AltStreet
EDGAR Verified
Primary Source · SEC.gov

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

CIK 0001582314Fund Vehicle2025 vintage506(b), 3(c)

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 filing under Rule 506(b) and Section 3(c) exemptions. This amended filing reports $124.3 million raised from 3 investors, with a minimum investment of $50.6 million. The entity operates as a pooled investment fund in the real estate sector, with six executive officers including Maury Tognarelli, Thomas McCarthy, and Blaise Keane.

This real estate fund exhibits institutional characteristics typical of private funds with 506(b) exemptions: a small investor count, high minimum investment threshold exceeding $50 million, and no general solicitation. The minimum investment level places this offering firmly in the institutional or ultra-high-net-worth segment, well above typical real estate syndication minimums of $25K–$500K.

Data Flags

minimum investmentMinimum investment of $50.6M represents 40.7% of total amount sold ($124.3M), indicating each investor commitment approaches or exceeds the stated minimum floor
investor compositionAverage investment per investor is $41.4M across 3 investors, suggesting concentrated institutional capital with potentially uneven check sizes given the $50.6M stated minimum

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

Is this your offering?

Claim this profile to add contact information, team members, LinkedIn profiles, fund history, and additional financial data. EDGAR-sourced data and AltStreet analysis cannot be edited, but corrections can be requested for verifiable inaccuracies.

Claim Profile — FreeGet Verified — $2,400/yr

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. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.