Heitman International LLC

RIASEC RegisteredEst. 2015
Total AUM
$352M
Discretionary
$352M
100% of AUM
Avg account
$176M
Accounts
2
Employees
149
Advisory reps
11

Firm details

Headquarters
London,
CRD number
170707
Registered since
January 2, 2015
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles57.67%
  • Pension & Profit Sharing Plans42.33%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Heitman International LLC is a limited liability company that operates as a real estate-focused investment adviser to institutional clients. The firm, SEC-registered since 2015, provides portfolio management for pooled investment vehicles and for businesses or institutional accounts. It serves primarily institutional investors, charges a mix of percentage-of-AUM, fixed, and performance-based fees (plus other fee components), and reports that it does not position itself as an active ESG investor. In addition to advisory roles, Heitman International LLC is affiliated with a range of industry functions: broker-dealer relationships, other registered investment adviser activities, CPO/CTA roles, and sponsor or GP/manager duties for pooled investment vehicles and limited partnerships. The firm is not designated as a multi-state adviser and identifies as neither a capital allocator nor a pension consultant.

Assets & Accounts

Investments & Alternatives

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: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • Maury Tognarelli

    Maury Tognarelli

    Chief Executive OfficerCRD 4340382

  • Lawrence Christensen

    Lawrence Christensen

    CFOCRD 6215889

  • Anthony Stamato

    Anthony Stamato

    Chief Legal OfficerCRD 6781086

Contacts

3 of 8
  • Sébastian Cavé

    Sébastian Cavé

    Managing Director, GermanyCRD 7061593

  • Yun Choi

    Yun Choi

    Managing DirectorCRD 7060687

  • Christopher Shapley

    Christopher Shapley

    Senior Vice President, ControllerCRD 6392914

Unlock 5 more contacts

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

London, null

Location

London, null

Headquartered in London, null.

Address
8 Hanover St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth