Heitman Global Real Estate Partners II, L.P.
Raised
$749M
Investors
12
Min Invest
$1,800,000
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AltStreet Analysis
·Generated from EDGAR primary sources
Heitman Global Real Estate Partners II, L.P. is a Delaware limited partnership that has raised $749.1 million from 12 investors under Rule 506(b) and Section 3(c)(1) exemptions. This amended filing discloses a minimum investment of $1.8 million and lists 14 executive officers from the Heitman organization. The vehicle is structured as a pooled investment fund focused on real estate.
This institutional real estate fund exhibits characteristics typical of large commingled vehicles: a 506(b) private placement combined with 3(c)(1) Investment Company Act exemption, a $1.8 million minimum consistent with qualified purchaser requirements, and a concentrated investor base of 12 participants contributing an average of approximately $62 million each. The capital scale and structure align with global institutional real estate partnerships managed by established firms.
Data Flags
Critical Disclosures
What the filings and the regulators have said about this entity that a reader should know first. Each line links to its source. The history, the same event across other issuers, and alerts are in the terminal.
Offering stalled · Form D · last filing January 3, 2025
Latest annual amendment reported no change in amount sold or investors
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
Capital Raise Timeline
5 Form D filings from Jan 7, 2021 to Jan 3, 2025, the latest a D/A.
In the Terminal
Filing events
2
latest Jan 3, 2025
Critical / warning
0 / 0
2 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
stalled
Latest event Stalled · Jan 3, 2025
SEC.govInvestor
- 2 filing events with values and deltas, latest 2025-01-03, and alerts on the next one
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
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Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…
Adviser of Record (Form ADV)
CRD 105480 · SEC-registered adviser · lists this fund on Schedule D 7.B.(1) as a hedge fund
Auditor named on Form ADV: Ernst & Young · PCAOB-registered per the adviser
From the adviser's Form ADV as loaded from the SEC bulk data, joined on this issuer's Form D file number. Fund-level figures and the adviser's full fund roster are in the terminal.
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Item 3 changed on the Form D filed 2025-01-03: 1 related person added and 0 removed against the filing of 2024-01-03; 14 now listed. The names are in the Terminal feed.
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
Gordon Black
Executive Officer · Chicago, IL
Mary Ludgin
Executive Officer · Chicago, IL
Tony Smedley
Executive Officer · Chicago, IL
Dwight Fawcett
Executive Officer · Chicago, IL
Harold Schwartz
Executive Officer · Chicago, IL
Yunjung Choi
Executive Officer · Chicago, IL
Blaise Keane
Executive Officer · Chicago, IL
Mary Ludgin
Executive Officer · Chicago, IL
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
HEITMAN SECURITIES LLCCRD 13620 on BrokerCheck
Associated broker-dealer: None · Chicago, IL · Soliciting in CA, IL
Heitman International HK LimitedCRD 170550 on BrokerCheck
Associated broker-dealer: None · Central, K3 and outside the United States
HEITMAN U.K. LIMITED
Associated broker-dealer: None · LONDON, X0 and outside the United States
HEITMAN INTERNATIONAL REAL ESTATE SECURITIES PTY LIMITEDCRD 154476 on BrokerCheck
Associated broker-dealer: None · MELBOURNE, C3 and outside the United States
Questions About Heitman Global Real Estate Partners II, L.P.
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Heitman Global Real Estate Partners II, L.P.?
Heitman Global Real Estate Partners II, L.P. is a Delaware limited partnership that filed a Form D with the SEC on January 3, 2025 as a other investment fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7) for an offering of pooled investment fund interests. AltStreet links the issuer to Heitman Global Real Estate Partners II, L.P..
Is Heitman Global Real Estate Partners II, L.P. legit?
AltStreet does not rate legitimacy; it reports the public record. Heitman Global Real Estate Partners II, L.P. filed a Form D with the SEC on January 3, 2025 claiming Rule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $749,054,922 sold to 12 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. The issuer is linked to Heitman Global Real Estate Partners II, L.P., which AltStreet has reviewed. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Heitman Global Real Estate Partners II, L.P. registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Heitman Global Real Estate Partners II, L.P. claimed Rule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Heitman Global Real Estate Partners II, L.P. raised?
Heitman Global Real Estate Partners II, L.P. reported $749,054,922 sold from 12 investors in an offering of indefinite size as of the Form D filed January 3, 2025.
Who can invest in Heitman Global Real Estate Partners II, L.P.?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing checks both Section 3(c)(1), which caps the fund at 100 beneficial owners, and Section 3(c)(7), which requires every investor to be a qualified purchaser, generally an individual with at least $5 million in investments. A fund normally relies on one or the other. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $1,800,000.
What is the minimum investment in Heitman Global Real Estate Partners II, L.P.?
The Form D lists $1,800,000 as the minimum investment accepted from any outside investor as of January 3, 2025. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Heitman Global Real Estate Partners II, L.P. and how are they paid?
The Form D names HEITMAN SECURITIES LLC (CRD 13620), associated with None; Heitman International HK Limited (CRD 170550), associated with None; HEITMAN U.K. LIMITED, associated with None; HEITMAN INTERNATIONAL REAL ESTATE SECURITIES PTY LIMITED (CRD 154476), associated with None as recipients of sales compensation soliciting in CA, IL. Sales commissions are reported as $100,000 and finders' fees as $0. Form D allows these to be estimates.
Who is behind Heitman Global Real Estate Partners II, L.P.?
The Form D lists 14 related persons: David R. Maki, executive officer (Executive Vice President of Heitman Global Real Estate Partners GP, LLC, the GP of the Issuer); Gregory S. Leadholm, executive officer (Executive Vice President of Heitman Global Real Estate Partners GP, LLC, the GP of the Issuer); Maury R. Tognarelli, executive officer (President of Heitman Global Real Estate Partners GP, LLC, the GP of the Issuer); Thomas D. McCarthy, executive officer (Senior Managing Director and Secretary of Heitman Global Real Estate Partners GP, LLC, the GP of the Issuer); Lewis S. Ingall, executive officer (Executive Vice President of Heitman Global Real Estate Partners GP, LLC, the GP of the Issuer); Lawrence J. Christensen, executive officer (Chief Financial Officer, Treasurer & Assistant Secretary of Heitman Global Real Estate Partners GP, LLC, the GP of the Issuer); Gordon J. Black, executive officer (Senior Managing Director of Heitman Global Real Estate Partners GP, LLC, the GP of the Issuer); Mary K. Ludgin, executive officer (Senior Managing Director of Heitman Global Real Estate Partners GP, LLC, the GP of the Issuer), and 6 more. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Heitman Global Real Estate Partners II, L.P. located?
The issuer's address on its SEC filings is 191 North Wacker Drive, Suite 2500, Chicago, IL 60606. Its phone number of record is 312-855-5700. It is organized under the laws of Delaware.
How long is the Heitman Global Real Estate Partners II, L.P. offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 4 amendments are on record for this CIK.
How large is Heitman Global Real Estate Partners II, L.P.?
The issuer declined to disclose its net asset value range on the Form D, which the form permits.
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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. 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.