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 sold
Reported amount sold by Form D filing date$0$414M$828MOct 4, 2017: $408,000,000.00Oct 4, 2017Jul 24, 2018: $828,000,000.00Jul 24, 2018

Dates 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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 24, 2018Amendment$828,000,000$420,000,000vs Oct 4, 201712SEC filing
Oct 4, 2017Initial$408,000,000No comparison8SEC 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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RecipientCRDAssociated broker-dealer
HEITMAN SECURITIES LLC13620HEITMAN SECURITIES LLC · CRD 13620
Magdalene YeeNoneHEITMAN 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.

People and organizations reported in Form D filings
NameReported 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:
191 N. Wacker Drive
Chicago, IL, 60606