← Back to searchVisit website
IDR INVESTMENT MANAGEMENT, LLC
CRD 286208 · SEC 801-108809
3 SUMMIT PARK DRIVE, SUITE 450, INDEPENDENCE, OH, 44131, United States
Phone
(216) 264-8185
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$10.19B
Discretionary AUM
$10.19B
Team
15 total employees; 13 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $211.4M |
| Pooled investment vehicles | 6 | $9.25B |
| Pension/profit sharing plans | 2 | $729.5M |
States served
OH
All web addresses on file
Official SEC filing: View on IAPD