HEITMAN CAPITAL MANAGEMENT LLC
Latest filing: Mar 27, 2025 (214 days ago)
AUM
$8,394,583,035
-2% change vs. 1 year ago
33% change vs. 3 years ago
66% change vs. 5 years ago
1199% change vs. 10 years ago
Employee Count
284
-3% change vs. 1 year ago
8% change vs. 3 years ago
18% change vs. 5 years ago
75% change vs. 10 years ago
Main Office
CHICAGO, IL
110 N. WACKER DRIVE, CHICAGO, IL, UNITED STATES, 60606
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $6.5 |
| Non-Discretionary | $1.9 |
| Total | $8.4 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $6.2 |
| Institutional | $2.2 |
| Total | $8.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.2 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $2.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 100% | $2.2 |
| Total | 100% | $2.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| HEITMAN REAL ESTATE SECURITIES LLC | $1.9 | 107134 | |
| HEITMAN INTERNATIONAL HK LIMITED | $0.4 | 170550 | |
| HEITMAN INTERNATIONAL LLC | $0.3 | 170707 | |
| HEITMAN CORE REAL ESTATE DEBT INCOME TRUST, LLC | $0.0 | - | |
| RED ARROW I GP, LLC | $0.0 | - | |
| HEITMAN EUROPE VALUE PARTNERS FUND GP | $0.0 | - | |
| HAPI I, LLC | $0.0 | - | |
| HEITMAN VALUE PARTNERS IV, LLC | $0.0 | - | |
| HEITMAN INTERNATIONAL REAL ESTATE SECURITIES PTY LIMITED | $0.0 | broker-dealer | 154476 |
| HEITMAN AMERICA REAL ESTATE TRUST, LLC | $0.0 | - | |
| HEITMAN VALUE PARTNERS III, LLC | $0.0 | - | |
| HEITMAN INTERNATIONAL REAL ESTATE SECURITIES UK LIMITED | $0.0 | broker-dealer | - |
| HEPP IV MANAGEMENT COMPANY SARL | $0.0 | - | |
| HEITMAN UK LIMITED | $0.0 | broker-dealer | - |
| HEITMAN SECURITIES LLC | $0.0 | broker-dealer | 13620 |
| HEITMAN GLOBAL REAL ESTATE PARTNERS GP, LLC | $0.0 | - | |
| HEITMAN EUROPEAN RESIDENTIAL INVESTMENT GP | $0.0 | - | |
| HEITMAN REAL ESTATE DEBT PARTNERS II LLC | $0.0 | - | |
| HEITMAN VALUE PARTNERS V, LLC | $0.0 | - | |
| HEITMAN REAL ESTATE DEBT PARTNERS III, LLC | $0.0 | - | |
| HEITMAN LIFE STORAGE PARTNERS CO-INVESTMENT GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
24 active
| Name | Title |
|---|---|
| LUDGIN, MARY, KATHERINE | SENIOR MANAGING DIRECTOR |
| MCCARTHY, THOMAS, DONOVAN | MANAGER, SENIOR MANAGING DIRECTOR, AND SECRETARY |
| TOGNARELLI, MAURY, ROBERT | MANAGER, AND PRESIDENT |
| CLEMENT, JOHN, ADDISON | EXECUTIVE VICE PRESIDENT |
| FAWCETT, DWIGHT, PORTER | MANAGING DIRECTOR |
| INGALL, LEWIS, STEVEN | EXECUTIVE VICE PRESIDENT |
| KEANE, BLAISE, PAUL | EXECUTIVE VICE PRESIDENT |
| BLACK, GORDON, CARY | EXECUTIVE VICE PRESIDENT |
| LEADHOLM, GREGORY, STEVEN | EXECUTIVE VICE PRESIDENT |
| MAKI, DAVID, RUSSELL | EXECUTIVE VICE PRESIDENT |
| CHRISTENSEN, LAWRENCE, JOSEPH | MANAGER, CHIEF FINANCIAL OFFICER, TREASURER & ASSISTANT SECRETARY |
| PIERACCI, BRIAN | MANAGING DIRECTOR |
| BOSS, JENNIFER, LEE | EXECUTIVE VICE PRESIDENT |
| FERRANTE, ANTHONY | EXECUTIVE VICE PRESIDENT |
| STAMATO, ANTHONY | CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER |
| PODBOY, TIMOTHY | MANAGING DIRECTOR |
| CATERINA, RICHARD | MANAGING DIRECTOR |
| KELLY, THOMAS, PATRICK | EXECUTIVE VICE PRESIDENT |
| LINDELL, JONATHAN, LYNN | EXECUTIVE VICE PRESIDENT |
| BUSKO, DAVID | EXECUTIVE VICE PRESIDENT |
| KARAMCHANDI, ASHISH | EXECUTIVE VICE PRESIDENT |
| TRENCH, MICHAEL | EXECUTIVE VICE PRESIDENT, CO-PORTFOLIO MANAGER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $8.4 | $0.0 | 0% | 284 | 0 | 0% |
| 2025-04-21 | $8.4 | $0.0 | 0% | 284 | 0 | 0% |
| 2024-04-02 | $8.6 | -$0.2 | -2% | 294 | -10 | -3% |
| 2023-04-04 | $8.0 | $0.4 | 5% | 280 | 4 | 1% |
| 2022-04-01 | $6.3 | $2.1 | 33% | 263 | 21 | 8% |
| 2021-04-05 | $5.2 | $3.2 | 61% | 253 | 31 | 12% |
| 2020-04-01 | $5.0 | $3.3 | 66% | 240 | 44 | 18% |
| 2019-04-01 | $3.5 | $4.9 | 140% | 150 | 134 | 89% |
| 2018-04-02 | $2.3 | $6.1 | 262% | 154 | 130 | 84% |
| 2017-04-01 | $0.7 | $7.7 | 1029% | 182 | 102 | 56% |
| 2016-04-01 | $0.5 | $7.9 | 1602% | 167 | 117 | 70% |
| 2015-04-01 | $0.6 | $7.7 | 1199% | 162 | 122 | 75% |
| 2014-04-01 | $0.5 | $7.9 | 1562% | 181 | 103 | 57% |
| 2013-04-01 | $0.6 | $7.8 | 1288% | 156 | 128 | 82% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| IL, CA-06/19/1995, IL-09/23/1980 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV