Heitman International Llc
- Regulatory AUM
- $352M
- Discretionary
- $352M
- Clients
- 7
- Avg AUM / client
- $50.3M
- Accounts
- 2
- Employees
- 149
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $203M | 57.7% |
| Pension and profit sharing plans | 2 | $149M | 42.3% |
| Corporations and other businesses | 1 | — | — |
People (12)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Black, Gordon, Cary | Manager And Senior Managing Director | Apr 1999 (27y) | Less than 5% | |
| Tognarelli, Maury, Robert | Manager And Chief Executive Officer | Apr 1999 (27y) | Less than 5% | |
| Schwartz, Harold, Alan | Managing Director | Nov 2001 (25y) | Less than 5% | |
| Kiura, Takayuki | Managing Director | Jan 2005 (22y) | Less than 5% | |
| Ingall, Lewis, Steven | Executive Vice President | Jul 2007 (19y) | Less than 5% | |
| Christensen, Lawrence, Joseph | Manager, Chief Financial Officer, Treasurer And Secretary | Jan 2014 (13y) | Less than 5% | |
| Cavé, Sébastian, Frédéric Herbert | Managing Director | Mar 2016 (10y) | Less than 5% | |
| Stamato, Anthony | Head Of Compliance, Senior Managing Director And Chief Legal Officer | Apr 2017 (9y) | Less than 5% | |
| Smedley, Anthony, Peter | Managing Director | Feb 2018 (9y) | Less than 5% | |
| Choi, Yun, Jung | Executive Vice President | Mar 2019 (7y) | Less than 5% | |
| Mercer, Caleb, Douglas Burnett | Managing Director | Jun 2019 (7y) | Less than 5% | |
| Nishimura, Akira | Managing Director | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Heitman Llc | Sole Member Of Heitman International Llc | Apr 1999 | 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) | 03/27/2026 | 2.15 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
- • Fixed fees
- • Performance-based fees
- • Other fees
- • ACQ,DISP,FINANCING, DEVLPMT SUPERVSRY,RE ORIGNATN FEES,SERVICING
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports having 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 27, 2026.
View current Form ADV (SEC/IAPD) ↗