IDR Investment Management LLC

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Assets, Funds, Holdings

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IDR Investment Management LLC
CRD #286208
SEC #801-108809
CIK #0001691418
AUM $5.1 BB (2024-08-13)
Employees 14 (79% Investors, 7% Brokers)
Phone216-264-8185
Address3 Summit Park Drive
Independence, OH 44131
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
6.04.83.62.41.20.02009201420192025
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 ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 4 3.9
(g) Pension and profit sharing plans 1 1.1
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 6 5.1
By Discretionary
Discretionary 6 5.1
Non-Discretionary 0 0.0
Total 6 5.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 5.1
Total 6 5.1
Form D Directors # Filings # Firms 2011 - 2024
Gary Zdolshek 14
Thomas Bartos 10
IDR Investment Management LLC 8
Garrett Zdolshek 7
Angela Cooper 3
Accordant Investments LLC 1
Greg Stark 1
EDGAR Form CIK 2011 - 2024
3 [0001691418]
Form 3/4/5 Subject 2011 - 2024
IDR Investment Management, LLC
Accordant ODCE Index Fund
Related Firms State AUM ($BB)
IDR Investment Management LLC
OH 5.1
Investors Diversified Realty Management I LLC
OH 0.0
Comparable Firms State AUM ($BB)
Bell Partners Investment Manager LLC
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
NY 4.6
Meadow Capital Management LLC
NY 4.6
Fairfield Realty Advisors LLC
CA 4.5
Slate Advisory Service US LLC
IL 4.3
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