IDR INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2017

Total AUM

$10.2B

Discretionary

$10.2B

100% of AUM

Avg account

$1.1B

Accounts

Employees

Advisory reps

Firm details

Headquarters: INDEPENDENCE, Ohio
CRD number: 286208
Registered since: January 3, 2017
Website: idrfof.com
Custodians: FIFTH THIRD SECURITIES, INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles90.76%
Pension & Profit Sharing Plans7.16%
Investment Companies2.08%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

IDR Investment Management, LLC is a limited liability company that operates as a real estate-focused adviser to institutional clients. The firm’s activity centers on managing pooled investment vehicles and serving as portfolio manager for investment companies, with a fee model that charges a percentage of assets under management. IDR is not positioned as a multi-state adviser or an ESG-driven investor; its stated classification and primary fund activity point to concentrated exposure to real estate strategies, supported by allocations to private equity and REITs when appropriate. The adviser runs closed investment programs rather than broad retail advisory services and appears structured to support large institutional mandates and pooled vehicle governance.