AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.2 |
| Institutional | $0.1 |
| Total | $0.3 |
| 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
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.1 |
| 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% | $0.1 |
| Total | 100% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| HEITMAN CAPITAL MANAGEMENT LLC | $8.4 | 105480 | |
| HEITMAN REAL ESTATE SECURITIES LLC | $1.9 | 107134 | |
| HEITMAN INTERNATIONAL HK LIMITED | $0.4 | 170550 | |
| HEITMAN VALUE PARTNERS IV, LLC | $0.0 | - | |
| HEPP IV MANAGEMENT COMPANY SARL | $0.0 | - | |
| HEITMAN VALUE PARTNERS III, LLC | $0.0 | - | |
| HAPI I, LLC | $0.0 | - | |
| HEITMAN INTERNATIONAL REAL ESTATE SECURITIES PTY LIMITED | $0.0 | broker-dealer | 154476 |
| HEITMAN VALUE PARTNERS V, LLC | $0.0 | - | |
| HEITMAN REAL ESTATE DEBT PARTNERS II, LLC | $0.0 | - | |
| HEITMAN GLOBAL REAL ESTATE PARTNERS GP, LLC | $0.0 | - | |
| HEITMAN EUROPEAN RESIDENTIAL INVESTMENT GP | $0.0 | - | |
| HEITMAN AMERICA REAL ESTATE TRUST, LLC | $0.0 | - | |
| HEITMAN INTERNATIONAL REAL ESTATE SECURITIES UK LIMITED | $0.0 | broker-dealer | - |
| 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 | - | |
| HEITMAN SECURITIES LLC | $0.0 | broker-dealer | 13620 |
| HEITMAN REAL ESTATE DEBT PARTNERS III, LLC | $0.0 | - | |
| HEITMAN LIFE STORAGE PARTNERS CO-INVESTMENT GP, LLC | $0.0 | - | |
| HEITMAN UK LIMITED | $0.0 | broker-dealer | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
14 active
| Name | Title |
|---|---|
| KIURA, TAKAYUKI | MANAGING DIRECTOR |
| TOGNARELLI, MAURY, ROBERT | MANAGER AND CHIEF EXECUTIVE OFFICER |
| INGALL, LEWIS, STEVEN | EXECUTIVE VICE PRESIDENT |
| BLACK, GORDON, CARY | MANAGER AND SENIOR MANAGING DIRECTOR |
| CHRISTENSEN, LAWRENCE, JOSEPH | MANAGER, CHIEF FINANCIAL OFFICER, TREASURER AND SECRETARY |
| STAMATO, ANTHONY | HEAD OF COMPLIANCE, SENIOR MANAGING DIRECTOR AND CHIEF LEGAL OFFICER |
| SMEDLEY, ANTHONY, PETER | MANAGING DIRECTOR |
| CAVÉ, SÉBASTIAN, FRÉDÉRIC HERBERT | MANAGING DIRECTOR |
| CHOI, YUN, JUNG | EXECUTIVE VICE PRESIDENT |
| NISHIMURA, AKIRA | MANAGING DIRECTOR |
| MERCER, CALEB, DOUGLAS BURNETT | MANAGING DIRECTOR |
| SCHWARTZ, HAROLD, ALAN | MANAGING DIRECTOR |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.3 | $0.0 | 0% | 149 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 149 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 0% | 159 | -10 | -6% |
| 2023-04-04 | $0.0 | $0.0 | 0% | 143 | 6 | 4% |
| 2022-04-01 | $0.0 | $0.0 | 0% | 136 | 13 | 10% |
| 2021-04-05 | $0.0 | $0.0 | 0% | 136 | 13 | 10% |
| 2020-04-01 | $0.0 | $0.0 | 0% | 136 | 13 | 10% |
| 2019-04-01 | $0.0 | $0.0 | 0% | 81 | 68 | 84% |
| 2018-04-02 | $0.0 | $0.0 | 0% | 83 | 66 | 80% |
| 2017-04-01 | $0.0 | $0.0 | 0% | 78 | 71 | 91% |
| 2016-04-01 | $0.0 | $0.0 | 0% | 66 | 83 | 126% |
| 2015-04-01 | $0.0 | $0.0 | 0% | 60 | 89 | 148% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV