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Heitman Institutional Realty Advisors, L.P. (Chicago)


Heitman Institutional Realty Advisors, L.P. is a pension cosultant based in Chicago. It manages $665.39 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003.

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Heitman Institutional Realty Advisors provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Heitman Institutional Realty Advisors: assets under management

The assets under management (AUM) of Heitman Institutional Realty Advisors, L.P. is $665.39 thousand. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Heitman Institutional Realty Advisors, L.P. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Heitman Llc 100% owner 1 Jul 1980 75% - 100% 36-4263867
Old Mutual (Us) Holdings Inc. 100% shareholder 1 Aug 1993 75% - 100% 04-2714625
Heitman Financial Ltd. Managing member 1 Dec 1998 75% - 100% 04-3446451
Old Mutual (Hfl) Inc. Member of heitman llc (see schedule d - misc. for further information) 1 Dec 1998 50% - 75% 04-3446451
Ke I Llc Member of heitman llc (see schedule d - misc. for further information) 1 Jan 1999 50% - 75% 36-4271047
Old Mutual Plc 100% shareholder 1 Jan 2003 75% - 100% foreign
Om Group (Uk) Limited 100% shareholder 1 Jan 2003 75% - 100% foreign

Based in Chicago

The principal office where Heitman Institutional Realty Advisors, L.P. performs its advisory services is located at 191 N. Wacker Drive, Chicago, IL 60606 1615, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312 855-5700 or by fax 312 541-6789. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.heitman.com.


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