Heitman International Real Estate Securities Pty Limited
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 135
AUM over time
Annual snapshots from Form ADV filings · as of Mar 28, 2026
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tognarelli, Maury, Robert | Director And Chief Executive Officer | Jul 2010 (16y) | Less than 5% | |
| Mak, Jeffrey | Resident Director | Aug 2013 (13y) | Less than 5% | |
| Christensen, Lawrence, Joseph | Director And Chief Financial Officer | Jan 2014 (13y) | Less than 5% | |
| Stamato, Anthony | Senior Managing Director, Chief Legal Officer, Head Of Compliance And Chief Compliance Officer | Apr 2017 (9y) | Less than 5% | |
| Titchkosky, Beau | Director | Aug 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Heitman Llc | 100% Shareholder Of Heitman International Real Estate Securities Pty Limited | Jul 2010 | A | 75% or more |
| Ke I Llc | Member Of Heitman Llc | Jan 1999 | B | ≈ 56.25% – 100% via Heitman Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ke I Llc: 75% – 100% of Heitman Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/28/2026 | 1.87 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 28, 2026.
View current Form ADV (SEC/IAPD) ↗