Assets Under Management
$3.8B
Number of Clients
67
Number of Advisors
N/A
Avg. Portfolio per Client
$56.3M
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)
Security Capital Research & Management manages investments exclusively in publicly traded real estate securities. Security Capital offers its services to institutional and high net worth clients through separately managed accounts, sub-advisory accounts, and other pooled investment vehicles. Investment services may be tailored for each client’s specific needs and objectives.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.10% |
| $10.0M - $50.0M | 1.00% |
| $50.0M - $100.0M | 0.75% |
| $100M+ | 0.60% |
Fees may be negotiable in certain circumstances. Fees for other investment products and strategies may be higher or lower than the standard fee schedule.
10 South Dearborn Street, 38th Floor, Chicago, IL, 60603