Investment adviser · CRD 106201
SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED
Investment adviser filing (IA)
CHICAGO, IL, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $3.3B Form ADV · Item 5.F
- Client accounts
- 92 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 17 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 4 | $1,162,207,368 | 35.2% |
| Corporations & businesses | 6 | $784,539,819 | 23.8% |
| Investment companies | 2 | $547,110,908 | 16.6% |
| Government entities | 3 | $493,108,001 | 14.9% |
| Charities | 3 | $133,843,723 | 4.1% |
| High-net-worth individuals | 37 | $128,725,685 | 3.9% |
| Other clients | 5 | $28,664,436 | 0.9% |
| Retirement plans | 1 | $23,837,334 | 0.7% |
Filing source
Form ADV 2088458 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
PREFERRED GROWTH LLCOther Private Fund · Last reported Mar 31, 2026$671MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS
PCAOB 238
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
CRD 102920 · SEC 8-52182
Fund details & source
- Fund ID
- 805-8197829450
- Reported beneficial owners
- 18
- Minimum commitment
- $10M
- Form D file number
- 021-1410121
Form ADV 2088458 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
VA INCOME OPPORTUNITY INVESTORS LLCOther Private Fund · Last reported Mar 31, 2026$227MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PRICEWATERHOUSECOOPERS
PCAOB 238
Fund details & source
- Fund ID
- 805-6127968857
- Reported beneficial owners
- 2
- Minimum commitment
- $0
Form ADV 2088458 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PREFERRED GROWTH-T LLCOther Private Fund · Last reported Mar 31, 2026$15.7MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PRICEWATERHOUSECOOPERS
PCAOB 238
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
CRD 102920 · SEC 8-52182
Fund details & source
- Fund ID
- 805-8806753712
- Reported beneficial owners
- 12
- Minimum commitment
- $10M
- Form D file number
- 021-1565169
Form ADV 2088458 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Performance-based
Principal office
10 SOUTH DEARBORN STREETCHICAGO, IL, 60603, United States
CRD 106201
Filing source
Form ADV 2088458 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.