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, limited liability company that operates as a real estate-focused investment manager. Registered in 1995, the firm identifies as a real estate fund and serves primarily institutional clients. Its advisory remit spans portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and institutional entities, and it also performs selection-of-other-advisers work. Compensation is a mix of a percentage-of-AUM fee and performance-based fees. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser. Industry affiliations indicate the firm has roles beyond pure advisory work — including broker-dealer relationships and sponsorship or management roles in pooled investment vehicles — which aligns with a manager that both runs strategies internally and allocates to or sponsors external products.