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| Happy Holidays!! thanks for using AUM13F!! |
| IDR Investment Management LLC
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| CRD # | 286208 |
| SEC # | 801-108809 |
| CIK # | 0001691418 |
| AUM | $8.5 B (2025-03-28) |
| Employees | 13 (77% Investors, 8% Brokers) |
| Phone | 216-264-8185 |
| Address | 3 Summit Park Drive Independence, OH 44131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Core Property Index Master Fund LLC | [2019-03-23] | 1,323.4 | 5,262.0 |
| RE | Core Property Index Trust | 2019-03-23 | 616.6 | |
| RE | Core Property Index Fund LLC | 2016-12-06 | 46.6 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 6.2 |
| (g) Pension and profit sharing plans | 2 | 2.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 8.5 |
| By Discretionary | ||
| Discretionary | 7 | 8.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 8.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.5 | |
| Total | 7 | 8.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Gary Zdolshek | 14 | ||
| Thomas Bartos | 10 | ||
| IDR Investment Management LLC | 8 | ||
| Garrett Zdolshek | 7 | ||
| Angela Cooper | 3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0001691418] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Accordant ODCE Index Fund | |
| IDR Investment Management, LLC |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
IDR Investment Management LLC
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|
OH | 8.5 |
|
Investors Diversified Realty Management I LLC
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|
OH | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Realterm Transportation LLC
✚
|
MD | 10.0 |
|
GLP Capital Partners Inc
✚
|
CA | 9.4 |
|
Cabot Properties LP
✚
|
MA | 9.3 |
|
Artemis Real Estate Partners LLC
✚
|
MD | 9.2 |
|
Bain Capital Real Estate LP
✚
|
MA | 9.0 |
|
FPA Real Estate Advisers Group LLC
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|
CA | 7.7 |
|
Carmel Management III LLC
✚
|
CA | 7.5 |
|
Elmtree Funds LLC
✚
|
MO | 7.2 |
|
Jamestown LP
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|
GA | 7.2 |
|
Asana Partners LP
✚
|
NC | 7.0 |