SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED

Overview

Security Capital Research & Management Incorporated operates as a small, active investment adviser that tilts heavily toward publicly traded equities while also maintaining a meaningful footprint in alternative strategies. The firm serves a mix of individual, family and institutional clients and provides portfolio management across individuals, investment companies, businesses and pension consulting. Fee arrangements include both percentage-of-AUM and performance-based fee structures, which supports the firm’s willingness to run concentrated or outcome-focused strategies alongside traditional fee models. The firm identifies as an active ESG investor, indicating ESG considerations are embedded in security selection, manager selection and/or fund allocations. Its regulatory and operating affiliations extend beyond pure advisory activity — the firm is linked with broker-dealer and other financial sponsor roles and has capacity to act as a pension consultant and sponsor or manager of pooled vehicles, suggesting it can design and operate private fund structures for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices