HEITMAN INTERNATIONAL HK LIMITED

RIASEC RegisteredEst. 2015
Total AUM
$432M
Discretionary
$426M
99% of AUM
Avg account
$39.3M
Accounts
11
Employees
123
Advisory reps
5

Firm details

Headquarters
Central Hong Kong,
CRD number
170550
Registered since
January 2, 2015
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles66.36%
  • Corporations / Businesses14.22%
  • State / Municipal Government11.71%
  • Investment Companies7.71%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Heitman International HK Limited operates as a real estate–focused investment adviser serving institutional clients. The firm’s advisory activity centers on portfolio management for pooled investment vehicles and for businesses or institutions, and it also has roles as a sponsor or general partner of pooled vehicles. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. The firm is not designated as an active ESG investor. Investment activity shows a clear bias toward real assets and listed equity exposures. Heitman International HK Limited runs at least one dedicated real estate fund while also using exchange-traded equities and mutual funds to manage liquid exposures and tactical allocations for its mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 3
  • LAWRENCE CHRISTENSEN

    CFOCRD 6215889

  • ANTHONY STAMATO

    Chief Legal OfficerCRD 6781086

  • MAURY TOGNARELLI

    Chief Executive OfficerCRD 4340382

Contacts

2 of 2
  • CHRISTOPHER SHAPLEY

    Senior Vice President, ControllerCRD 6392914

  • Bradley FU

    Managing Director & Portfolio ManagerCRD 8037770

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Central Hong Kong, null

Location

Central Hong Kong, null

Headquartered in Central Hong Kong, null.

Address
10f Lht Tower
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth