Asset ManagerRIA · CRD 106201SEC-RegisteredPrivate Fund Adviser

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Security Capital Research & Management Incorporated

Security Capital Research & Management Incorporated is an SEC-registered investment adviser in Chicago, IL, registered since 1997. The firm manages...

Security Capital Research & Management Incorporated

Security Capital Research & Management Incorporated is an SEC-registered investment adviser in Chicago, IL, registered since 1997. The firm manages approximately $3.3 billion in regulatory assets. It has 17 employees and 17 investment advisers.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What is Security Capital Research & Management's primary investment focus?

The firm focuses exclusively on publicly traded real estate securities, including REITs and real estate operating companies. It manages capital through long-only equity positions rather than using derivatives, leverage, or short strategies (per public record).

Who is the CEO or CIO of Security Capital Research & Management?

The firm's leadership team is not publicly disclosed, with no named principals appearing in regulatory filings or press releases. The firm operates as a registered investment adviser but does not prominently feature individual names in its public profile.

Does Security Capital Research & Management invest in private real estate or only public securities?

The firm's known mandate is for publicly traded real estate securities. There is no public record of the firm engaging in direct real estate ownership, private real estate funds, or real estate development.

What is the firm's asset class mix?

The firm is a single-sector specialist, investing exclusively in real estate securities. Within that sector, it allocates across property types such as office, retail, industrial, residential, and specialty REITs (per public record).

Is Security Capital Research & Management affiliated with any larger financial institution?

No public record indicates an affiliation with a larger bank, insurance company, or asset management conglomerate. The firm appears to operate as an independent, standalone investment adviser.

What geographic regions does the firm cover?

The firm invests globally, with a focus on North America and a secondary presence in European real estate markets (per public record). Asian or emerging-market exposures are not confirmed.

How does the firm source investment ideas?

The firm employs a fundamental, bottom-up research approach. Analysts evaluate individual REITs and real estate companies based on balance sheet strength, cash flow stability, management quality, and real estate market conditions (per public record).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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