Idi Investment Management, LLC. (Atlanta)

Idi Investment Management provides portfolio management for businesses and institutional clients and acquisition, disposition and management of real estate. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Idi Investment Management: assets under management

The assets under management (AUM) of Idi Investment Management, LLC. is $472.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $472.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $118.25 million each.

Idi Investment Management has custody of $472.99 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Idi Investment Management, LLC. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Based in Atlanta

The principal office where Idi Investment Management, LLC. performs its advisory services is located at 1100 Peachtree Street Ne, Atlanta, GA 30309, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-479-4000 or by fax 404-479-4115. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.idi.com.

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