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Heitman Endowment Advisors, L.P. (Chicago)


Heitman Endowment Advisors, L.P. is a related adviser based in Chicago. It manages $368.64 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003.

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Heitman Endowment Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Heitman Endowment Advisors: assets under management

The assets under management (AUM) of Heitman Endowment Advisors, L.P. is $368.64 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $368.64 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $368.64 thousand each.
Heitman Endowment Advisors has custody of $368.64 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Heitman Llc 100% owner 1 Jul 1980 75% - 100% 36-4263867
Old Mutual (Us) Holdings Inc. 100% shareholder 1 Aug 1993 75% - 100% 04-2714625
Heitman Financial Ltd. Sole manager 1 Dec 1998 75% - 100% 04-3446451
Old Mutual (Hfl) Inc. Member of heitman llc (see schedule d - misc. for further information) 1 Dec 1998 50% - 75% 04-3446451
Ke I Llc Member of heitman llc (see schedule d - misc. for further information) 1 Jan 1999 50% - 75% 36-4271047
Old Mutual Plc 100% shareholder 1 Jan 2003 75% - 100% foreign
Om Group (Uk) Limited 100% shareholder 1 Jan 2003 75% - 100% foreign

Based in Chicago

The principal office where Heitman Endowment Advisors, L.P. performs its advisory services is located at 191 N. Wacker Drive, Chicago, IL 60606 1615, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312 855-5700 or by fax 312-629-5840. The normal business hours are 9:00 a.m to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.heitman.com.


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