IDR Investment Management, LLC
SEC RegisteredBringing the benefits of indexing to private real estate
About the firm
IDR Investments has developed proprietary technology to create what it describes as the world's first true private real estate index fund, the IDR ODCE Index Fund, which provides index exposure to the NFI-ODCE benchmark for commercial real estate. The firm believes every investor deserves access to a reliable, data-driven source of exposure to private real estate.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private real estate index fund investing via the IDR ODCE Index Fund, offering ODCE index exposure, quarterly liquidity, low fees, and ease of use; wealth management described as coming soon
Who they serve
Financial advisors and institutional investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 6 | $9.2B |
| Charitable Organizations | 2 | $730M |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Private Fund Management Fee (lower bound) | 0.20% |
| Private Fund Management Fee (upper bound) | 0.40% |
| Accordant Management Fee (Registered Fund) | 0.60% |
| Sub-Adviser Management Fee (IDR, Registered Fund) | 0.30% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. IDR Investment Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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