|
⚲
|
| Income Research & Management
✚
|
|
|---|---|
| CRD # | 104863 |
| SEC # | 801-29482 |
| CIK # | 0001165830 |
| AUM | $89.0 BB (2023-03-30) |
| Employees | 210 (29% Investors, 0% Brokers) |
| Phone | 617-330-9333 |
| Address | 100 Federal Street Boston, MA 02110-1884 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | IR&M Core ESG Bond Fund LLC | [2022-03-28] | 81.6 | 59.0 |
| Other | IR&M Tax-Efficient Crossover California Bond Fund LLC | [2021-03-29] | 191.0 | 131.9 |
| Other | IR&M Core Plus Bond Fund LLC | [2020-03-27] | 293.9 | 276.6 |
| Other | IR&M Short Diversified Income Fund LLC | [2020-03-27] | 86.3 | 76.9 |
| Other | IR&M Short ESG Bond Fund LLC | [2020-03-27] | 140.9 | 123.6 |
| Other | IR&M Intermediate Credit Fund LLC | [2016-03-30] | 938.5 | 382.1 |
| 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] | 392.9 | 167.9 |
| Other | IR&M Intermediate Treasury Inflation-Protected Securities TIPS Fund LLC | [2015-03-31] | 144.5 | 71.9 |
| Other | IR&M Long Credit Fund LLC | [2015-03-31] | 567.0 | 243.6 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 376 | 4.3 |
| (c) Banking or thrift institutions | 0 | 0.1 |
| (d) Investment companies | 9 | 3.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 24 | 14.6 |
| (g) Pension and profit sharing plans | 92 | 18.1 |
| (h) Charitable organizations | 157 | 17.7 |
| (i) State or municipal government entities | 47 | 13.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 76 | 11.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 35 | 5.2 |
| (n) Other | 0 | 0.0 |
| Total | 913 | 89.0 |
| By Discretionary | ||
| Discretionary | 906 | 86.9 |
| Non-Discretionary | 7 | 2.1 |
| Total | 913 | 89.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 86.4 | |
| Total | 913 | 89.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Income Research & Management | 16 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001165830] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Global Retirement Partners LLC
✚
|
CA | 119.8 |
|
Insight North America LLC
✚
|
NY | 119.2 |
|
Wells Fargo Advisors Financial Network LLC
✚
|
MO | 103.1 |
|
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 94.6 |
|
Putnam Investment Management LLC
✚
|
MA | 91.2 |
|
NFP Retirement Inc
✚
|
CA | 75.0 |
|
Icici Prudential Asset Management Company Limited
✚
|
66.4 | |
|
Charles Schwab Investment Advisory Inc
✚
|
CA | 66.1 |
|
NEPC LLC
✚
|
MA | 63.6 |
|
Sterling Capital Management LLC
✚
|
NC | 62.8 |