← Directory
SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED
CRD 106201File 801-53815
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.30B
Top 25% of cohort (national)
Discretionary AUM
$3.30B
Clients
56
92 accounts
Employees
17
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 10, 1997
- Principal office
- 10 SOUTH DEARBORN STREET, CHICAGO, IL, 60603
- Phone
- 312-385-8320
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.30B
- Discretionary AUM
- $3.30B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 92
- Non-discretionary accounts
- 0
- Total accounts
- 92
- AUM per client
- $59.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $784.5M |
| Investment companies | 2 | $547.1M |
| Charitable organizations | 3 | $133.8M |
| High net worth individuals | 37 | $128.7M |
| Pooled investment vehicles | 4 | $1.16B |
| Pension and profit sharing plans | 1 | $23.8M |
| State or municipal government entities | 3 | $493.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11A1
- Q11A2
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 61 | 56 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.