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EDGAR Verified
Primary Source · SEC.gov

Heitman Real Estate Debt Partners II, L.P.

CIK 0001837575Fund Vehicle2020 vintage506(b), 3(c)
Heitman Real Estate Debt Partners II, L.P.

Raised

$300M

Investors

5

Min Invest

$75,000,000

AltStreet Analysis

·

Generated from EDGAR primary sources

Heitman Real Estate Debt Partners II, L.P. is a Delaware limited partnership filed under Rule 506(b) and Section 3(c) exemptions on December 28, 2020. The fund raised $300.0M from 5 investors with a $75.0M minimum investment. Six executive officers are listed, including David Maki, Gregory Leadholm, and Maury Tognarelli, representing Heitman as the manager.

This real estate debt fund exhibits institutional characteristics typical of Rule 506(b) private placements: a very high $75.0M minimum investment and small investor count (5) indicate a limited group of qualified purchasers or institutional investors. The 3(c) exemption suggests structuring as a private fund under the Investment Company Act, common for debt-focused real estate strategies.

Data Flags

minimumInvestment$75.0M minimum represents 25% of total raise; extraordinarily high barrier indicating ultra-institutional investor base
investorCountOnly 5 investors for $300M raise results in $60M average investment per investor, indicating extreme concentration

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001837575
Entity NameHeitman Real Estate Debt Partners II, L.P.
Exemption506(b), 3(c)
First Sale Date—
Filing DateDecember 28, 2020
Accession Number0001837575-20-000001
Total Amount Sold$300M
Total Investors5
Minimum Investment$75,000,000
Securities TypePooled 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.

David Maki

Executive Officer · Chicago, IL

Gregory Leadholm

Executive Officer · Chicago, IL

Maury Tognarelli

Executive Officer · Chicago, IL

Thomas McCarthy

Executive Officer · Chicago, IL

Lewis Ingall

Executive Officer · Chicago, IL

Lawrence Christensen

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.