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EDGAR Verified
Primary Source · SEC.gov

HEITMAN AMERICA REAL ESTATE TRUST (PF #1), L.P.

CIK 0001582314Fund Vehicle2025 vintage506(b), 3(c)
HEITMAN AMERICA REAL ESTATE TRUST (PF #1), L.P.

Raised

$124M

Investors

3

Min Invest

$50,632,911

AltStreet Analysis

·

Generated from EDGAR primary sources

HEITMAN AMERICA REAL ESTATE TRUST (PF #1), L.P. is a Delaware limited partnership filed under exemptions 506(b) and 3(c) that has raised $124.3M from 3 investors. The offering requires a minimum investment of $50.6M and is managed by a team of six executive officers including Maury Tognarelli, Thomas McCarthy, and Blaise Keane. This is an amended filing for a pooled investment fund focused on real estate.

This real estate pooled investment fund operates in the ultra-high-net-worth institutional segment with a $50.6M minimum investment, significantly above typical 506(b) real estate funds. The combination of 3(c) exemption with 506(b) indicates a private fund structure targeting institutional or ultra-high-net-worth family office capital, consistent with institutional real estate fund norms.

Data Flags

minimum_investmentExtremely high minimum investment of $50.6M represents 40.7% of total capital raised, suggesting this is effectively a three-investor institutional vehicle
investor_countOnly 3 investors with $124.3M raised yields an average investment of $41.4M per investor, indicating concentrated institutional capital
generalNo first sale date disclosed despite $124.3M already raised in an amended filing

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001582314
Entity NameHEITMAN AMERICA REAL ESTATE TRUST (PF #1), L.P.
Exemption506(b), 3(c)
First Sale Date—
Filing DateJune 20, 2025
Accession Number0001315863-25-000470
Total Amount Sold$124M
Total Investors3
Minimum Investment$50,632,911
Securities TypeEquity, Pooled Investment Fund
State of IncorporationNot specified
Amendment CountOriginal filing only

Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

MAURY TOGNARELLI

Executive Officer · CHICAGO, IL

THOMAS MCCARTHY

Executive Officer · CHICAGO, IL

BLAISE KEANE

Executive Officer · CHICAGO, IL

LEWIS INGALL

Executive Officer · CHICAGO, IL

PETE FAWCETT

Executive Officer · CHICAGO, IL

AMY KRASS

Executive Officer · CHICAGO, IL

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. AltStreet analysis (summaries, flags, category context) is generated by Claude from this primary source data and reviewed for accuracy. Platform-provided information (if present) is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. EDGAR data is verified read-only — platforms may request factual corrections for demonstrable inaccuracies by contacting research@altstreet.investments. This page does not constitute investment advice.