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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARTOS, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARTOS, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARTOS, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER CHIEF FINANCIAL OFFICER | NA | Control |
| BARTOS, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER CHIEF FINANCIAL OFFICER | NA | Control |
| BARTOS, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| BARTOS, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| BARTOS, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| BARTOS, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| BARTOS, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| BARTOS, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| BARTOS, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| BARTOS, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| BARTOS, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| BARTOS, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | NA | Control |
| Cooper, Angela, Marie | I | CHIEF FINANCIAL OFFICER/ CHIEF COMPLIANCE OFFICER | NA | |
| Cooper, Angela, Marie | I | CHIEF FINANCIAL OFFICER/ CHIEF COMPLIANCE OFFICER | NA | |
| Cooper, Angela, Marie | I | CHIEF FINANCIAL OFFICER/ CHIEF COMPLIANCE OFFICER | NA | |
| GARRETT, ZDOLSHEK | I | CHIEF INVESTMENT OFFICER | NA | |
| GARRETT, ZDOLSHEK | I | CHIEF INVESTMENT OFFICER | NA | |
| GARRETT, ZDOLSHEK | I | CHIEF INVESTMENT OFFICER | NA | |
| Thomas, Brian | I | HEAD OF ANALYTICS | NA | |
| Thomas, Brian | I | HEAD OF ANALYTICS | NA | |
| Thomas, Brian | I | HEAD OF ANALYTICS | NA | |
| ZDOLSHEK, GARY, ALBERT | I | CEO | NA | Control |
| ZDOLSHEK, GARY, ALBERT | I | CEO | NA | Control |
| AFFINIUS CAPITAL | DE | MEMBER | D | Control |
| AFFINIUS CAPITAL | DE | MEMBER | D | Control |
| EMPHASIS CAPITAL LLC | DE | MEMBER | D | Control |
| EMPHASIS CAPITAL LLC | DE | MEMBER | D | Control |
| EMPHASIS CAPITAL LLC | DE | MEMBER | D | Control |
| EMPHASIS CAPITAL LLC | DE | MEMBER | D | Control |
| EMPHASIS CAPITAL LLC | DE | MEMBER | D | Control |
| USAA REAL ESTATE COMPANY | DE | MEMBER | D | Control |
| USAA REAL ESTATE COMPANY | DE | MEMBER | D | Control |
| USAA REAL ESTATE COMPANY | DE | MEMBER | D | Control |
| USAA REAL ESTATE COMPANY | DE | MEMBER | D | Control |
| IDR HOLDINGS LLC | DE | MEMBER | C | Control |
| IDR HOLDINGS LLC | DE | MEMBER | C | Control |
| USAA REAL ESTATE COMPANY | DE | MEMBER | C | Control |
| USAA REAL ESTATE COMPANY | DE | MEMBER | C | Control |
| USAA REAL ESTATE COMPANY | DE | MEMBER | C | Control |
| USAA REAL ESTATE COMPANY | DE | MEMBER | C | Control |
| USAA REAL ESTATE COMPANY | DE | MEMBER | C | Control |
| USAA REAL ESTATE COMPANY | DE | MEMBER | C | Control |
| USAA REAL ESTATE COMPANY | DE | MEMBER | C | Control |
| ZDOLSHEK, GARY, ALBERT | I | CEO AND CHIEF COMPLIANCE OFFICER | C | Control |
| ZDOLSHEK, GARY, ALBERT | I | CEO | C | Control |
| ZDOLSHEK, GARY, ALBERT | I | CEO | C | Control |
| ZDOLSHEK, GARY, ALBERT | I | CEO | C | Control |
| ZDOLSHEK, GARY, ALBERT | I | CEO | C | Control |
| ZDOLSHEK, GARY, ALBERT | I | CEO | C | Control |
| ZDOLSHEK, GARY, ALBERT | I | CEO | C | Control |
| RANKIN, ROGER, FARNHAM | I | CHAIRMAN | B | Control |
| RANKIN, ROGER, FARNHAM | I | CHAIRMAN | B | Control |
| RANKIN, ROGER, FARNHAM | I | CHAIRMAN | B | Control |
| RANKIN, ROGER, FARNHAM | I | CHAIRMAN | B | Control |
| RANKIN, ROGER, FARNHAM | I | CHAIRMAN | B | Control |
| RANKIN, ROGER, FARNHAM | I | CHAIRMAN | B | Control |
| RANKIN, ROGER, FARNHAM | I | CHAIRMAN | B | Control |
| RANKIN, ROGER, FARNHAM | I | CHAIRMAN | B | Control |
| RANKIN, ROGER, FARNHAM | I | CHAIRMAN | B | Control |
| RANKIN, ROGER, FARNHAM | I | CHAIRMAN | B | Control |
| RANKIN, ROGER, FARNHAM | I | CHAIRMAN | B | Control |
| RANKIN, ROGER, FARNHAM | I | CHAIRMAN | B | Control |
| RANKIN, ROGER, FARNHAM | I | CHAIRMAN | B | Control |
| RANKIN, ROGER, FARNHAM | I | CHAIRMAN | B | Control |
| RANKIN, ROGER, FARNHAM | I | CHAIRMAN | B | Control |
| RANKIN, ROGER, FARNHAM | I | MEMBER | B | Control |
| ZDOLSHEK, GARY, ALBERT | I | CEO | B | Control |
| ZDOLSHEK, GARY, ALBERT | I | CEO | B | Control |
| ZDOLSHEK, GARY, ALBERT | I | CEO | B | Control |
| ZDOLSHEK, GARY, ALBERT | I | CEO | B | Control |
| ZDOLSHEK, GARY, ALBERT | I | CEO | B | Control |
| ZDOLSHEK, GARY, ALBERT | I | CEO | B | Control |
| ZDOLSHEK, GARY, ALBERT | I | CEO | B | Control |
| ZDOLSHEK, GARY, ALBERT | I | CEO | B | Control |
| ZDOLSHEK, GARY, ALBERT | I | CEO | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| UNITED STATES AUTOMOBILE ASSOCIATION | DE | USAA REAL ESTATE COMPANY | E | Control |
| UNITED STATES AUTOMOBILE ASSOCIATION | DE | USAA REAL ESTATE COMPANY | E | Control |
| UNITED STATES AUTOMOBILE ASSOCIATION | DE | USAA REAL ESTATE COMPANY | E | Control |
| UNITED STATES AUTOMOBILE ASSOCIATION | DE | USAA CAPITAL CORPORATION | E | Control |
| UNITED STATES AUTOMOBILE ASSOCIATION | DE | USAA CAPITAL CORPORATION | E | Control |
| UNITED STATES AUTOMOBILE ASSOCIATION | DE | USAA CAPITAL CORPORATION | E | Control |
| ZDOLSHEK, GARY, ALBERT | I | IDR HOLDINGS LLC | D | Control |
| RANKIN, ROGER, FARNHAM | I | IDR HOLDINGS LLC | C | Control |
| USAA CAPITAL CORPORATION | DE | USAA REAL ESTATE COMPANY | C | Control |
| USAA CAPITAL CORPORATION | DE | USAA REAL ESTATE COMPANY | C | Control |
| USAA CAPITAL CORPORATION | DE | USAA REAL ESTATE COMPANY | C | Control |
| USAA CAPITAL CORPORATION | DE | USAA REAL ESTATE COMPANY | C | Control |
| USAA CAPITAL CORPORATION | DE | USAA REAL ESTATE COMPANY | C | Control |
| USAA CAPITAL CORPORATION | DE | USAA REAL ESTATE COMPANY | C | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (1)
OH
Address
3 SUMMIT PARK DRIVESUITE 450
INDEPENDENCE, OH 44131
United States
Phone: (216) 264-8185