Clients
Idr Investment Management serves 9 clients, 6 of them pooled investment vehicles. The average client has about $1.13 billion with the firm.
- Investment companies1 clients2%
- Pooled investment vehicles6 clients91%
- Pension and profit-sharing plans2 clients7%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 1 | $211,404,947 | 2.1% | $211.4M |
| Pooled investment vehicles | 6 | $9,245,608,548 | 90.8% | $1.54B |
| Pension and profit-sharing plans | 2 | $729,544,438 | 7.2% | $364.8M |
| Total | 9 | $10,186,557,933 | 100% | $1.13B |
- Clients
- 1
- Regulatory AUM
- $211,404,947
- Share
- 2.1%
- Avg. per client
- $211.4M
- Clients
- 6
- Regulatory AUM
- $9,245,608,548
- Share
- 90.8%
- Avg. per client
- $1.54B
- Clients
- 2
- Regulatory AUM
- $729,544,438
- Share
- 7.2%
- Avg. per client
- $364.8M
Total
- Clients
- 9
- Regulatory AUM
- $10,186,557,933
- Share
- 100%
- Avg. per client
- $1.13B
What it does
Idr Investment Management provides portfolio management for investment companies and portfolio management for pooled vehicles. It is paid through a percentage of assets.
Idr Investment Management advises 6 private funds.
100.0% of assets ($10.19B across 9 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Other100%
- Private real estate limited partnerships100%
Custodians
Idr Investment Management’s client accounts are held mainly at Fifth Third Bank, with 5% of managed assets, and Bank of New York Mellon, with 2%. Idr Investment Management has custody of $10.19B for 9 clients.
- Bank of New York MellonBank of New York Mellon · Pittsburgh, PA · $253.2M2%
- Fifth Third BankFifth Third Bank · Cincinnati, OH · $476.4M5%
- All other custodians$9.46B93%
Ownership and leadership
Emphasis Capital LLC owns 50% to 75% of Idr Investment Management.
- Owns 50% to 75% of Idr Investment Management, LLC
Emphasis Capital LLC
Control person · since April 2023
- Owns 25% to 50% of Idr Investment Management, LLC
Idr Holdings LLC
Control person · since January 2017
- Owns 50% to 75% of Idr Holdings LLC
Gary Zdolshek
Control person · since January 2017
- Owns 25% to 50% of Idr Holdings LLC
Roger Rankin
Control person · since January 2017
Leadership
- Angela CooperChief Financial Officer/ Chief Compliance Officer
- Zdolshek GarrettChief Investment Officer
- Brian ThomasHead of Analytics
- Gary ZdolshekCEO
Staff
- 15 employees
- 13 in advisory functions
- 1 broker-dealer rep
- 1 soliciting firm
Fees
Idr Investment Management is paid through a percentage of assets under management.
Idr Investment Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Idr Investment Management has 0 offices, with 1 listed address in 1 state.
Ohio · 1 listed address
- 3 Summit Park Drive, Suite 450, IndependenceHQ
Registration details
- Legal name
- Idr Investment Management, LLC
- Headquarters
- 3 Summit Park Drive, Suite 450, Independence, OH 44131
- Phone
- 216-264-8185
- Website
- Not reported
- SEC file
- 801-108809
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Idr Investment Management have?
Idr Investment Management has 9 clients and manages $10.2 billion for them, as of March 2026. They include 6 pooled investment vehicles, 2 pension and profit-sharing plans and 1 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Idr Investment Management offer?
Idr Investment Management provides portfolio management for investment companies and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Idr Investment Management use?
Idr Investment Management’s separately managed account assets are held at Fifth Third Bank (Cincinnati, OH), with $476,393,085 and Bank of New York Mellon (Pittsburgh, PA), with $253,151,353. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Idr Investment Management have?
Idr Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 15 employees, and 13 perform investment advisory functions. 1 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Idr Investment Management invest in?
At the end of its last fiscal year, Idr Investment Management’s separately managed accounts held 100% private real estate limited partnerships. It advises 6 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Idr Investment Management?
Idr Investment Management is owned through a holding company by Gary Zdolshek and Roger Rankin. Its direct owners are Emphasis Capital LLC (50% to 75%) and Idr Holdings LLC (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Idr Investment Management get paid?
Idr Investment Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file