Sign in Sign up for free

Heitman Pra Securities Advisors LLC (Chicago)


Heitman Pra Securities Advisors LLC is a large advisory firm based in Chicago. It manages $924.96 million of regulatory assets for 614 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 46 other states.

Logo

Heitman Pra Securities Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and 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 Pra Securities Advisors: assets under management

The assets under management (AUM) of Heitman Pra Securities Advisors LLC is $924.96 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $924.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.51 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Heitman Pra Securities Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 9 indirect owners.

Name Entity Date acquired Ownership Employer ID
United Asset Management Corporation 100% shareholder of heitman financial ltd. 1 Aug 1993 75% - 100% 04-2714625
Old Mutual (Us) Holdings Inc. 100% shareholder of heitman financial ltd. 1 Aug 1993 75% - 100% 04-2714625
Heitman Financial Ltd. Sole manager of heitman financial llc 1 Dec 1998 75% - 100% 04-3446451
Old Mutual Plc 100% shareholder of united asset management corporation 1 Sep 2000 75% - 100% foreign
Old Mutual Life Assurance Co. (South Africa) Limited 8.71% shareholder of old mutual plc 1 Sep 2000 Other foreign
Old Mutual Life Holdings (South Africa) Limited 100% shareholder of old mutual life assurance co. (south africa) limited 1 Sep 2000 75% - 100% foreign
Old Mutual (South Africa) Ltd. 100% shareholder of old mutual life holdings (south africa) limited 1 Sep 2000 75% - 100% foreign
Old Mutual (Netherlands) B.V. 100% shareholder of old mutual (south africa) ltd. 1 Sep 2000 75% - 100% foreign
Om Group (Uk) Limited 100% shareholder of old mutual (netherlands) b.v. 1 Sep 2000 75% - 100% foreign

Based in Chicago

The principal office where Heitman Pra Securities Advisors LLC performs its advisory services is located at 180 N La Salle Street Ste 3600, Chicago, IL 60601, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 312-849-4150 or by fax 312-849-4141. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.heitman.com.


Registered investment advisers similar to Heitman Pra Securities Advisors LLC