IDR INVESTMENT MANAGEMENT, LLC
CRD #286208 SEC #801-108809 INDEPENDENCE, OH (216) 264-8185
SEC Registered Private Funds
Total AUM
$8.5B
Discretionary
$8.5B
Employees
13
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $8.5B | $8.5B | $0 | 13 | 0 |
| Aug 2024 | $5.1B | $5.1B | $0 | 14 | 0 |
| Mar 2024 | $5.1B | $5.1B | $0 | 14 | 0 |
| Nov 2023 | $5.5B | $5.5B | $0 | 12 | 0 |
| May 2023 | $5.5B | $5.5B | $0 | 12 | 0 |
| Mar 2023 | $5.5B | $5.5B | $0 | 12 | 0 |
| Mar 2023 | $5.5B | $5.5B | $0 | 12 | 0 |
| Mar 2022 | $3.4B | $3.4B | $0 | 11 | 0 |
| Sep 2021 | $1.6B | $1.6B | $0 | 10 | 0 |
| Mar 2021 | $1.6B | $1.6B | $0 | 10 | 0 |
| Mar 2021 | $1.6B | $1.6B | $0 | 10 | 0 |
| Sep 2020 | $1.6B | $1.6B | $0 | 9 | 0 |
| Mar 2020 | $1.6B | $1.6B | $0 | 9 | 0 |
| Mar 2019 | $1.3B | $1.3B | $0 | 9 | 0 |
| Mar 2019 | $1.3B | $1.3B | $0 | 9 | 0 |
| Aug 2017 | $0 | $0 | $0 | 7 | 0 |
| Dec 2016 | $0 | $0 | $0 | 7 | 0 |
DateMar 2025
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees13
Clients0
DateAug 2024
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees14
Clients0
DateNov 2023
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees12
Clients0
DateMay 2023
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees11
Clients0
DateSep 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees10
Clients0
DateSep 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees9
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0