HEITMAN CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 1980
Total AUM
$6.1B
Discretionary
$5.2B
85% of AUM
Avg account
$468M
Accounts
13
Employees
280
Advisory reps
24

Firm details

Headquarters
CHICAGO, Illinois
CRD number
105480
Registered since
September 3, 1980
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles80.31%
  • Sovereign Wealth Funds10.21%
  • State / Municipal Government8.9%
  • Corporations / Businesses0.57%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Heitman Capital Management LLC is a privately organized investment manager that combines hedge fund and real estate fund activity with institutional portfolio management. The firm is structured as a limited liability company and has been SEC-registered since 1980. Its business mix centers on managing pooled investment vehicles and providing portfolio management for businesses and institutions. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees depending on the mandate or fund. Heitman also acts in sponsor and GP roles for pooled vehicles and maintains other industry affiliations such as broker-dealer and CPO/CTA relationships. The firm is not designated as an active ESG investor on its filings.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • LAWRENCE CHRISTENSEN

    CFOCRD 6215889

  • MAURY TOGNARELLI

    Chief Executive OfficerCRD 4340382

  • ANTHONY STAMATO

    Chief Legal OfficerCRD 6781086

Contacts

3 of 21
  • GORDON BLACK

    Senior Managing Director, Private EquityCRD 4340230

  • JOHN CLEMENT

    Executive Vice PresidentCRD 4340337

  • CHRISTOPHER SHAPLEY

    Senior Vice President, ControllerCRD 6392914

Unlock 18 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
110 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth