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Building 2SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED

Map pinCHICAGO, IL
Phone312-385-8320
NotebookSEC #801-53815
Total AUM
$3.3B
Employees
17
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 SOUTH DEARBORN STREET
CHICAGO
IL 60603
United States
Operating Hours
8 A.M - 6 P.M.
Monday - Friday
Phone
312-385-8320

ReceiptFinancials

Total AUM
$3.3B
Accounts
92
Discretionary
$3.3B
Accounts
92
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
37
AUM
$128.7M
Investment Company Clients
2
AUM
$547.1M
Pooled Vehicle Clients
4
AUM
$1.2B
Pension/Profit Sharing Plan Clients
1
AUM
$23.8M
Charitable Organization Clients
3
AUM
$133.8M
Government Entity Clients
3
AUM
$493.1M
Corporation or Business Clients
6
AUM
$784.5M
Other Clients
5
AUM
$28.7M
Description of Other Clients
ENDOWMENTS & FOUNDATIONS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Felony ChargeFelony ConvictionOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 16 other businesses.

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