HEITMAN REAL ESTATE SECURITIES LLC

RIASEC RegisteredEst. 1995

Total AUM

$1.8B

Discretionary

$1.8B

100% of AUM

Avg account

$67.5M

Accounts

Employees

141

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 107134
Registered since: January 24, 1995
Website: www.heitman.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, FIFTH THIRD SECURITIES, INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles35.88%
State / Municipal Government35.1%
Pension & Profit Sharing Plans14.47%
Investment Companies7.59%
Corporations / Businesses6.97%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Heitman Real Estate Securities LLC is an SEC-registered real estate–focused investment firm organized as an LLC and in operation since 1995. The firm positions itself as a manager for institutional clients, operating under a fee model that combines a percentage of assets under management with performance-based fees. Its advisory scope spans separately managed accounts, pooled vehicles and investment companies, and includes selection of other advisers; the firm also acts as a sponsor or managing member for certain pooled investment vehicles. Heitman Real Estate Securities does not identify as an active ESG investor.