|
⚲
|
| SDR Investment Management Inc
✚
|
|
|---|---|
| CRD # | 108682 |
| SEC # | 801-134930 |
| CIK # | 0001790677 |
| AUM | $188.6 M (2026-03-30) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 407-831-8002 |
| Address | 100 Crown Oak Centre Drive Longwood, FL 32750 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 601 | 103.0 |
| (b) Individuals (high net worth individuals) | 54 | 80.3 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 5.2 |
| (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 | 1,165 | 188.6 |
| By Discretionary | ||
| Discretionary | 12 | 7.1 |
| Non-Discretionary | 1,153 | 181.5 |
| Total | 1,165 | 188.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 188.6 | |
| Total | 1,165 | 188.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001790677] |
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