Heitman Capital Management LLC
Answer a few questions and
get matched with an advisor.
Learn more about Heitman Capital Management LLC
Overview
Heitman Capital Management LLC is a financial advisory company headquartered in Chicago, Illinois. The firm has $8.0 billion in assets under management throughout six accounts, placing it among the biggest investment advisory firms in the country by assets under management (AUM). The company has a large group, including 185 financial advisors. Heitman Capital Management LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like equities, options and bonds.
Heitman Capital Management LLC manages three of the company's accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor makes buy and sell choices without needing the client's approval. It also manages three non-discretionary accounts totaling $1.2 billion in AUM. The company's average account size is $1.3 billion. An average advisor at Heitman Capital Management LLC manages fewer than one client account, making it one of the most personalized advisor firms in the country.
The company's main office is located at 191 N. Wacker Drive, Chicago, Illinois 60606-1615. The company is legally permitted to provide services to clients across 2 states, including California and Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Heitman Capital Management LLC by the Numbers
$8.0 billion
280
6
$1.3 billion
Fee Structure
Financial advisory fees typically are based on the services provided. However, fee types charged by the firm can be comprised of any blend of the following fee structures: asset-based, fixed, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm works with pooled investment vehicles and state or municipal government entities. Out of its six clients, Heitman Capital Management LLC's largest client type is state or municipal government entities. Around 11% of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Heitman Capital Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.