IDR INVESTMENT MANAGEMENT, LLC
Adviser information for IDR INVESTMENT MANAGEMENT, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 14 |
|---|---|
| Investment Advisory/Research | 11 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $5.1B |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $5.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $39.6M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $3.9B |
| Pension and profit sharing plans | 1 | $1.1B |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUM |
Principal Office
3 SUMMIT PARK DRIVESUITE 450
INDEPENDENCE
OH
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: (216) 264-8185, Fax: None
Websites
Chief Compliance Officer
ANGELA COOPER
CFO
3 SUMMIT PARK DRIVE
SUITE 450
INDEPENDENCE
OH
United States
Tel:
(216) 264-8185
A**@*****************M
(Full email address available in API data)
Regulatory Contact
BRIAN THOMAS
DIRECTOR OF ANALYTICS
3 SUMMIT PARK DRIVE
SUITE 450
INDEPENDENCE
OH
United States
Tel:
(216) 264-8185
B**@****************M
(Full email address available in API data)
Industry Affiliates
| ACCORDANT INVESTMENTS LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ACCORDANT REAL ESTATE GROWTH FUND | Real Estate Fund | $0.0M | $0.1M | 0 |
| CORE PROPERTY INDEX FUND, LLC | Real Estate Fund | $49.6M | $5.0M | 63 |
| CORE PROPERTY INDEX MASTER FUND, LLC | Real Estate Fund | $3,141.6M | $5.0M | 3 |
| CORE PROPERTY INDEX TRUST | Real Estate Fund | $705.7M | $5.0M | 11 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ZDOLSHEK, GARY, ALBERT | Individual | – | CEO | 12/2016 | 10-25% |
| RANKIN, ROGER, FARNHAM | Individual | – | MEMBER | 12/2016 | 10-25% |
| EMPHASIS CAPITAL LLC | Domestic Entity | – | MEMBER | 04/2023 | 50-75% |
| Cooper, Angela, Marie | Individual | – | CHIEF FINANCIAL OFFICER/ CHIEF COMPLIANCE OFFICER | 01/2024 | < 5% |
| Thomas, Brian | Individual | – | HEAD OF ANALYTICS | 12/2016 | < 5% |
| GARRETT, ZDOLSHEK | Individual | – | CHIEF INVESTMENT OFFICER | 12/2016 | < 5% |