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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

INVESTORS DIVERSIFIED REALTY MANAGEMENT I LLC

CRD 151913

CLEVELAND, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:38ba8fa4-be95-93bc-312d-4f81c8416ff8

Data as of Mar 10, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 1
Observed: Mar 21, 2014 to Mar 10, 2020
10 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Investors Diversified Realty Management I LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $22.8MItem 5.F on the latest filing (2020-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $22.8M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $22.8Mgross asset value as reported per fund; never fund size
Custody, client assets: $22.8M
SEC number: 801-79449
CRD: 151913
Filings on the tape: 10
First filed: Mar 21, 2014
Latest filed: Mar 10, 2020
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
INVESTORS DIVERSIFIED REALTY FUND, LP	Other Private Fund	$22.8M	Mar 10, 2020	1	Mar 21, 2014	reported	021-148932

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BARTOS, THOMAS, JAMES	CHIEF COMPLIANCE OFFICER	Na	yes	08/2017	Aug 4, 2017	Mar 10, 2020
INVESTORS DIVERSIFIED REALTY LLC	MANAGING MEMBER	E	yes	05/2006	Mar 21, 2014	Mar 10, 2020
RANKIN, ROGER, FARNHAM	Member	C	yes	01/2009	Mar 21, 2014	Mar 10, 2020
ZDOLSHEK, GARY, ALBERT	MANAGING DIRECTOR	Na	yes	02/2010	Mar 21, 2014	Mar 10, 2020
ZDOLSHEK, GARY, ALBERT	MANAGING MEMBER	E	no	05/2006	Mar 21, 2014	Mar 10, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
IDR INVESTMENT MANAGEMENT, LLC	n/a	Asset manager	$10B	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 10, 2020	$22.8M	$22.8M	9	9	0	1	$22.8M
2018	Mar 12, 2019	$104M	$104M	9	9	0	1	$104M
2017	Feb 21, 2018	$116M	$116M	5	5	0	1	$116M
2016	Jan 23, 2017	$126M	$126M	5	5	n/a	1	$126M
2015	Mar 4, 2016	$130M	$130M	5	5	n/a	1	$130M
2014	Feb 5, 2015	$129M	$129M	6	6	n/a	1	$128M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$22.8M	$104M	-78.0%	$126M	-43.4%	9	9	0	0

Relationships

Affiliated with (1)

→ IDR INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Advises (1)

→ INVESTORS DIVERSIFIED REALTY FUND, LPPrivate fundOther Private Fund, IA
Mar 21, 2014 to presentfactForm ADV

Owns (1)

← ZDOLSHEK, GARY, ALBERTOwnerMANAGING MEMBER, ownership code E, individual
Mar 21, 2014 to presentfactForm ADV

Controls (4)

← ZDOLSHEK, GARY, ALBERTOwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 21, 2014 to presentfactForm ADV
← BARTOS, THOMAS, JAMESOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 4, 2017 to presentfactForm ADV
← RANKIN, ROGER, FARNHAMOwnerMEMBER, ownership code C, individual
Mar 21, 2014 to presentfactForm ADV
← INVESTORS DIVERSIFIED REALTY LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 21, 2014 to presentfactForm ADV

Dated events

Occurred
Mar 21, 2014
First Form ADV filing
Investors Diversified Realty Management I Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:38ba8fa4-be95-93bc-312d-4f81c8416ff8
First observed: Mar 21, 2014
Last observed: Mar 10, 2020 79 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INVESTORS DIVERSIFIED REALTY MANAGEMENT I LLC

CRD 151913

CLEVELAND, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:38ba8fa4-be95-93bc-312d-4f81c8416ff8

Data as of Mar 10, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:42 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

INVESTORS DIVERSIFIED REALTY FUND, LP

Other Private Fund

$22.8M

Mar 10, 2020

Mar 21, 2014

reported

021-148932

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARTOS, THOMAS, JAMES

CHIEF COMPLIANCE OFFICER

yes

08/2017

Aug 4, 2017

Mar 10, 2020

INVESTORS DIVERSIFIED REALTY LLC

MANAGING MEMBER

yes

05/2006

Mar 21, 2014

Mar 10, 2020

RANKIN, ROGER, FARNHAM

Member

yes

01/2009

Mar 21, 2014

Mar 10, 2020

ZDOLSHEK, GARY, ALBERT

MANAGING DIRECTOR

yes

02/2010

Mar 21, 2014

Mar 10, 2020

ZDOLSHEK, GARY, ALBERT

MANAGING MEMBER

05/2006

Mar 21, 2014

Mar 10, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

IDR INVESTMENT MANAGEMENT, LLC

n/a

Asset manager

$10B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 10, 2020

$22.8M

2018

Mar 12, 2019

$104M

2017

Feb 21, 2018

$116M

2016

Jan 23, 2017

$126M

n/a

$126M

2015

Mar 4, 2016

$130M

n/a

$130M

2014

Feb 5, 2015

$129M

n/a

$128M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$22.8M

$104M

-78.0%

$126M

-43.4%