Heitman International Real Estate Securities Pty Limited (Melbourne)


Heitman International Real Estate Securities Pty Limited is an adviser based in Melbourne. It has been registered with the SEC as an adviser since 2010.

Heitman International Real Estate Securities Pty Limited provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Heitman International Real Estate Securities Pty Limited for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Heitman International Real Estate Securities Pty Limited

The company employs 6 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Maury Robert Tognarelli has been acting as President since 1 Jul 2010. Shamina Sneed joined the executive team most recently as the Chief Compliance Officer And Deputy General Counsel.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Heitman Llc 100% shareholder of heitman international real estate securities pty limited 1 Jul 2010 75% - 100% 36-4263867
John Risely White Director and compliance officer 1 Jul 2010 Other 5832666
Maury Robert Tognarelli Director 1 Jul 2010 Other 4340382
Timothy James Pire Director 1 Jul 2010 Other 4362752
Roger Eldon Smith Chief compliance officer & manager 1 Jul 2010 Other 1236802
Jeffrey Mak Resident director 1 Aug 2013 Other 6254355
Randall Gene Ramey Chief compliance officer 1 Jan 2014 Other 6287470
Lawrence Joseph Christensen Director & chief financial officer 1 Jan 2014 Other 6215889
Katherine Mary Sandstrom Director 1 Mar 2014 Other 4560254
Anthony Stamato Chief legal officer 1 Apr 2017 Other 6781086
Richard Joseph Gorman Chief compliance officer and deputy general counsel 1 Feb 2018 Other 6914523
Shamina Sneed Chief compliance officer and deputy general counsel 1 Jul 2019 Other 6226825

Indirect Owners

The SEC currently registers 14 indirect owners.

Name Entity Date acquired Ownership Employer ID
Omam Inc. 100% shareholder of omam (hfl) inc. 1 Aug 1993 75% - 100% 04-2714625
Omam (Hfl) Inc. Member of heitman llc (see schedule d-misc. for more information) 1 Dec 1998 50% - 75% 04-3446451
Ke I Llc Member of heitman llc (see schedule d-misc. for more information) 1 Jan 1999 50% - 75% 36-4271047
Om Group (Uk) Limited Approx 80% shareholder of om asset management plc approx 20% of om asset management plc sold to public in 10/2014 ipo 1 Jan 2003 75% - 100% 98-1095483
Old Mutual Plc 100% shareholder of om group (uk) limited 1 Jan 2003 75% - 100% 98-0347142
Ke I Llc Member of heitman llc (see schedule d-misc. for more information) 1 Jul 2010 50% - 75% 36-4271047
Old Mutual (Hfl) Inc. Member of heitman llc (see schedule d-misc. for more information) 1 Jul 2010 50% - 75% 04-3446451
Old Mutual (Us) Holdings Inc. 100% shareholder of old mutual (hfl) inc. 1 Jul 2010 75% - 100% 04-2714625
Om Group (Uk) Limited 100% shareholder of old mutual (us) holdings inc. 1 Jul 2010 75% - 100% foreign
Old Mutual Plc 100% shareholder old group (uk) limited 1 Jul 2010 75% - 100% foreign
Omam Uk Ltd 100% shareholder of omam inc. 1 Oct 2014 75% - 100% 98-1183573
Inc. Omam Us 100% shareholder of omam uk ltd 1 Oct 2014 75% - 100% 47-1121020
Om Asset Management Plc 100% shareholder of omam us, inc. 1 Oct 2014 75% - 100% 98-1179929
Omam Uk Limited 100% shareholder of omam inc. 1 Oct 2014 75% - 100% 98-1183573

Based in Melbourne

The principal office where Heitman International Real Estate Securities Pty Limited performs its advisory services is located at 161 Collins Street, Melbourne, Vic 3000, 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 613-9070-9390. The normal business hours are 8:30 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at heitman.com.

Registered investment advisers similar to Heitman International Real Estate Securities Pty Limited