Institutional
    SEC Registered

    Idr Investment Management, LLC

    Registered investment advisor · Independence, Ohio · CRD #286208

    Assets Under Management
    $10.2B
    Client Accounts
    9
    Employees
    15
    CRD Number
    286208
    Registration
    SEC Registered
    Custodian
    Fifth Third Bank, Bank Of New York Mellon

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Idr Investment Management, LLC

    IDR has provided private equity real estate investment management services for over 15 years to institutional investors. IDR professionals developed and manage the first and only index fund for the private equity real estate asset class. IDR is headquartered in Independence, OH and currently has over $4 billion in assets under management.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Idr Investment Management, LLC's AUM?

    Idr Investment Management, LLC reports approximately $10.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Idr Investment Management, LLC headquartered?

    Idr Investment Management, LLC is headquartered in Independence, Ohio.

    What is Idr Investment Management, LLC's CRD number?

    Idr Investment Management, LLC's CRD number is 286208. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Idr Investment Management, LLC manage?

    Idr Investment Management, LLC manages approximately 9 client accounts according to its latest SEC filing.

    Is Idr Investment Management, LLC SEC registered?

    Yes, Idr Investment Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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