Data / Investment advisers / Ohio / Idr Investment Management, LLC
Idr Investment Management, LLC, Independence, OH: $10.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Idr Investment Management, LLC is an SEC registered investment adviser with its main office in Independence, Ohio and reports $10.2 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include pooled investment vehicles, pension and profit sharing plans and investment companies. It is paid through a percentage of assets under management. It advises 6 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 286208
- SEC file number
- 801-108809
- SEC status
- Approved, effective January 3, 2017
- Main office
- 3 Summit Park Drive Suite 450, Independence, OH 44131
- Phone
- (216) 264-8185
- Website
- idrinvestments.com
- Regulatory AUM
- $10,186,557,933 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $10,186,557,933
- Accounts
- 9
- Employees
- 15, of which 13 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Private funds
- 6: 5 real estate funds, 1 other private fund
- Gross assets of private funds
- $9,180,313,193
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 6 | $9.25 billion |
| Pension and profit sharing plans | 2 | $729.5 million |
| Investment companies | 1 | $211.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $10.19 billion | March 30, 2026 |
| December 1, 2025 | $8.55 billion | March 28, 2025 |
Other advisers in Independence
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fairway Wealth Management LLC | Independence | $2.98 billion | Not listed | adviserinfo.sec.gov |
| Strategic Wealth Partners, LTD. | Independence | $1.64 billion | Not listed | adviserinfo.sec.gov |
| Riverview Research, LLC | Independence | $990.8 million | Not listed | adviserinfo.sec.gov |
| Tempo Wealth | Independence | $804.3 million | Not listed | adviserinfo.sec.gov |
| Prasad Wealth Partners | Independence | $572.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Independence, OH
- Investment advisers in Ohio
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Idr Investment Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.