SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED
C43
CRD 106201·SEC 801-53815·CHICAGO, IL
AUM
$3.30B
$1B+
Est. Revenue
$33.0M
@ 1% on AUM
Est. EBITDA
$9.9M
@ 30% margin
Est. Deal Value
$79.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $3.73B
'21 · $4.24B
'22 · $4.26B
'23 · $5.71B
'25 · $3.77B
'26 · $3.30B
'20'26
$3.73B → $3.30B▼ -11%
Client mix
| Individuals High Net Worth | 37 |
| Corporations | 6 |
| Other | 5 |
| Pooled Investment Vehicles | 4 |
| Charitable Organizations | 3 |
Operations
Advisory staff (5-yr trend)
'20 · 22 advisors
'21 · 22 advisors
'22 · 21 advisors
'23 · 20 advisors
'25 · 18 advisors
'26 · 17 advisors
'20'26
22 advisors → 17 advisors▼ -23%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Custodian Candidates
Window
| Jpmorgan | 9 |
Full
| Jpmorgan | 34 |
| Northern Trust | 8 |
| Bny Mellon | 4 |
| E*trade | 4 |
| State Street | 2 |
Edgar Addresses
Mailing
10 SOUTH DEARBORN STREETSUITE 1400CHICAGO, IL 60603
Business
10 SOUTH DEARBORN STREETSUITE 1400CHICAGO, IL 60603
Edgar Recent Filings
13F-NT2026-05-13 · 0001068829-26-000004
13F-NT2026-02-11 · 0001068829-26-000002
Rdap Nameservers
Ns05.jpmorganchase.comNs06.jpmorganchase.comNs1.jpmorganchase.comNs2.jpmorganchase.com