Investors Diversified Realty Management I LLC - Assets, Funds, Holdings
Investors Diversified Realty Management I LLC
CRD # 151913
SEC # 801-79449
CIK #
AUM
Employees
9 (100% Investors, 11% Brokers)
Fees
Minimum
Phone 216-622-0004
Address 1111 Superior Ave Cleveland, OH 44114
Source
[IAPD]
[Website]
Total AUM ($M)
140 112 84 56 28 0 2010 2015 2020 2025
Fees and Compensation — Form ADV Part 2A (3/10/2020)
[Brochure]
Item 5 Fees and Compensation
Please refer to the "Advisory Business" section in this brochure and the offering documents of the
Partnership for information on our advisory fees.
Account Minimums and Types of Clients — Form ADV Part 2A (3/10/2020)
[Brochure]
Item 7 Types of Clients
We offer investment advisory services to pooled investment vehicles, banks and thrift institutions,
pension and profit sharing plans, trusts, estates, charitable organizations, corporations, high net worth
individuals and other money managers.
Investors in the Partnership are required to be "accredited investors" as defined in Regulation D of the
Securities Act or "qualified purchasers" as defined in Section 2(a)(51) of the Investment Company Act.
Investors in the Partnership will be required to make a minimum investment of $100,000. The General
Partner, in its sole discretion, may accept lesser amounts.
SPVs will generally only be created for larger relationships and will require a minimum capital
commitment of $15 million.
©2017 National Compliance Services 800-800-3204
Type
Form D Funds
Date
Sold
AUM
Other
Investors Diversified Realty Fund LP
[2014-03-21]
51.3 M
22.8 M
Filed 2012-02-13 (D/A) · Exemption 506 · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Not Applicable
AUM Breakdown
Accounts
AUM ($M)
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
0
0.0
(e) Business development companies
0
0.0
(f) Pooled investment vehicles
1
22.8
(g) Pension and profit sharing plans
0
0.0
(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
1
22.8
By Discretionary
Discretionary
1
22.8
Non-Discretionary
0
0.0
Total
1
22.8
By Non-United States Persons
Non-United States Persons
0.0
United States Persons
22.8
Total
1
22.8
Form D Directors
Role
# Filings
# Firms
2011 - 2026
Gary Zdolshek
Executive Officer
15
3
Firm Profile (Form ADV)
Discretionary AUM $0.1B
Serves Institutional
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