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| Happy Holidays!! thanks for using AUM13F!! |
| Income Research Management
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| CRD # | 104863 |
| SEC # | 801-29482 |
| CIK # | 0001165830 |
| AUM | $109.0 B (2025-07-30) |
| Employees | 204 (30% Investors, 2% Brokers) |
| Phone | 617-330-9333 |
| Address | 115 Federal Street Boston, MA 02110-1884 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | IR&M Core ESG Bond Fund LLC | [2022-03-28] | 207.0 | 157.4 |
| Other | IR&M Tax-Efficient Crossover California Bond Fund LLC | [2021-03-29] | 191.0 | 14.8 |
| Other | IR&M Core Plus Bond Fund LLC | [2020-03-27] | 923.9 | 518.2 |
| Other | IR&M Short Diversified Income Fund LLC | [2020-03-27] | 87.8 | 55.4 |
| Other | IR&M Short ESG Bond Fund LLC | [2020-03-27] | 171.2 | 157.4 |
| Other | IR&M Intermediate Credit Fund LLC | [2016-03-30] | 1,099.2 | 351.8 |
| Other | IR&M Short Credit Fund LLC | [2016-03-30] | 191.0 | 77.9 |
| Other | IR&M Socially Responsible Core Bond Fund LLC | [2016-03-30] | 424.8 | 157.4 |
| Other | IR&M Intermediate Treasury Inflation-Protected Securities TIPS Fund LLC | [2015-03-31] | 144.5 | 56.5 |
| Other | IR&M Long Credit Fund LLC | [2015-03-31] | 762.6 | 247.6 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 414 | 4.3 |
| (c) Banking or thrift institutions | 0 | 0.1 |
| (d) Investment companies | 10 | 5.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 32 | 18.9 |
| (g) Pension and profit sharing plans | 103 | 21.6 |
| (h) Charitable organizations | 149 | 22.0 |
| (i) State or municipal government entities | 43 | 15.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 84 | 16.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 36 | 5.5 |
| (n) Other | 0 | 0.0 |
| Total | 949 | 109.0 |
| By Discretionary | ||
| Discretionary | 946 | 108.3 |
| Non-Discretionary | 3 | 0.7 |
| Total | 949 | 109.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 106.0 | |
| Total | 949 | 109.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Income Research & Management | 16 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001165830] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Schroder Investment Management North America Inc
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|
NY | 138.6 |
|
NEPC LLC
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|
MA | 137.3 |
|
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 125.9 |
|
NFP Retirement Inc
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|
CA | 118.0 |
|
Icici Prudential Asset Management Company Limited
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|
113.2 | |
|
Aperio Group LLC
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|
CA | 111.4 |
|
Invesco Asset Management Ltd
✚
|
111.4 | |
|
Sammons Financial Group Asset Management LLC
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|
IA | 109.8 |
|
Natixis Advisors LLC
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|
MA | 85.2 |
|
Putnam Investment Management LLC
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|
MA | 85.2 |