SourcingSourcing

IDR INVESTMENT MANAGEMENT, LLC

C28
CRD 286208·SEC 801-108809·INDEPENDENCE, OH
AUM
$10.19B
$1B+
Est. Revenue
$101.9M
@ 1% on AUM
Est. EBITDA
$30.6M
@ 30% margin
Est. Deal Value
$244.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
IDR INVESTMENT MANAGEMENT, LLC
CRD
286208
SEC file #
801-108809
EIN
836506002
DBA names
—

Economics

AUM
$10.19B
AUM band
$1B+
AUM trajectory
'20'26
$1.27B → $10.19B▲ +703%
Client mix
Pooled Investment Vehicles6
Pension Profit Sharing Plans2
Investment Companies1

Operations

Employees (total)
15
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
8 advisors → 13 advisors▲ +63%
Primary office
INDEPENDENCE OH
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
idrinvestments.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EMPHASIS CAPITAL LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
EMPHASIS CAPITAL LLC
IDR HOLDINGS LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
IDRINVESTMENTS.COM
Rdap Domain Creation Date
2021-10-26T20:03:57Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
158,889
Form 5500 Compensation Trajectory 3y
2025158,889
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
158,889
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001759744
Edgar Registered
Yes
Edgar Filing Count
8
Edgar First Filing Date
2018-11-21
Edgar Last Filing Date
2026-01-21
Edgar Form D Count
8
Edgar Form D Offerings
2026-01-212026-01-21 · 0000902664-26-000323
2025-01-212025-01-21 · 0000902664-25-000333

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street4
E*trade4
Bny Mellon2
Edgar Addresses
Mailing
3 SUMMIT PARK DRIVESUITE 450INDEPENDENCE, OH 44131
Business
3 SUMMIT PARK DRIVESUITE 450INDEPENDENCE, OH 44131
Edgar EIN
836506002
Edgar Recent Filings
D/A2026-01-21 · 0000902664-26-000323
D/A2025-01-21 · 0000902664-25-000333
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-26T20:03:57Z
Rdap Domain Last Changed
2025-10-27T10:00:36Z
Rdap Nameservers
Ns47.domaincontrol.comNs48.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
ZDOLSHEK, GARY, ALBERT
Executive Officer · 2.5%
1252291
Cooper, Angela, Marie
Executive Officer · 2.5%
7893498
GARRETT, ZDOLSHEK
Executive Officer · 2.5%
5317372
Thomas, Brian
Executive Officer · 2.5%
7893500