Idr Investment Management, LLC

SEC-regulated
Registered investment advisor
IDR Investment Management, LLC is a registered investment adviser based in Independence, Ohio, providing services since December 2016. The firm primarily offers portfolio management services for private pooled investment vehicles, including the Core Property Index Trust and Core Property Index Fund, LLC. IDR also serves as the subadviser for the Accordant ODCE Index Fund and the Accordant Real Estate Growth Fund. The minimum investment commitment for the Private Funds is $5,000,000, negotiable at the firm's discretion, while the Growth Fund requires a minimum investment of $50,000, and the Registered Fund requires a minimum of $2,500. IDR charges management fees ranging from 0.2% to 0.4% per annum for the Private Funds, with fees payable quarterly in arrears. The Registered Fund pays a management fee of 0.60% to Accordant, which in turn pays IDR a sub-adviser fee of 0.30%. The Growth Fund's management fee is described in its Offering Documents. IDR does not accept performance-based fees or engage in side-by-side management. The firm exercises investment discretion for its clients and provides services based on predefined objectives, risk tolerance, and other suitability factors outlined in the Funds' governing documents. Clients are assured that IDR does not have any disciplinary disclosures and maintains a client-focused approach in its operations.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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