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| Income Research Management
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| CRD # | 104863 |
| SEC # | 801-29482 |
| CIK # | 0001165830 |
| AUM | 130.65 B (2026-03-31) |
| Employees | 218 (29% Investors, 3% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-330-9333 |
| Address | 115 Federal Street Boston, MA 02110-1884 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | IR&M Core ESG Bond Fund LLC | [2022-03-28] | 228.5 M | 161.8 M |
| Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $2,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | IR&M Tax-Efficient Crossover California Bond Fund LLC | [2021-03-29] | 191.0 M | 150.9 M |
| Filed 2020-02-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets $50,000,001 - $100,000,000 | ||||
| Other | IR&M Core Plus Bond Fund LLC | [2020-03-27] | 1,097.2 M | 714.6 M |
| Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | IR&M Short Diversified Income Fund LLC | [2020-03-27] | 87.8 M | 55.1 M |
| Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $2,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | IR&M Short ESG Bond Fund LLC | [2020-03-27] | 183.2 M | 63.4 M |
| Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets $50,000,001 - $100,000,000 | ||||
| Other | IR&M Intermediate Credit Fund LLC | [2016-03-30] | 2,114.1 M | 1,398.1 M |
| Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets $50,000,001 - $100,000,000 | ||||
| Other | IR&M Short Credit Fund LLC | [2016-03-30] | 191.0 M | 77.9 M |
| Filed 2020-02-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets $50,000,001 - $100,000,000 | ||||
| Other | IR&M Socially Responsible Core Bond Fund LLC | [2016-03-30] | 466.3 M | 166.9 M |
| Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets $50,000,001 - $100,000,000 | ||||
| Other | IR&M Intermediate Treasury Inflation-Protected Securities TIPS Fund LLC | [2015-03-31] | 144.5 M | 29.2 M |
| Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| Other | IR&M Long Credit Fund LLC | [2015-03-31] | 812.1 M | 272.8 M |
| Filed 2026-02-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000 | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 454 | 5.1 |
| (c) Banking or thrift institutions | 0 | 0.1 |
| (d) Investment companies | 12 | 6.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 32 | 24.7 |
| (g) Pension and profit sharing plans | 118 | 24.4 |
| (h) Charitable organizations | 165 | 25.8 |
| (i) State or municipal government entities | 44 | 17.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 92 | 21.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,559 | 130.7 |
| By Discretionary | ||
| Discretionary | 1,556 | 130.1 |
| Non-Discretionary | 3 | 0.5 |
| Total | 1,559 | 130.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 128.3 | |
| Total | 1,559 | 130.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001165830] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $35.4B |
| Serves | Institutional, Retail |
| LEI | 254900UUTC021YH5R425 |
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|---|---|---|
|
Global Retirement Partners LLC
✚
|
CA | 169.58 B |
|
Payden & Rygel
✚
|
CA | 158.23 B |
|
Aperio Group LLC
✚
|
CA | 152.13 B |
|
Schroder Investment Management North America Inc
✚
|
NY | 150.40 B |
|
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 139.88 B |
|
Putnam Investment Management LLC
✚
|
MA | 117.24 B |
|
Icici Prudential Asset Management Company Limited
✚
|
117.06 B | |
|
Natixis Advisors LLC
✚
|
MA | 108.65 B |
|
Rockefeller Financial LLC
✚
|
NY | 99.60 B |
|
AssetMark Inc
✚
|
CA | 91.76 B |