Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform

Broker-dealer firm · Melbourne, Australia

Heitman International Real Estate Securities PTY Limited

SEC-registered investment adviser · CRD 154476 · SEC 801-71793

At a glance

Heitman International Real Estate Securities PTY Limited is an SEC-registered investment adviser based in Melbourne, Australia, with $0 in regulatory assets under management as of its Form ADV filed March 28, 2026. By Form ADV it is a broker-dealer firm, ranked 386th of 391 broker-dealer firms and 17,106th of 17,210 SEC-registered advisers by assets.

Main office +61396539351heitman.comLinkedInAs filed on Form ADV

Regulatory AUM
$0M
Rank among broker-dealer firms
#386 of 391
Rank among all SEC RIAs
#17,106 of 17,210
Clients
0
Accounts
0
Discretionary
0% of AUM
Employees
135
Advisory staff
37
Offices
7

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Heitman International Real Estate Securities PTY Limited’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Hybrid RIA

Heitman International Real Estate Securities PTY Limited is a hybrid RIA: 14 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Heitman Securities LLC and Heitman UK Limited.

Other hybrid RIAs

Disciplinary disclosures

Heitman International Real Estate Securities PTY Limited reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management

Form ADV and brochures on the SEC’s adviser search ↗heitman.com ↗

AtlasMembers

The full record on Heitman International Real Estate Securities PTY Limited

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
Locked
Growth over one, three and five years
Locked
Rank against 28 peers of its type and size
Locked
Owners and executives, with titles and stakes
6 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Heitman International Real Estate Securities PTY Limited manage?

Heitman International Real Estate Securities PTY Limited reports $0 in regulatory assets under management, on its Form ADV filed March 28, 2026.

What kind of firm is Heitman International Real Estate Securities PTY Limited?

Heitman International Real Estate Securities PTY Limited is a broker-dealer firm by its Form ADV answers. The firm is itself registered as a broker-dealer as well as an investment adviser.

Does Heitman International Real Estate Securities PTY Limited have any disciplinary history?

Heitman International Real Estate Securities PTY Limited reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Heitman International Real Estate Securities PTY Limited’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →