Income Research & Management

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Income Research & Management
CRD #104863
SEC #801-29482
CIK #1165830
AUM $71.9 BB (95% Disc, 98% US)
Employees170 (32% Investors, 0% Brokers)
Phone617-330-9333
Address100 Federal Street
Boston, MA 02110-1884
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
756045301502000200620132020
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other IR&M Intermediate Credit Fund LLC [2015-09-24] 63.4 60.7
Other IR&M Short Credit Fund LLC [2015-07-10] 148.6 50.9
Other IR&M Socially Responsible Core Bond Fund LLC [2015-03-12] 182.4 93.5
Other IR&M Intermediate Treasury Inflation-Protected Securities TIPS Fund LLC [2014-12-03] 113.7 113.8
Other IR&M Long Government/Credit Fund LLC [2014-11-07] 1,184.2 988.6
Other IR&M Long Credit Fund LLC [2014-09-08] 159.0 163.8
Other IR&M Tax-Efficient Crossover Bond Fund LLC [2012-09-04] 495.4 353.8
Other IR&M Short Fund LLC [2011-05-23] 1,774.2 800.9
Other IR&M Core Bond Fund LLC [2010-03-15] 1,911.3 857.4
Other IR&M Core Bond Fund II LLC [2010-03-04] 2,216.4 1,637.3
View All
Fund Directors # Filings # Firms 2011 - 2020
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
Columbia Management Co
OR 79.6
Hewitt Associates LLC
IL 77.1
Barrow Hanley Mewhinney & Strauss LLC
TX 76.5
Charles Schwab Investment Advisory Inc
CA 70.6
Lazard Freres & Co LLC
NY 65.8
T Rowe Price International Inc
MD 62.0
Sterling Capital Management LLC
NC 56.9
NFP Retirement Inc
CA 56.7
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