Secure Capital Research

What Secure Capital Research does

Secure Capital Research LLC is a U.S.-registered broker-dealer and member of FINRA/SIPC, headquartered in Kansas City, Missouri. The firm intermediates private placement investments for high net worth individuals and family offices, with stated minimum investable assets exceeding $1 million, connecting this investor base to sponsors in real estate, venture capital, and other private offerings. Its service set is organized around four pillars: Private Placement Services (offerings ranging from stable pure yield to higher-risk/value-add real estate), EB-5 Immigrant Investor Visa Program Investments (qualifying real estate deals for foreign investors seeking U.S. residency), Sponsor Access Services (curated introductions to developers including CA Ventures), and Capital Raising Services for Sponsors (raising equity and preferred equity for real estate funds, value-add acquisitions, and development projects).

The firm's core technology stack is limited to a Wix-based public website and standard FINRA BrokerCheck infrastructure; there are no proprietary software platforms, APIs, or integrations disclosed. The firm's go-to-market is a relationship-driven direct sales motion executed by a small team of founders and Managing Directors covering Private Wealth and RIA & Private Wealth channels, with investor self-verification of accredited-investor or qualified-purchaser status required before project discussions. Revenue is generated via transaction fees and commissions on private placements, with a notable concentration of activity tied to its joint venture with CA Ventures through Randolph Street Capital LLC.

Ownership is concentrated among founders Tom Dreyer and Thomas J. Rotert, supported by a five-person operating team including a COO/Global Head of Sales and two Managing Directors. There is no disclosed institutional capital, parent company, or external investor base. The firm has no published financials and operates in a niche where placement-agent economics are tightly linked to sponsor deal flow, making relationship quality — particularly with CA Ventures — the central operational variable.

Name

Secure Capital Research

Legal name

Secure Capital Research LLC

Website

https://securecapres.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Secure Capital Research LLC is a FINRA-registered broker-dealer that places private placement investments in real estate, venture, and private offerings for high net worth individuals, family offices, and EB-5 investors, with a key sponsor relationship with CA Ventures.

Ownership category

akta.pro rank

Product category

Private Placement Brokerage

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC)

Keywords

• Private placement brokerage
• Broker-dealer services
• Alternative investments
• Real estate capital raising
• EB-5 investor program

Headquarters

HQ city

Kansas City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Broker-Dealer Transaction Fees: As a FINRA/SIPC registered broker-dealer, Secure Capital Research generates revenue by raising equity, preferred equity, and other forms of capital for private equity real estate investment funds, value-add property acquisitions, and real estate development projects. Revenue is likely earned through transaction fees or commissions on private placement investments facilitated for clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Secure Capital Research LLC is a FINRA/SIPC registered broker-dealer that raises equity, preferred equity, and other capital for private equity real estate investment funds, value-add property acquisitions, and real estate development projects. It provides high net worth individuals, family offices, and EB-5 immigrant visa applicants direct access to a curated range of private placement investment opportunities spanning stable yield to higher risk/return profiles, including real estate, venture capital, and other private offerings.

Product overview

Secure Capital Research operates as a unified private placement services platform connecting high net worth individuals and family offices to a curated network of real estate, venture, and private offering sponsors. The core offering comprises four integrated service pillars: Private Placement Services (access to investment opportunities ranging from stable yield to opportunistic), EB-5 Immigrant Investor Visa Program Investments (qualifying real estate investments for foreign investors seeking US residency), Sponsor Access Services (connecting investors to sponsors like CA Ventures), and Capital Raising Services for Sponsors (providing developers with efficient funding solutions). The company employs a rigorous due diligence process combining bottom-up fundamental analysis with top-down macro overlay, targeting investors with $1 million or more in investable assets.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Placement Services Provides high net worth and institutional investors with direct access to high quality private placement investment opportunities, ranging from stable pure yield to higher risk/higher return investments including value-add property acquisitions, development projects, venture capital, and private placement opportunities.
• EB-5 Immigrant Investor Visa Program Investments Works with elite US real estate developers to identify investments that qualify under the EB-5 immigrant investor Visa program created in 1990 by the US government, helping foreign investors obtain US residency through qualifying investments.
• Capital Raising Services for Sponsors Provides efficient capital solutions to top real estate developers and middle market operators, optimizing capital raised through knowledge of capital markets, strong industry relationships, and governmental funding programs.

Quantifiable outcome

• Individuals and institutions with investable assets exceeding $1 million can benefit from alternative investments to diversify portfolios

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• CA VenturescoreStrategic or Co-development PartnerCA Ventures is a Chicago-based global, vertically integrated real estate investment management company with more than $13 billion of assets across the United States, Europe, and Latin America. Secure Capital Research partners with CA Ventures to offer investment opportunities, including EB-5 immigrant investor Visa program investments. Tom Dreyer and Tom Rotert are founders and principals of Secure Capital Group LLC, a joint venture partner in Randolph Street Capital LLC formed by CA Ventures and Secure Capital Group.
• Randolph Street Capital LLCcoreStrategic or Co-development PartnerJoint venture formed by Chicago-based real estate developer CA Ventures and Secure Capital Group LLC (affiliated with Secure Capital Research). Tom Dreyer and Tom Rotert are founders and principals of Secure Capital Group LLC, making this a strategic partnership that connects Secure Capital Research's principals to CA Ventures' real estate investment pipeline.

Recent moves5 records

Expansion highlights4 records

Direct peers

• Maxim Group: Mid-sized broker-dealer with private placement and capital raising capabilities for emerging and mid-market issuers; comparable as a private placement broker-dealer serving HNW and institutional capital.
• Spartan Capital Securities: Independent broker-dealer offering private placements, institutional equities, and wealth management; closely comparable private placement intermediation function targeting HNW and institutional investors.
• National Securities Corporation: Broker-dealer and investment bank specializing in private placements, public offerings, and wealth management for HNW clients; directly comparable as a private placement-focused broker-dealer.
• Aegis Capital Corp. Independent FINRA-registered broker-dealer executing private placements, capital raises, and wealth management for HNW investors; directly comparable in business model and target clientele.
• EF Hutton: Independent broker-dealer focused on capital markets, private placements, and wealth management for HNW and institutional clients; closely mirrors Secure Capital Research's private placement intermediation and HNW/RIA distribution model.

Broad incumbents

• B. Riley Financial: Public broker-dealer with active private placement and capital raising franchise serving mid-market issuers; directly comparable function of raising private capital for sponsors, though operating at much greater scale across diversified verticals.
• Houlihan Lokey: Global investment bank with a dedicated capital markets and private funds placement practice; comparable as a capital-raising intermediary for alternative investment sponsors, with a much broader service mix and institutional client base.
• Cantor Fitzgerald & Co. Large diversified broker-dealer with a significant private placement and capital markets practice serving institutional and HNW clients; comparable to Secure Capital Research in private placement intermediation but materially larger and broader in scope.

Others

• CA Ventures: Real estate investment management firm and core sponsor partner of Secure Capital Research; comparable as the supply-side counterparty whose deal pipeline Secure Capital Research distributes, rather than a direct competitor.
• Greystone & Co. Real estate and infrastructure finance intermediary with capital raising and syndication capabilities; adjacent/partner-like to Secure Capital Research in channeling private capital into commercial real estate sponsors.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/7000-miles-llc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Secure Capital Research