Income Research & Management

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Assets, Funds, Holdings

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Income Research & Management
CRD #104863
SEC #801-29482
CIK #1165830
AUM $71.9 BB (95% Disc, 98% US)
Employees170 (32% Investors, 0% Brokers)
Phone617-330-9333
Address100 Federal Street
Boston, MA 02110-1884
Source IAPDexternal EDGARexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other IR&M Intermediate Credit Fund LLC 2015-09-24external
63.4
60.7
Other IR&M Short Credit Fund LLC 2015-07-10external
148.6
50.9
Other IR&M Socially Responsible Core Bond Fund LLC 2015-03-12external
182.4
93.5
Other IR&M Intermediate Treasury Inflation-Protected Securities TIPS Fund LLC 2014-12-03external
113.7
113.8
Other IR&M Long Government/Credit Fund LLC 2014-11-07external
1,184.2
988.6
Other IR&M Long Credit Fund LLC 2014-09-08external
159.0
163.8
Other IR&M Tax-Efficient Crossover Bond Fund LLC 2012-09-04external
495.4
353.8
Other IR&M Short Fund LLC 2011-05-23external
1,774.2
800.9
Other IR&M Core Bond Fund LLC 2010-03-15external
1,911.3
857.4
Other IR&M Core Bond Fund II LLC 2010-03-04external
2,216.4
1,637.3
View All
Fund Directors # Filings # Firms 2011-2019
Income Research & Management 11 1
Comparable Firms State AUM ($BB)
Legg Mason Private Portfolio Group LLC
NY
82.3
US Bancorp Asset Management Inc
MN
81.5
Barrow Hanley Mewhinney & Strauss LLC
TX
76.5
Lazard Freres & Co LLC
NY
71.2
Miller Anderson & Sherrerd LLP
PA
71.0
Charles Schwab Investment Advisory Inc
CA
70.6
Schroder Investment Management North America Inc
NY
65.6
Mitchell Hutchins Asset Management Inc
NY
64.1
Sterling Capital Management LLC
NC
56.9
NFP Retirement Inc
CA
56.7