HEITMAN INTERNATIONAL REAL ESTATE SECURITIES PTY LIMITED
Adviser information for HEITMAN INTERNATIONAL REAL ESTATE SECURITIES PTY LIMITED last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Australia |
Employees
| Total Number of Employees | 147 |
|---|---|
| Investment Advisory/Research | 42 |
| Registered Broker-Dealer Representatives | 14 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Broker-dealer |
Identifiers
| SEC RIA File Number | 801-71793 |
|---|---|
| SEC ERA File Number | 801-71793 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 154476 |
| Legal Entity Identifier | 549300TXG6CONE9YL281 |
Principal Office
L33, 360 COLLINS STREETMELBOURNE
Australia
Monday - Friday, 8:30 AM - 4:00 PM
Tel: 613-9119-5606, Fax: None
Chief Compliance Officer
ANTHONY STAMATO
SENIOR MANAGING DIRECTOR, CHIEF LEGAL OFFICER, HEAD OF COMPLIANCE AND CHIEF COMPLIANCE OFFICER
110 NORTH WACKER DRIVE
SUITE 4000
CHICAGO
IL
United States
Tel:
312-849-4158
Fax:
312-849-4187
A**************@**********M
(Full email address available in API data)
Regulatory Contact
MOLLY NELSON
SVP, DEPUTY GENERAL COUNSEL, HEAD OF COMPLIANCE - PUBLIC SECURITIES & OPERATIONS
110 NORTH WACKER DRIVE
SUITE 4000
CHICAGO
IL
United States
Tel:
312-912-6658
Fax:
312-629-5840
M***********@**********M
(Full email address available in API data)
Industry Affiliates
| HAPI I, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| HEITMAN AMERICA REAL ESTATE TRUST, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| HEITMAN CAPITAL MANAGEMENT LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| HEITMAN CORE REAL ESTATE DEBT INCOME TRUST, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| HEITMAN EUROPE VALUE PARTNERS FUND GP | Sponsor, GP, manager of pooled investment vehicles |
| HEITMAN EUROPEAN RESIDENTIAL INVESTMENT GP | Sponsor, GP, manager of pooled investment vehicles |
| HEITMAN GLOBAL REAL ESTATE PARTNERS GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| HEITMAN INTERNATIONAL HK LIMITED | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| HEITMAN INTERNATIONAL LLC | Other investment adviser, including financial plannersSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
| HEITMAN INTERNATIONAL REAL ESTATE SECURITIES UK LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| HEITMAN LIFE STORAGE PARTNERS CO-INVESTMENT GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HEITMAN REAL ESTATE DEBT PARTNERS II LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| HEITMAN REAL ESTATE DEBT PARTNERS III, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| HEITMAN REAL ESTATE SECURITIES LLC | Other investment adviser, including financial planners |
| HEITMAN SECURITIES LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| HEITMAN UK LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| HEITMAN VALUE PARTNERS III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HEITMAN VALUE PARTNERS IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HEITMAN VALUE PARTNERS V, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HEPP IV MANAGEMENT COMPANY SARL | Sponsor, GP, manager of pooled investment vehicles |
| RED ARROW I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HEITMAN LLC | Domestic Entity | – | 100% SHAREHOLDER OF HEITMAN INTERNATIONAL REAL ESTATE SECURITIES PTY LIMITED | 07/2010 | > 75% |
| KE I LLC | Domestic Entity | HEITMAN LLC | MEMBER OF HEITMAN LLC | 01/1999 | > 75% |
| TOGNARELLI, MAURY, ROBERT | Individual | – | DIRECTOR AND CHIEF EXECUTIVE OFFICER | 07/2010 | < 5% |
| MAK, JEFFREY | Individual | – | RESIDENT DIRECTOR | 08/2013 | < 5% |
| CHRISTENSEN, LAWRENCE, JOSEPH | Individual | – | DIRECTOR AND CHIEF FINANCIAL OFFICER | 01/2014 | < 5% |
| STAMATO, ANTHONY | Individual | – | SENIOR MANAGING DIRECTOR, CHIEF LEGAL OFFICER, HEAD OF COMPLIANCE AND CHIEF COMPLIANCE OFFICER | 04/2017 | < 5% |
| TITCHKOSKY, BEAU | Individual | – | DIRECTOR | 08/2023 | < 5% |