Form D · Other Investment Fund
HEITMAN AMERICA REAL ESTATE TRUST (PF #1), L.P.
Chicago, IL · CIK 0001582314
Offering snapshot reported Jun 20, 2025 · SEC filing
- Reported sold
- $124M Indefinite offering
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $50.6M Reported outside-investor minimum
- First sale
- Jul 12, 2013 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jun 20, 2025 | Amendment | $124,292,760 | $0vs Jun 20, 2024 | 3 | SEC filing |
| Jun 20, 2024 | Amendment | $124,292,760 | $0vs Jun 22, 2023 | 3 | SEC filing |
| Jun 22, 2023 | Amendment | $124,292,760 | $0vs Jun 24, 2022 | 3 | SEC filing |
| Jun 24, 2022 | Amendment | $124,292,760 | $0vs Jun 24, 2021 | 3 | SEC filing |
| Jun 24, 2021 | Amendment | $124,292,760 | $0vs Jun 23, 2020 | 3 | SEC filing |
| Jun 23, 2020 | Amendment | $124,292,760 | $0vs Jun 25, 2019 | 3 | SEC filing |
| Jun 25, 2019 | Amendment | $124,292,760 | $0vs Jun 27, 2018 | 3 | SEC filing |
| Jun 27, 2018 | Amendment | $124,292,760 | $0vs Jun 1, 2017 | 3 | SEC filing |
| Jun 1, 2017 | Amendment | $124,292,760 | $0vs Jun 1, 2016 | 3 | SEC filing |
| Jun 1, 2016 | Amendment | $124,292,760 | $73,659,849vs Jul 25, 2013 | 2 | SEC filing |
| Jul 25, 2013 | Initial | $50,632,911 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $100K (estimated)
- Finders' fees
- $0
- Form D file number
- 021-200220
$50,000 for each Heitman Securities LLC and Heitman International PTY
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| HEITMAN SECURITIES LLC | 13620 | |
| Heitman International HK Limited | 170550 | |
| Heitman International Real Estate Securities Pty Limited | 154476 |
Source: Form D, filed Jun 20, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Howard J. Edelman | Executive |
| Pete Fawcett | Executive |
| Lewis S. Ingall | Executive |
| Blaise P. Keane | Executive |
| Amy Krass | Executive |
| Mary Ludgin | Executive |
| Thomas D. Mccarthy | Executive |
| Roger E. Smith | Executive |
| Maury R. Tognarelli | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Chicago, IL, 60606