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SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED
CRD 106201 · SEC 801-53815
10 SOUTH DEARBORN STREET, CHICAGO, IL, 60603, United States
Phone
312-385-8320
Fax
312-385-8326
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.30B
Discretionary AUM
$3.30B
Team
17 total employees; 17 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 37 | $128.7M |
| Investment companies | 2 | $547.1M |
| Pooled investment vehicles | 4 | $1.16B |
| Pension/profit sharing plans | 1 | $23.8M |
| Charitable organizations | 3 | $133.8M |
| State/municipal entities | 3 | $493.1M |
| Corporations/business entities | 6 | $784.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD