CEO · IDR Investment Management, LLC
Gary A. Zdolshek
CRD 1252291 · Named on Form ADV at one SEC-registered adviser
At a glance
IDR Investment Management, LLC, an SEC-registered private fund adviser based in Independence, OH with $10.2 billion in regulatory assets, lists Gary A. Zdolshek on its Form ADV as CEO, a control person.
Firms and roles
- IDR Investment Management, LLCCEOPrivate fund adviser · Independence, OH · $10B in regulatory assets
AtlasMembers
Gary’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Angela M. CooperChief Financial Officer/ Chief Compliance Officer, IDR Investment Management, LLC
- Brian ThomasHead of Analytics, IDR Investment Management, LLC
- Zdolshek GarrettChief Investment Officer, IDR Investment Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.