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| Income Research & Management
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|---|---|
| CRD # | 104863 |
| SEC # | 801-29482 |
| CIK # | 0001165830 |
| AUM | $97.0 BB (2024-08-28) |
| Employees | 201 (31% Investors, 2% Brokers) |
| Phone | 617-330-9333 |
| Address | 115 Federal Street Boston, MA 02110-1884 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | IR&M Core ESG Bond Fund LLC | [2022-03-28] | 115.1 | 95.8 |
| Other | IR&M Tax-Efficient Crossover California Bond Fund LLC | [2021-03-29] | 191.0 | 145.8 |
| Other | IR&M Core Plus Bond Fund LLC | [2020-03-27] | 466.6 | 476.8 |
| Other | IR&M Short Diversified Income Fund LLC | [2020-03-27] | 87.8 | 78.9 |
| Other | IR&M Short ESG Bond Fund LLC | [2020-03-27] | 155.9 | 111.3 |
| Other | IR&M Intermediate Credit Fund LLC | [2016-03-30] | 1,006.5 | 407.1 |
| 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] | 401.7 | 162.2 |
| Other | IR&M Intermediate Treasury Inflation-Protected Securities TIPS Fund LLC | [2015-03-31] | 144.5 | 54.7 |
| Other | IR&M Long Credit Fund LLC | [2015-03-31] | 624.6 | 254.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 391 | 4.0 |
| (c) Banking or thrift institutions | 0 | 0.1 |
| (d) Investment companies | 9 | 4.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 23 | 15.3 |
| (g) Pension and profit sharing plans | 102 | 21.2 |
| (h) Charitable organizations | 151 | 18.8 |
| (i) State or municipal government entities | 46 | 14.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 84 | 13.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 35 | 5.2 |
| (n) Other | 0 | 0.0 |
| Total | 922 | 97.0 |
| By Discretionary | ||
| Discretionary | 917 | 95.4 |
| Non-Discretionary | 5 | 1.6 |
| Total | 922 | 97.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 94.2 | |
| Total | 922 | 97.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Income Research & Management | 16 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001165830] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 105.4 |
|
Putnam Investment Management LLC
✚
|
MA | 97.9 |
|
NFP Retirement Inc
✚
|
CA | 96.5 |
|
NEPC LLC
✚
|
MA | 95.4 |
|
Icici Prudential Asset Management Company Limited
✚
|
91.5 | |
|
Aperio Group LLC
✚
|
CA | 80.2 |
|
Sterling Capital Management LLC
✚
|
NC | 66.7 |
|
Charles Schwab Investment Advisory Inc
✚
|
CA | 66.1 |
|
AssetMark Inc
✚
|
CA | 65.6 |
|
Natixis Advisors LLC
✚
|
MA | 63.8 |