Securities Research
Securities Research, established in 2002, is a wealth manager headquartered in the US. Securities Research provides discretionary and non-discretionary portfolio management services. It offers tailored investment advice to meet client needs and objectives.
Securities Research
Securities Research, established in 2002, is a wealth manager headquartered in the US. Securities Research provides discretionary and non-discretionary portfolio management services. It offers tailored investment advice to meet client needs and objectives.
General information
Firm type
Bank / Wealth / Trust
Year founded
2002
AUM
—
Location
Region
—
Country
—
City
Vero Beach
Corporate office
3055 Cardinal Drive Suite 104
Frequently asked questions
What is Securities Research?
Securities Research is a bank / wealth / trust headquartered in Vero Beach.
When was Securities Research founded?
Securities Research was founded in 2002.
Where is Securities Research headquartered?
Securities Research is headquartered in Vero Beach.
What does Altss track for Securities Research?
Altss maintains an OSINT-verified profile of Securities Research covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Securities Research's website?
Securities Research's public website is www.securitiesresearch.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Securities Research?
Securities Research is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Securities Research?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Securities Research?
Securities Research's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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