Heitman International Real Estate Securities Hk Limited is an adviser based in Central. It manages $975.9 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2013.
Heitman International Real Estate Securities Hk Limited provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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.
The assets under management (AUM) of Heitman International Real Estate Securities Hk Limited is $975.9 million. The firm's AUM has grown by 393% since the beginning of its operation, and $407.48 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Heitman International Real Estate Securities Hk 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.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Maury Robert Tognarelli is pooled investment vehicles with 10 clients and $872.54 million of assets under management. Among the 7 most similar advisory firms, Heitman International Real Estate Securities Hk Limited has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $892.85 million for 12 clients. 50% of the firm’s clients are foreign persons or businesses.
Heitman International Real Estate Securities Hk Limited doesn't advise any private funds.
The company employs 36 people that are either part- or full-time employees. 17 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 5 people 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 Feb 2012. Shamina Sneed joined the executive team most recently as the Chief Compliance Officer And Deputy General Counsel.
The principal office where Heitman International Real Estate Securities Hk Limited performs its advisory services is located at 10/F Lht Tower, Central, , 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 852-3976-6800. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at heitman.com.