Heitman International Hk Limited
- Regulatory AUM
- $432M
- Discretionary
- $426M
- Clients
- 16
- Avg AUM / client
- $27.0M
- Accounts
- 11
- Employees
- 123
AUM over time
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $33.3M | 7.71% |
| Pooled investment vehicles (non-investment companies) | 8 | $287M | 66.4% |
| State or municipal government entities | 1 | $50.6M | 11.7% |
| Sovereign wealth funds and foreign official institutions | 2 | — | — |
| Corporations and other businesses | 4 | $61.4M | 14.2% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christensen, Lawrence, Joseph | Director And Chief Financial Officer | Jun 2013 (13y) | Less than 5% | |
| Schwartz, Harold, Alan | Director | Jun 2013 (13y) | Less than 5% | |
| Tognarelli, Maury, Robert | Ceo Director | Jun 2013 (13y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Heitman Llc | 100% Shareholder Of Heitman International Hk Limited | Jun 2013 | 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) | 04/01/2026 | 2.11 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: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗