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Heitman Jmb Institutional Advisors (Chicago)


Heitman Jmb Institutional Advisors is a large advisory firm based in Chicago. It manages $413.94 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001.

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Heitman Jmb Institutional Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Heitman Jmb Institutional Advisors: assets under management

The assets under management (AUM) of Heitman Jmb Institutional Advisors is $413.94 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $413.94 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $137.98 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Heitman Jmb Institutional Advisors for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 13 indirect owners.

Name Entity Date acquired Ownership Employer ID
Heitman Financial Llc 100% owner 1 Jul 1980 Other 36-4263867
Heitman Llc 100% owner 1 Jul 1980 75% - 100% 36-4263867
United Asset Management Corporation 100% shareholder 1 Aug 1993 Other 04-2714625
Old Mutual (Us) Holdings Inc. 100% shareholder 1 Aug 1993 Other 04-2714625
Heitman Financial Ltd. Managing member 1 Dec 1998 Other 04-3446451
Plc Old Mutual 100% shareholder 1 Sep 2000 75% - 100% foreign
Old Mutual Life Assurance Co. (South Africa) Limited 8.71% shareholder 1 Sep 2000 Other foreign
Old Mutual Life Holdings (South Africa) Limited 100% shareholder 1 Sep 2000 75% - 100% foreign
Old Mutual (South Africa) Ltd. 100% shareholder 1 Sep 2000 75% - 100% foreign
Old Mutual (Netherlands) B.V. 100% shareholder 1 Sep 2000 75% - 100% foreign
Om Group (Uk) Limited 100% shareholder 1 Sep 2000 75% - 100% foreign
Old Mutual Plc 100% shareholder 1 Jan 2003 75% - 100% foreign
Om Group (Uk) Limited 100% shareholder 1 Jan 2003 75% - 100% foreign

Based in Chicago

The principal office where Heitman Jmb Institutional Advisors performs its advisory services is located at 191 N. Wacker Drive, Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312 855-5700 or by fax 312 541-6789. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.heitman.com.


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