) appeared on Schedule A of Inland Investment Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Mar 29, 2022
Control person left
Jean-Louis Guinchard (Manager And President) no longer on Schedule A of Inland Investment Advisors, Llc (listed 2021-03-04, absent 2022-03-29)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2022
Control person left
Diane April Guinchard (Trustee) no longer on Schedule A of Inland Investment Advisors, Llc (listed 2021-03-04, absent 2022-03-29)
Form ADVobserved 6 days ago
Occurred
Mar 17, 2020
Control person joined
Kathleen Holland (Treasurer) appeared on Schedule A of Inland Investment Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Mar 17, 2020
Control person left
Prashant Bodhanwala (Treasurer) no longer on Schedule A of Inland Investment Advisors, Llc (listed 2019-03-22, absent 2020-03-17)
Form ADVobserved 6 days ago
Occurred
Mar 17, 2020
Control person left
M Ernest Fiorante (Manager) no longer on Schedule A of Inland Investment Advisors, Llc (listed 2019-03-22, absent 2020-03-17)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2017
Succession filed (Item 4)
Inland Investment Advisors, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:140695e8-3f38-006f-9f38-2af5dd017391
First observed: Mar 22, 2012
Last observed: Dec 11, 2023 33 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INLAND INVESTMENT ADVISORS, LLC

CRD 109933

OAK BROOK, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:140695e8-3f38-006f-9f38-2af5dd017391

Data as of Dec 11, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:55 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHERESO, ANTHONY, JOSEPH

Manager

yes

08/2022

Oct 7, 2022

Dec 11, 2023

GOODWIN, DANIEL

MANAGER AND CHIEF EXECUTIVE OFFICER

yes

07/1982

Mar 22, 2012

Dec 11, 2023

GOODWIN, DANIEL, L

Member

yes

07/1982

Mar 22, 2012

Dec 11, 2023

Heintz, Janet

Secretary

yes

12/2015

Feb 10, 2016

Dec 11, 2023

Holland, Kathleen

Treasurer

yes

05/2019

Mar 17, 2020

Dec 11, 2023

HUTCHISON, TIM

MANAGER AND VICE PRESIDENT

yes

05/2013

May 31, 2013

Dec 11, 2023

IMG ADVISORS, LLC

Member

yes

11/2018

Mar 29, 2017

Dec 11, 2023

INLAND GROUP MANAGERS, LLC

Manager

yes

12/2018

Mar 22, 2019

Dec 11, 2023

INVESTMENT MANAGEMENT GROUP, LLC

Member

yes

03/2017

Jan 30, 2015

Dec 11, 2023

THE INLAND GROUP, LLC

Member

yes

12/2018

Mar 22, 2019

Dec 11, 2023

THE INLAND REAL ESTATE COMPANIES, LLC

Member

yes

12/2018

Mar 22, 2019

Dec 11, 2023

KENNEDY, THOMAS, GORDON

CHIEF COMPLIANCE OFFICER

12/2023

Dec 11, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INLAND INSTITUTIONAL CAPITAL, LLC

n/a

Former SEC adviser

$7.6M

yes

n/a

INLAND PRIVATE CAPITAL CORPORATION

n/a

INLAND SECURITIES CORPORATION

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 28, 2023

$249M

$151M

n/a

2021

Mar 29, 2022

$255M

$148M

n/a

2020

Mar 4, 2021

$201M

$127M

n/a

2019

Mar 17, 2020

$255M

$152M

n/a

2018

Mar 22, 2019

$210M

$127M

n/a

2017

Mar 8, 2018

$254M

$153M

n/a

2016

Mar 29, 2017

$289M

$175M

n/a

2015

Feb 10, 2016

$372M

$285M

n/a

2014

Jan 30, 2015

$539M

$441M

n/a

2013

Feb 20, 2014

$567M

$493M

n/a

2012

Feb 12, 2013

$633M

$563M

n/a

2011

Mar 22, 2012

$468M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$249M

$255M

-2.4%

$255M

-0.8%