{"url":"https://nivawealth.com/firms/idr-investment-management-286208","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/286208","regulatoryAum":10186557933,"crd":"286208","secFileNumber":"801-108809","legalName":"Idr Investment Management, LLC","displayName":"Idr Investment Management","website":null,"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3 Summit Park Drive, Suite 450","city":"Independence","state":"OH","stateName":"Ohio","country":"United States","postalCode":"44131"},"tradeNames":[],"registration":{"secApproved":"3 January 2017","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":15,"advisory":13,"brokerDealerReps":1,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":10186557933,"discretionaryAccounts":9,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":1,"regulatoryAum":211404947},{"label":"Pooled investment vehicles","clients":6,"regulatoryAum":9245608548},{"label":"Pension and profit-sharing plans","clients":2,"regulatoryAum":729544438}],"fees":[],"feeNotes":[],"custodians":[{"name":"Bank of New York Mellon","shortName":"Bank of New York Mellon","location":"Pittsburgh, PA","smaAssets":253151353},{"name":"Fifth Third Bank","shortName":"Fifth Third Bank","location":"Cincinnati, OH","smaAssets":476393085}],"custodyNote":"Idr Investment Management has custody of $10.19B for 9 clients.","otherCustodians":[],"leadership":[{"name":"Angela Cooper","title":"Chief Financial Officer/ Chief Compliance Officer","crd":"7893498"},{"name":"Zdolshek Garrett","title":"Chief Investment Officer","crd":"5317372"},{"name":"Brian Thomas","title":"Head of Analytics","crd":"7893500"},{"name":"Gary Zdolshek","title":"CEO","crd":"1252291"}],"ownership":[{"label":"Emphasis Capital LLC","detail":"Member in the 50% to 75% ownership band and a control person, since April 2023."},{"label":"Idr Holdings LLC","detail":"Member in the 25% to 50% ownership band and a control person, since January 2017."},{"label":"Gary Zdolshek","detail":"Indirect owner: a managing member of Idr Holdings LLC in the 50% to 75% band and a control person, since January 2017.","parent":"Idr Holdings LLC"},{"label":"Roger Rankin","detail":"Indirect owner: a member of Idr Holdings LLC in the 25% to 50% band and a control person, since January 2017.","parent":"Idr Holdings LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Ohio","offices":1,"addresses":[{"street":"3 Summit Park Drive, Suite 450","city":"Independence","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"216-264-8185","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[{"label":"Other","percent":100,"detail":"Private Real Estate Limited Partnerships"}],"privateFunds":6},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/286208/PDF/286208.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Idr Investment Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Idr Investment Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Idr Investment Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Idr Investment Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Idr Investment Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Idr Investment Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Idr Investment Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}