Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Heitman Capital Management LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
HEITMAN LLCDirect owner · Schedule AInterest in HEITMAN CAPITAL MANAGEMENT LLC
75%+
KE I LLCIndirect owner · Schedule BInterest in HEITMAN LLC
75%+
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Heitman Capital Management LLC.
Reported ownership and control details
Form ADV · Filing date 2026-03-27 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | HEITMAN LLCSOLE MEMBER OF HEITMAN CAPITAL MANAGEMENT LLCDomestic entity | HEITMAN CAPITAL MANAGEMENT LLC | 75% or moreCode E | Yes | SOLE MEMBER OF HEITMAN CAPITAL MANAGEMENT LLC07/1980 | Schedule APDF page 85 |
| 2 | THOMAS DONOVAN MCCARTHYMANAGER, SENIOR MANAGING DIRECTOR, AND SECRETARYIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | MANAGER, SENIOR MANAGING DIRECTOR, AND SECRETARY12/1994 | Schedule APDF page 85 |
| 3 | MAURY ROBERT TOGNARELLIMANAGER, AND PRESIDENTIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | MANAGER, AND PRESIDENT07/1997 | Schedule APDF page 85 |
| 4 | JOHN ADDISON CLEMENTEXECUTIVE VICE PRESIDENTIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | EXECUTIVE VICE PRESIDENT01/1999 | Schedule APDF page 85 |
| 5 | DWIGHT PORTER FAWCETTMANAGING DIRECTORIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | MANAGING DIRECTOR01/1999 | Schedule APDF page 85 |
| 6 | LEWIS STEVEN INGALLEXECUTIVE VICE PRESIDENTIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | EXECUTIVE VICE PRESIDENT01/1999 | Schedule APDF page 85 |
| 7 | BLAISE PAUL KEANEEXECUTIVE VICE PRESIDENTIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | EXECUTIVE VICE PRESIDENT01/2002 | Schedule APDF page 85 |
| 8 | GORDON CARY BLACKEXECUTIVE VICE PRESIDENTIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | EXECUTIVE VICE PRESIDENT08/2004 | Schedule APDF page 85 |
| 9 | GREGORY STEVEN LEADHOLMEXECUTIVE VICE PRESIDENTIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | EXECUTIVE VICE PRESIDENT04/2007 | Schedule APDF page 85 |
| 10 | DAVID RUSSELL MAKIEXECUTIVE VICE PRESIDENTIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | EXECUTIVE VICE PRESIDENT01/2014 | Schedule APDF page 85 |
| 11 | LAWRENCE JOSEPH CHRISTENSENMANAGER, CHIEF FINANCIAL OFFICER, TREASURER & ASSISTANT SECRETARYIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | MANAGER, CHIEF FINANCIAL OFFICER, TREASURER & ASSISTANT SECRETARY03/2014 | Schedule APDF page 85 |
| 12 | BRIAN PIERACCIMANAGING DIRECTOR, HEAD OF PRIVATE EQUITY NORTH AMERICAIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | MANAGING DIRECTOR, HEAD OF PRIVATE EQUITY NORTH AMERICA03/2017 | Schedule APDF page 85 |
| 13 | JENNIFER LEE BOSSEXECUTIVE VICE PRESIDENTIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | EXECUTIVE VICE PRESIDENT03/2017 | Schedule APDF page 85 |
| 14 | ANTHONY FERRANTEEXECUTIVE VICE PRESIDENTIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | EXECUTIVE VICE PRESIDENT03/2017 | Schedule APDF page 85 |
| 15 | ANTHONY STAMATOSENIOR MANAGING DIRECTOR, CHIEF LEGAL OFFICERIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | SENIOR MANAGING DIRECTOR, CHIEF LEGAL OFFICER04/2017 | Schedule APDF page 85 |
| 16 | TIMOTHY PODBOYMANAGING DIRECTORIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | MANAGING DIRECTOR09/2019 | Schedule APDF page 85 |
| 17 | THOMAS PATRICK KELLYEXECUTIVE VICE PRESIDENTIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | EXECUTIVE VICE PRESIDENT03/2022 | Schedule APDF page 85 |
| 18 | JONATHAN LYNN LINDELLEXECUTIVE VICE PRESIDENTIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | EXECUTIVE VICE PRESIDENT12/2020 | Schedule APDF page 85 |
| 19 | David BuskoEXECUTIVE VICE PRESIDENTIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | EXECUTIVE VICE PRESIDENT09/2022 | Schedule APDF page 85 |
| 20 | ASHISH KARAMCHANDANIEXECUTIVE VICE PRESIDENTIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | EXECUTIVE VICE PRESIDENT09/2022 | Schedule APDF page 85 |
| 21 | Michael TrenchEXECUTIVE VICE PRESIDENT, CO- PORTFOLIO MANAGERIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | EXECUTIVE VICE PRESIDENT, CO- PORTFOLIO MANAGER02/2023 | Schedule APDF page 85 |
| 22 | MAIKO EMI ADACHIMANAGING DIRECTOR & CO-HEAD OF GLOBAL INVESTMENT RESEARCHIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | MANAGING DIRECTOR & CO-HEAD OF GLOBAL INVESTMENT RESEARCH01/2025 | Schedule APDF page 85 |
| 23 | JEFFREY SCOTT BINGHAMMANAGING DIRECTOR & CO-HEAD OF GLOBAL INVESTMENT RESEARCHIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | MANAGING DIRECTOR & CO-HEAD OF GLOBAL INVESTMENT RESEARCH01/2025 | Schedule APDF page 85 |
| 24 | CHRISTOPHER ROBERT SHAPLEYCHIEF COMPLIANCE OFFICERIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | CHIEF COMPLIANCE OFFICER01/2026 | Schedule APDF page 85 |
| 25 | AMY KRASSEXECUTIVE VICE PRESIDENT, ASSISTANT PORTFOLIO MANAGERIndividual | HEITMAN CAPITAL MANAGEMENT LLC | Less than 5%Code NA | Yes | EXECUTIVE VICE PRESIDENT, ASSISTANT PORTFOLIO MANAGER03/2025 | Schedule APDF page 85 |
| 26 | KE I LLCMEMBER OF HEITMAN LLCDomestic entity | HEITMAN LLC | 75% or moreCode E | Yes | MEMBER OF HEITMAN LLC01/1999 | Schedule BPDF page 86 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 3/27/2026 10:52:01 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.