Form D · Other Investment Fund
Heitman Value Partners V, L.P.
Chicago, IL · CIK 0001838049
Offering snapshot reported Dec 31, 2020 · SEC filing
- Reported sold
- $487M Offering amount: $1B
- Investors reported
- 12 Form D · investor count
- Minimum accepted
- $5M Reported outside-investor minimum
- First sale
- Dec 18, 2020 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 31, 2020 | Initial | $487,100,000 | No comparison | 12 | SEC filing |
Offering details
- Securities
- 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
- 021-384905
$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 HK LIMITED | 170550 | |
| HEITMAN U.K. LIMITED | None | |
| HEITMAN INTERNATIONAL REAL ESTATE SECURITIES PTY LIMITED | 154476 |
Source: Form D, filed Dec 31, 2020. 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 |
| Lewis S. Ingall | Executive |
| Thomas D. Mc Carthy | Executive |
| Maury R. Tognarelli | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
191 North Wacker Drive Suite 2500
Chicago, IL, 60606
Chicago, IL, 60606