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| Happy Holidays!! thanks for using AUM13F!! |
| Heitman Capital Management LLC
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| CRD # | 105480 |
| SEC # | 801-15473 |
| CIK # | |
| AUM | $8.4 B (2025-03-27) |
| Employees | 284 (65% Investors, 5% Brokers) |
| Phone | 312-855-5700 |
| Address | 110 N Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Heitman Real Estate Debt Partners III LP | [2024-03-27] | 806.0 | 149.4 |
| RE | Red Arrow I LP | 2023-03-31 | 54.5 | |
| HF | Heitman Global Real Estate Partners II LP | [2022-03-31] | 749.1 | 977.5 |
| HF | Heitman Real Estate Debt Partners II LP | [2021-03-31] | 300.0 | 654.1 |
| HF | Heitman Core Real Estate Debt Income Trust LP | [2018-03-29] | 2,316.5 | 2,968.4 |
| RE | Heitman Real Estate Debt Partners LP | [2015-03-31] | 110.0 | 0.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 10 | 6.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 13 | 0.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 1.4 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 8.4 |
| By Discretionary | ||
| Discretionary | 9 | 6.5 |
| Non-Discretionary | 3 | 1.9 |
| Total | 12 | 8.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 8.3 | |
| Total | 12 | 8.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Stephen Bailey | 27 | ||
| David Maki | 22 | ||
| Maury Tognarelli | 40 | ||
| Thomas McCarthy | 38 | ||
| Lewis Ingall | 31 | ||
| Lawrence Christensen | 26 | ||
| Blaise Keane | 10 | ||
| Mary Ludgin | 9 | ||
| Gregory Leadholm | 8 | ||
| Gordon Black | 7 | ||
| Dwight Fawcett | 7 | ||
| Pete Fawcett | 4 | ||
| Jonathan Lindell | 3 | ||
| Harold Schwartz | 3 | ||
| Tony Smedley | 2 | ||
| Yunjung Choi | 2 | ||
| Greg Leadholm | 2 | ||
| Jerry Claeys | 1 | ||
| Jeffrey Bingham | 1 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Heitman Capital Management LLC
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|
IL | 8.4 |
|
Heitman Real Estate Securities LLC
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|
IL | 1.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Angel Oak Capital Advisors LLC
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|
GA | 10.2 |
|
Churchill Investment Management LLC
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|
NC | 10.0 |
|
Zimmer Partners LP
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|
NY | 7.9 |
|
Gresham Investment Management LLC
✚
|
NY | 6.8 |
|
GEM Capital LP
✚
|
IL | 6.2 |
|
CBRE Global Value Investors LLC
✚
|
NY | 6.1 |
|
Prospect Ridge Advisors LLC
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|
NY | 5.4 |
|
Chenavari Credit Partners LLP
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|
5.3 | |
|
H/2 Credit Manager LP
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|
CT | 5.0 |
|
TXRE Advisers LLC
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|
TX | 4.9 |