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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

HEITMAN ENDOWMENT ADVISORS, L.P.

CRD 105483

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6575453a-13c8-01ed-7380-02c1fdc31ba2

Data as of Mar 30, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Mar 30, 2012
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $368,640Item 5.F on the latest filing (2012-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $368,640
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 1
Custody, client assets: $368,640
SEC number: 801-26953
CRD: 105483
Filings on the tape: 1
First filed: Mar 30, 2012
Latest filed: Mar 30, 2012
Organised: Partnership, Illinois

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HEITMAN CAPITAL MANAGEMENT LLC	GENERAL PARTNER	D	yes	12/1994	Mar 30, 2012	Mar 30, 2012
KE I LLC	MEMBER OF HEITMAN LLC (SEE SCHEDULE D - MISC. FOR FURTHER INFORMATION)	D	yes	01/1999	Mar 30, 2012	Mar 30, 2012
OLD MUTUAL (HFL) INC.	MEMBER OF HEITMAN LLC (SEE SCHEDULE D - MISC. FOR FURTHER INFORMATION)	D	yes	12/1998	Mar 30, 2012	Mar 30, 2012
OLD MUTUAL (US) HOLDINGS INC.	100% SHAREHOLDER OF OLD MUTUAL (HFL) INC.	E	yes	08/1993	Mar 30, 2012	Mar 30, 2012
OLD MUTUAL PLC	100% SHAREHOLDER OF OM GROUP (UK) LIMITED	E	yes	01/2003	Mar 30, 2012	Mar 30, 2012
OM GROUP (UK) LIMITED	100% SHAREHOLDER OF OLD MUTUAL (US) HOLDINGS INC.	E	yes	01/2003	Mar 30, 2012	Mar 30, 2012
SMITH, ROGER, ELDON	CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER	Na	yes	07/2004	Mar 30, 2012	Mar 30, 2012
HEITMAN INSTITUTIONAL REALTY ADVISORS LLC	LIMITED PARTNER	C	no	01/1985	Mar 30, 2012	Mar 30, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HEITMAN CAPITAL MANAGEMENT LLC	n/a	Asset manager	$6.1B	Y	yes	IL
OLD MUTUAL CAPITAL, INC.	n/a	Former SEC adviser	$2.3B	N	no	n/a
HEITMAN REAL ESTATE SECURITIES LLC	n/a	Other adviser	$1.8B	N	yes	n/a
HEITMAN INTERNATIONAL REAL ESTATE SECURITIES GMBH	n/a	Former SEC adviser	$854M	N	yes	n/a
HEITMAN INSTITUTIONAL ADVISORS	n/a	Former SEC adviser	$301,772	N	yes	n/a
HEITMAN INTERNATIONAL REAL ESTATE SECURITIES PTY LIMITED	n/a	No RAUM reported	$0	N	yes	n/a
HEITMAN INTERNATIONAL LLC	n/a	n/a	n/a	N	yes	n/a
HEITMAN SECURITIES LLC	n/a	n/a	n/a	N	yes	n/a
HEITMAN UK LIMITED	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 30, 2012	$368,640	$368,640	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$368,640	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Affiliated with (6)

→ HEITMAN CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, pooled vehicle sponsor, control, common control
factForm ADV
→ HEITMAN INSTITUTIONAL ADVISORSRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ HEITMAN REAL ESTATE SECURITIES LLCRegistered adviserother investment adviser, common control
factForm ADV
→ OLD MUTUAL CAPITALRegistered adviserother investment adviser, pooled vehicle sponsor
factForm ADV
→ HEITMAN INTERNATIONAL REAL ESTATE SECURITIES GMBHRegistered adviserother investment adviser, common control
factForm ADV
→ HEITMAN INTERNATIONAL REAL ESTATE SECURITIES PTY LIMITEDRegistered adviserother investment adviser, common control
factForm ADV

Controls (5)

← HEITMAN CAPITAL MANAGEMENT LLCOwnerGENERAL PARTNER, ownership code D, domestic entity
Mar 30, 2012 to presentfactForm ADV
← SMITH, ROGER, ELDONOwnerCHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← KE I LLCOwnerMEMBER OF HEITMAN LLC (SEE SCHEDULE D - MISC. FOR FURTHER INFORMATION), ownership code D, domestic entity
Mar 30, 2012 to presentfactForm ADV
← OLD MUTUAL (HFL) INC.OwnerMEMBER OF HEITMAN LLC (SEE SCHEDULE D - MISC. FOR FURTHER INFORMATION), ownership code D, domestic entity
Mar 30, 2012 to presentfactForm ADV
← OM GROUP (UK) LIMITEDOwner100% SHAREHOLDER OF OLD MUTUAL (US) HOLDINGS INC., ownership code E, foreign entity
Mar 30, 2012 to presentfactForm ADV

Owns (1)

← HEITMAN INSTITUTIONAL REALTY ADVISORS LLCOwnerLIMITED PARTNER, ownership code C, domestic entity
Mar 30, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6575453a-13c8-01ed-7380-02c1fdc31ba2
First observed: Mar 30, 2012
Last observed: Mar 30, 2012 176 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HEITMAN ENDOWMENT ADVISORS, L.P.

CRD 105483

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6575453a-13c8-01ed-7380-02c1fdc31ba2

Data as of Mar 30, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:27 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HEITMAN CAPITAL MANAGEMENT LLC

GENERAL PARTNER

yes

12/1994

Mar 30, 2012

KE I LLC

MEMBER OF HEITMAN LLC (SEE SCHEDULE D - MISC. FOR FURTHER INFORMATION)

yes

01/1999

Mar 30, 2012

OLD MUTUAL (HFL) INC.

MEMBER OF HEITMAN LLC (SEE SCHEDULE D - MISC. FOR FURTHER INFORMATION)

yes

12/1998

Mar 30, 2012

OLD MUTUAL (US) HOLDINGS INC.

100% SHAREHOLDER OF OLD MUTUAL (HFL) INC.

yes

08/1993

Mar 30, 2012

OLD MUTUAL PLC

100% SHAREHOLDER OF OM GROUP (UK) LIMITED

yes

01/2003

Mar 30, 2012

OM GROUP (UK) LIMITED

100% SHAREHOLDER OF OLD MUTUAL (US) HOLDINGS INC.

yes

01/2003

Mar 30, 2012

SMITH, ROGER, ELDON

CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER

yes

07/2004

Mar 30, 2012

HEITMAN INSTITUTIONAL REALTY ADVISORS LLC

LIMITED PARTNER

01/1985

Mar 30, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HEITMAN CAPITAL MANAGEMENT LLC

n/a

Asset manager

$6.1B

yes

OLD MUTUAL CAPITAL, INC.

n/a

Former SEC adviser

$2.3B

n/a

HEITMAN REAL ESTATE SECURITIES LLC

n/a

Other adviser

$1.8B

yes

n/a

HEITMAN INTERNATIONAL REAL ESTATE SECURITIES GMBH

n/a

Former SEC adviser

$854M

yes

n/a

HEITMAN INSTITUTIONAL ADVISORS

n/a

Former SEC adviser

$301,772

yes

n/a

HEITMAN INTERNATIONAL REAL ESTATE SECURITIES PTY LIMITED

n/a

No RAUM reported

yes

n/a

HEITMAN INTERNATIONAL LLC

n/a

yes

n/a

HEITMAN SECURITIES LLC

n/a

yes

n/a

HEITMAN UK LIMITED

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 30, 2012

$368,640

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$368,640

n/a