Form D · Other Investment Fund
Heitman Value Partners IV, L.P.
Chicago, IL · CIK 0001718000
Offering snapshot reported Jul 24, 2018 · SEC filing
- Reported sold
- $828M Offering amount: $900M
- Investors reported
- 12 Form D · investor count
- Minimum accepted
- $10M Reported outside-investor minimum
- First sale
- Sep 20, 2017 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.
- Reported sold$408,000,000 → $828,000,000
- Reported investors8 → 12
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 24, 2018 | Amendment | $828,000,000 | $420,000,000vs Oct 4, 2017 | 12 | SEC filing |
| Oct 4, 2017 | Initial | $408,000,000 | No comparison | 8 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $100K
- Finders' fees
- $0
- Form D file number
- 021-296029
$50,000 each for Heitman Securities LLC and Heitman HK Limited.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| HEITMAN SECURITIES LLC | 13620 | HEITMAN SECURITIES LLC · CRD 13620 |
| Magdalene Yee | None | HEITMAN HK LIMITED · CRD 165930 |
Source: Form D, filed Jul 24, 2018. 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 |
|---|---|
| Lawrence J. Christensen | Executive |
| Howard J. Edelman | Executive |
| Lewis S. Ingall | Executive |
| Thomas D. Mccarthy | Executive |
| Maury R. Tognarelli | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Chicago, IL, 60606