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| IDR Investment Management LLC
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| CRD # | 286208 |
| SEC # | 801-108809 |
| CIK # | 0001691418 |
| AUM | 10.19 B (2026-03-30) |
| Employees | 15 (87% Investors, 7% 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 | AUM |
|---|---|---|---|---|
| Other | Cohen & Steers Tactical Real Estate Fund LP | [2026-03-30] | 5.0 M | 2.6 M |
| Filed 2025-07-28 (D) · Exemption 506(c), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Core Property Industrial Fund LLC | [2026-03-30] | 454.5 M | 880.4 M |
| Filed 2026-01-22 (D) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Core Property Index Master Fund LLC | [2019-03-23] | 2,161.4 M | 8,068.6 M |
| Filed 2026-01-21 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Core Property Index Trust | 2019-03-23 | 159.9 M | |
| RE | Core Property Index Fund LLC | 2016-12-06 | 31.6 M | |
| AUM Breakdown | Accounts | AUM ($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 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 9.2 |
| (g) Pension and profit sharing plans | 2 | 0.7 |
| (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 | 9 | 10.2 |
| By Discretionary | ||
| Discretionary | 9 | 10.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 10.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.2 | |
| Total | 9 | 10.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Gary Zdolshek | Executive Officer | 15 | 3 | |
| Thomas Bartos | Executive Officer | 10 | 3 | |
| Idr Investment Management LLC | Promoter | 9 | 2 | |
| Garrett Zdolshek | Executive Officer | 8 | 2 | |
| Angela Cooper | Executive Officer | 4 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001691418] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Real Estate |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| IDR Investment Management LLC | |
| Accordant ODCE Index Fund |
| Related Firms | State | AUM |
|---|---|---|
|
IDR Investment Management LLC
✚
|
OH | 10.19 B |
|
Investors Diversified Realty Management I LLC
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|
OH |
| Comparable Firms | State | AUM |
|---|---|---|
|
Intercontinental Real Estate Corporation
✚
|
MA | 12.18 B |
|
Kennedy Lewis Management LP
✚
|
NY | 11.54 B |
|
Artemis Real Estate Partners LLC
✚
|
MD | 11.42 B |
|
Realterm Transportation LLC
✚
|
MD | 10.87 B |
|
Rockwood Capital LLC
✚
|
NY | 10.61 B |
|
Bain Capital Real Estate LP
✚
|
MA | 9,995.4 M |
|
Walton Street Capital LLC
✚
|
IL | 9,762.6 M |
|
Cabot Properties LP
✚
|
MA | 9,112.6 M |
|
Northwood Investors LLC
✚
|
CO | 8,968.7 M |
|
Asana Partners LP
✚
|
NC | 8,352.3 M |