|
⚲
|
| Keyboard |
| SDR Investment Management Inc
✚
|
|
|---|---|
| CRD # | 108682 |
| SEC # | 801-134930 |
| CIK # | 0001790677 |
| AUM | 188.6 M (2026-03-30) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Valued Retirements Inc
✚
|
TX | 190.1 M |
|
Conceptual Financial Advisors LLC
✚
|
WI | 189.9 M |
|
TT Capital Management LLC
✚
|
189.8 M | |
|
Odyssey Capital Advisors Inc
✚
|
PA | 189.2 M |
|
Hahn Financial Group Inc
✚
|
SD | 188.7 M |
|
Ivy League Financial Advisors LLC
✚
|
MD | 188.7 M |
|
Wright Wealth LLC
✚
|
GA | 188.5 M |
|
KFG LLC
✚
|
SD | 188.1 M |
|
Heritage Financial Advisors LLC
✚
|
OH | 188.0 M |
|
Wall Street Financial Group Inc
✚
|
IL | 187.7 M |