Private fund adviser · Independence, OH
IDR Investment Management, LLC
SEC-registered investment adviser · CRD 286208 · SEC 801-108809
At a glance
IDR Investment Management, LLC is an SEC-registered investment adviser based in Independence, Ohio, with $10.2 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 611th of 4,686 private fund advisers and 1,349th of 17,210 SEC-registered advisers by assets.
Main office 216-264-8185idrinvestments.comAs filed on Form ADV
- Regulatory AUM
- $10B
- Rank among private fund advisers
- #611 of 4,686
- Rank among all SEC RIAs
- #1,349 of 17,210
- Rank in Ohio
- #25 of 403
- Clients
- 9
- Accounts
- 9
- Discretionary
- 100% of AUM
- Employees
- 15
- Advisory staff
- 13
- Offices
- 1
Owners and executives on its Form ADV
- Gary A. ZdolshekCEO
- Angela M. CooperChief Financial Officer/ Chief Compliance Officer
- Brian ThomasHead of Analytics
- Zdolshek GarrettChief Investment Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
IDR Investment Management, LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names GT Securities as the broker-dealer its advisers are registered with.
n, who serves on our investment committee, is a registered representative with GT Securities, Inc., a securities broker-dealer, and a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 6 | $9.2B | 91% |
| Pension and profit sharing plans | 2 | $730M | 7% |
| Investment companies | 1 | $211M | 2% |
Private funds
IDR Investment Management, LLC reports 6 private funds with $9.2B in gross assets: real estate funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
IDR Investment Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗idrinvestments.com ↗
AtlasMembers
The full record on IDR Investment Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 978 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does IDR Investment Management, LLC manage?
IDR Investment Management, LLC reports $10.2 billion in regulatory assets under management across 9 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is IDR Investment Management, LLC?
IDR Investment Management, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are IDR Investment Management, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($9.2 billion, 6 clients); pension and profit sharing plans ($730 million, 2 clients); investment companies ($211 million, 1 clients).
Does IDR Investment Management, LLC manage private funds?
Yes. It reports 6 private funds with $9.2 billion in gross assets, including real estate funds, other private funds.
Does IDR Investment Management, LLC have any disciplinary history?
IDR Investment Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is IDR Investment Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →