SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED
CRD #106201 SEC #801-53815 CHICAGO, IL 312-385-8320
SEC Registered Private Funds Disclosures
Total AUM
$3.8B
Discretionary
$3.8B
Employees
18
Clients
--
Accounts
113
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $3.8B | $3.8B | $0 | 18 | 0 |
| Mar 2025 | $3.8B | $3.8B | $0 | 18 | 0 |
| Aug 2024 | $4B | $4B | $0 | 18 | 0 |
| Mar 2024 | $4B | $4B | $0 | 18 | 0 |
| Jul 2023 | $3.6B | $3.6B | $0 | 20 | 2 |
| Mar 2023 | $3.6B | $3.6B | $0 | 20 | 2 |
| Nov 2022 | $5.7B | $5.7B | $0 | 20 | 2 |
| Aug 2022 | $5.7B | $5.7B | $0 | 20 | 2 |
| Mar 2022 | $5.7B | $5.7B | $0 | 20 | 2 |
| Jan 2022 | $4.3B | $4.3B | $0 | 21 | 2 |
| Mar 2021 | $4.3B | $4.3B | $0 | 21 | 2 |
| Feb 2021 | $4.2B | $4.2B | $0 | 22 | 2 |
| Oct 2020 | $4.2B | $4.2B | $0 | 22 | 2 |
| Aug 2020 | $4.2B | $4.2B | $0 | 22 | 2 |
| Jun 2020 | $4.2B | $4.2B | $0 | 22 | 2 |
| Mar 2020 | $4.2B | $4.2B | $0 | 22 | 2 |
| Nov 2019 | $3.7B | $3.7B | $0 | 23 | 2 |
| Nov 2019 | $3.7B | $3.7B | $0 | 23 | 2 |
| Jun 2019 | $3.7B | $3.7B | $0 | 23 | 2 |
| Mar 2019 | $3.7B | $3.7B | $0 | 23 | 2 |
| Nov 2018 | $4.6B | $4.6B | $45.2M | 23 | 2 |
| Sep 2018 | $4.6B | $4.6B | $45.2M | 23 | 2 |
| May 2018 | $4.6B | $4.6B | $45.2M | 23 | 2 |
| Mar 2018 | $4.6B | $4.6B | $45.2M | 23 | 2 |
| Jun 2017 | $4.8B | $4.8B | $10.1M | 23 | 26 |
| May 2017 | $4.8B | $4.8B | $10.1M | 23 | 26 |
| Mar 2017 | $4.8B | $4.8B | $10.1M | 23 | 26 |
| Feb 2017 | $4.2B | $4.2B | $51.2M | 22 | 26 |
| Feb 2017 | $4.2B | $4.2B | $51.2M | 22 | 26 |
| Mar 2016 | $4.2B | $4.2B | $51.2M | 22 | 26 |
| Jul 2015 | $4.5B | $4.5B | $50.6M | 21 | 26 |
| Jun 2015 | $4.5B | $4.5B | $50.6M | 21 | 26 |
| May 2015 | $4.5B | $4.5B | $50.6M | 21 | 26 |
| May 2015 | $4.5B | $4.5B | $50.6M | 21 | 26 |
| Mar 2015 | $4.5B | $4.5B | $50.6M | 21 | 26 |
| Oct 2014 | $3.9B | $3.8B | $85.4M | 22 | 26 |
| Aug 2014 | $3.9B | $3.8B | $85.4M | 22 | 26 |
| Apr 2014 | $3.9B | $3.8B | $85.4M | 22 | 26 |
| Mar 2014 | $3.9B | $3.8B | $85.4M | 22 | 26 |
| Oct 2013 | $4.8B | $4.7B | $54M | 21 | 26 |
| Mar 2013 | $4.8B | $4.7B | $54M | 21 | 26 |
| Mar 2013 | $5.3B | $5B | $297.9M | 21 | 26 |
| Nov 2012 | $5.3B | $5B | $297.9M | 21 | 26 |
| May 2012 | $5.3B | $5B | $297.9M | 11 | 26 |
| Mar 2012 | $5.3B | $5B | $297.9M | 11 | 26 |
| Dec 2011 | $5.2B | $4.8B | $374.2M | 11 | 255 |
| Nov 2011 | $5.2B | $4.8B | $374.2M | 11 | 251 |
| Aug 2011 | $5.2B | $4.8B | $374.2M | -- | -- |
| Aug 2011 | $5.2B | $4.8B | $374.2M | -- | -- |
| Aug 2011 | $5.2B | $4.8B | $374.2M | -- | -- |
| Jun 2011 | $5.2B | $4.8B | $374.2M | -- | -- |
| Mar 2011 | $5.2B | $4.8B | $374.2M | -- | -- |
| Feb 2011 | $4.1B | $4B | $141.5M | -- | -- |
| Dec 2010 | $4.1B | $4B | $141.5M | -- | -- |
| Jul 2010 | $4.1B | $4B | $141.5M | -- | -- |
| Jun 2010 | $4.1B | $4B | $141.5M | -- | -- |
| Apr 2010 | $4.1B | $4B | $141.5M | -- | -- |
| Mar 2010 | $4.1B | $4B | $141.5M | -- | -- |
| Sep 2009 | $2.7B | $2.7B | $14.2M | -- | -- |
| Jul 2009 | $2.7B | $2.7B | $14.2M | -- | -- |
| Apr 2009 | $2.7B | $2.7B | $14.2M | -- | -- |
| Mar 2009 | $2.7B | $2.7B | $13M | -- | -- |
| Dec 2007 | $6.2B | $5B | $1.2B | -- | -- |
| Mar 2007 | $6.2B | $5B | $1.2B | -- | -- |
| Mar 2006 | $5.6B | $4.8B | $795.3M | -- | -- |
| Mar 2006 | $5.5B | $4.7B | $809.5M | -- | -- |
| Mar 2006 | $5.5B | $4.7B | $809.5M | -- | -- |
| Feb 2006 | $5.5B | $4.7B | $809.5M | -- | -- |
| Sep 2005 | $5.5B | $4.7B | $809.5M | -- | -- |
| Jan 2005 | $3.9B | $2.4B | $1.5B | -- | -- |
| Aug 2004 | $3.9B | $2.4B | $1.5B | -- | -- |
| Jul 2004 | $3.9B | $2.4B | $1.5B | -- | -- |
| Jul 2004 | $3.9B | $2.4B | $1.5B | -- | -- |
| Jul 2004 | $3.9B | $2.4B | $1.5B | -- | -- |
| Jul 2004 | $3.9B | $2.4B | $1.5B | -- | -- |
| May 2004 | $3.9B | $2.4B | $1.5B | -- | -- |
| Mar 2004 | $3.9B | $2.4B | $1.5B | -- | -- |
| Mar 2004 | $3.3B | $2B | $1.2B | -- | -- |
| Mar 2004 | $3.3B | $2B | $1.2B | -- | -- |
| Jan 2004 | $3.3B | $2B | $1.2B | -- | -- |
| Apr 2002 | $3.1B | $1.8B | $1.2B | -- | -- |
| Mar 2002 | $3.1B | $1.8B | $1.2B | -- | -- |
| Sep 2001 | $2.1B | $1.1B | $1B | -- | -- |
| Jul 2001 | $2.1B | $1.1B | $1B | -- | -- |
| Jul 2001 | $2.1B | $1.1B | $1B | -- | -- |
| Jun 2001 | $2.1B | $1.1B | $1B | -- | -- |
| May 2001 | $2.1B | $1.1B | $1B | -- | -- |
| May 2001 | $2.1B | $1.1B | $1B | -- | -- |
DateSep 2025
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees18
Clients0
DateMar 2025
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees18
Clients0
DateAug 2024
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees18
Clients0
DateMar 2024
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees18
Clients0
DateJul 2023
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees20
Clients2
DateMar 2023
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees20
Clients2
DateNov 2022
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees20
Clients2
DateAug 2022
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees20
Clients2
DateMar 2022
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees20
Clients2
DateJan 2022
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees21
Clients2
DateMar 2021
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees21
Clients2
DateFeb 2021
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees22
Clients2
DateOct 2020
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees22
Clients2
DateAug 2020
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees22
Clients2
DateJun 2020
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees22
Clients2
DateMar 2020
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees22
Clients2
DateNov 2019
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees23
Clients2
DateNov 2019
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees23
Clients2
DateJun 2019
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees23
Clients2
DateMar 2019
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees23
Clients2
DateNov 2018
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$45.2M
Employees23
Clients2
DateSep 2018
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$45.2M
Employees23
Clients2
DateMay 2018
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$45.2M
Employees23
Clients2
DateMar 2018
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$45.2M
Employees23
Clients2
DateJun 2017
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$10.1M
Employees23
Clients26
DateMay 2017
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$10.1M
Employees23
Clients26
DateMar 2017
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$10.1M
Employees23
Clients26
DateFeb 2017
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$51.2M
Employees22
Clients26
DateFeb 2017
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$51.2M
Employees22
Clients26
DateMar 2016
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$51.2M
Employees22
Clients26
DateJul 2015
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$50.6M
Employees21
Clients26
DateJun 2015
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$50.6M
Employees21
Clients26
DateMay 2015
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$50.6M
Employees21
Clients26
DateMay 2015
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$50.6M
Employees21
Clients26
DateMar 2015
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$50.6M
Employees21
Clients26
DateOct 2014
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$85.4M
Employees22
Clients26
DateAug 2014
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$85.4M
Employees22
Clients26
DateApr 2014
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$85.4M
Employees22
Clients26
DateMar 2014
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$85.4M
Employees22
Clients26
DateOct 2013
Total AUM$4.8B
Discretionary$4.7B
Non-Disc.$54M
Employees21
Clients26
DateMar 2013
Total AUM$4.8B
Discretionary$4.7B
Non-Disc.$54M
Employees21
Clients26
DateMar 2013
Total AUM$5.3B
Discretionary$5B
Non-Disc.$297.9M
Employees21
Clients26
DateNov 2012
Total AUM$5.3B
Discretionary$5B
Non-Disc.$297.9M
Employees21
Clients26
DateMay 2012
Total AUM$5.3B
Discretionary$5B
Non-Disc.$297.9M
Employees11
Clients26
DateMar 2012
Total AUM$5.3B
Discretionary$5B
Non-Disc.$297.9M
Employees11
Clients26
DateDec 2011
Total AUM$5.2B
Discretionary$4.8B
Non-Disc.$374.2M
Employees11
Clients255
DateNov 2011
Total AUM$5.2B
Discretionary$4.8B
Non-Disc.$374.2M
Employees11
Clients251
DateAug 2011
Total AUM$5.2B
Discretionary$4.8B
Non-Disc.$374.2M
Employees--
Clients--
DateAug 2011
Total AUM$5.2B
Discretionary$4.8B
Non-Disc.$374.2M
Employees--
Clients--
DateAug 2011
Total AUM$5.2B
Discretionary$4.8B
Non-Disc.$374.2M
Employees--
Clients--
DateJun 2011
Total AUM$5.2B
Discretionary$4.8B
Non-Disc.$374.2M
Employees--
Clients--
DateMar 2011
Total AUM$5.2B
Discretionary$4.8B
Non-Disc.$374.2M
Employees--
Clients--
DateFeb 2011
Total AUM$4.1B
Discretionary$4B
Non-Disc.$141.5M
Employees--
Clients--
DateDec 2010
Total AUM$4.1B
Discretionary$4B
Non-Disc.$141.5M
Employees--
Clients--
DateJul 2010
Total AUM$4.1B
Discretionary$4B
Non-Disc.$141.5M
Employees--
Clients--
DateJun 2010
Total AUM$4.1B
Discretionary$4B
Non-Disc.$141.5M
Employees--
Clients--
DateApr 2010
Total AUM$4.1B
Discretionary$4B
Non-Disc.$141.5M
Employees--
Clients--
DateMar 2010
Total AUM$4.1B
Discretionary$4B
Non-Disc.$141.5M
Employees--
Clients--
DateSep 2009
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$14.2M
Employees--
Clients--
DateJul 2009
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$14.2M
Employees--
Clients--
DateApr 2009
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$14.2M
Employees--
Clients--
DateMar 2009
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$13M
Employees--
Clients--
DateDec 2007
Total AUM$6.2B
Discretionary$5B
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2007
Total AUM$6.2B
Discretionary$5B
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2006
Total AUM$5.6B
Discretionary$4.8B
Non-Disc.$795.3M
Employees--
Clients--
DateMar 2006
Total AUM$5.5B
Discretionary$4.7B
Non-Disc.$809.5M
Employees--
Clients--
DateMar 2006
Total AUM$5.5B
Discretionary$4.7B
Non-Disc.$809.5M
Employees--
Clients--
DateFeb 2006
Total AUM$5.5B
Discretionary$4.7B
Non-Disc.$809.5M
Employees--
Clients--
DateSep 2005
Total AUM$5.5B
Discretionary$4.7B
Non-Disc.$809.5M
Employees--
Clients--
DateJan 2005
Total AUM$3.9B
Discretionary$2.4B
Non-Disc.$1.5B
Employees--
Clients--
DateAug 2004
Total AUM$3.9B
Discretionary$2.4B
Non-Disc.$1.5B
Employees--
Clients--
DateJul 2004
Total AUM$3.9B
Discretionary$2.4B
Non-Disc.$1.5B
Employees--
Clients--
DateJul 2004
Total AUM$3.9B
Discretionary$2.4B
Non-Disc.$1.5B
Employees--
Clients--
DateJul 2004
Total AUM$3.9B
Discretionary$2.4B
Non-Disc.$1.5B
Employees--
Clients--
DateJul 2004
Total AUM$3.9B
Discretionary$2.4B
Non-Disc.$1.5B
Employees--
Clients--
DateMay 2004
Total AUM$3.9B
Discretionary$2.4B
Non-Disc.$1.5B
Employees--
Clients--
DateMar 2004
Total AUM$3.9B
Discretionary$2.4B
Non-Disc.$1.5B
Employees--
Clients--
DateMar 2004
Total AUM$3.3B
Discretionary$2B
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2004
Total AUM$3.3B
Discretionary$2B
Non-Disc.$1.2B
Employees--
Clients--
DateJan 2004
Total AUM$3.3B
Discretionary$2B
Non-Disc.$1.2B
Employees--
Clients--
DateApr 2002
Total AUM$3.1B
Discretionary$1.8B
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2002
Total AUM$3.1B
Discretionary$1.8B
Non-Disc.$1.2B
Employees--
Clients--
DateSep 2001
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$1B
Employees--
Clients--
DateJul 2001
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$1B
Employees--
Clients--
DateJul 2001
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$1B
Employees--
Clients--
DateJun 2001
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$1B
Employees--
Clients--
DateMay 2001
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$1B
Employees--
Clients--
DateMay 2001
Total AUM$2.1B
Discretionary$1.1B
Non-Disc.$1B
Employees--
Clients--