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IDR Investment Management LLC
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CRD # | 286208 |
SEC # | 801-108809 |
CIK # | 0001691418 |
AUM | $5.1 BB (2024-08-13) |
Employees | 14 (79% Investors, 7% Brokers) |
Phone | 216-264-8185 |
Address | 3 Summit Park Drive Independence, OH 44131 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
RE | Accordant Real Estate Growth Fund | [2024-01-26] | 0.0 | 0.0 |
RE | Core Property Index Master Fund LLC | [2019-03-23] | 149.8 | 3,141.6 |
RE | Core Property Index Trust | 2019-03-23 | 705.7 | |
RE | Core Property Index Fund LLC | 2016-12-06 | 49.6 |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 4 | 3.9 |
(g) Pension and profit sharing plans | 1 | 1.1 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 6 | 5.1 |
By Discretionary | ||
Discretionary | 6 | 5.1 |
Non-Discretionary | 0 | 0.0 |
Total | 6 | 5.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 5.1 | |
Total | 6 | 5.1 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
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Gary Zdolshek | 14 | ||
Thomas Bartos | 10 | ||
IDR Investment Management LLC | 8 | ||
Garrett Zdolshek | 7 | ||
Angela Cooper | 3 | ||
Accordant Investments LLC | 1 | ||
Greg Stark | 1 |
EDGAR Form | CIK | 2011 - 2024 |
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3 | [0001691418] |
Form 3/4/5 Subject | 2011 - 2024 |
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IDR Investment Management, LLC | |
Accordant ODCE Index Fund |
Related Firms | State | AUM ($BB) |
---|---|---|
IDR Investment Management LLC
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OH | 5.1 |
Investors Diversified Realty Management I LLC
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OH | 0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Bell Partners Investment Manager LLC
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|
NC | 5.7 |
FPA Real Estate Advisers Group LLC
✚
|
CA | 5.7 |
Cortland Investment Management LLC
✚
|
GA | 5.6 |
Resource Management Service LLC
✚
|
AL | 5.2 |
Forest Investment Associates LP
✚
|
GA | 5.0 |
Waterton Investment Adviser LLC
✚
|
IL | 4.7 |
Amherst Capital Management LLC
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|
NY | 4.6 |
Meadow Capital Management LLC
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|
NY | 4.6 |
Fairfield Realty Advisors LLC
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|
CA | 4.5 |
Slate Advisory Service US LLC
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|
IL | 4.3 |