Investment adviser · CRD 151913

INVESTORS DIVERSIFIED REALTY MANAGEMENT I LLC

Investment adviser filing (IA)

CLEVELAND, OH, United States · Form ADV filed Mar 10, 2020

Regulatory AUM
$22.8M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
9
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles1$22,792,930100.0%
Filing source

Form ADV 1391752 · Mar 10, 2020 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

INVESTORS DIVERSIFIED REALTY FUND, LPOther Private Fund · Last reported Mar 10, 2020$22.8MGross asset value

Form D fundraising filings

INVESTORS DIVERSIFIED REALTY FUND, L.P.

Fund administrator SS&C GLOBALOP WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-5930078309
Reported beneficial owners
1
Minimum commitment
$250K
Form D file number
021-148932

Form ADV 1391752 · Mar 10, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 10, 2020. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

1111 SUPERIOR AVE., SUITE 1100
CLEVELAND, OH, 44114, United States

CRD 151913

Filing source

Form ADV 1391752 · Mar 10, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.